You, Your Financial Well-Being and the Federal Reserve (UPDATED)  

Created: August 1, 2019

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Description: UPDATED FROM MARCH 2018: This 1,200-word piece puts the U.S. Federal Reserve's ongoing federal funds rate changes (especially the Aug. 1 2019 rate decrease) into sound, financial-planning context. Use this piece to inform prospects or clients about how the Fed operates, as well as what your role is in helping them manage debt, save, invest, and spend wisely through various interest rate climates and regardless of what lies ahead.

Good Advice (UPDATED)  

Created: May 27, 2019

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Description: UPDATED FROM 2016: This 605-word piece reminds your clients and informs prospective clients that the best-interest advice you offer goes well beyond stock-picking tips. It reinforces why a good financial adviser remains relevant even as low-cost funds, automated investing and simplified financial planning are on the rise.

What Is Asset Location? (UPDATED)  

Created: May 27, 2019

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Description: UPDATED FROM 2013: This 710-word article is part of our ongoing "What Is ...?" series. It defines asset LOCATION, differentiates it from asset ALLOCATION, and provides an overview of both its benefits and challenges. Share this piece with clients or prospects as an article, post, or video script, or for similar purposes.

Evidence-Based Investment Insights Series WHITE PAPER (UPDATED)  

Created: April 25, 2019

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Description: UPDATED FROM 2014: This 25-page white paper compiles the entire Evidence-Based Investment Insights series into a single document you can use to design your own company white paper. Share the paper as a printed handout or in PDF/booklet form with clients and prospects. Use it as a give-away to collect e-mails on your website or for other similar purposes. A set of 14 individual installments for "dripping" the series, and an 8-page report version of this same material also are available for separate download.

Evidence-Based Investment Insights Series REPORT (UPDATED)  

Created: April 25, 2019

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Description: UPDATED FROM 2014: This 8-page report strikes a happy medium between the full, 25-page white paper and the individual installments available in the Evidence-Based Investment Insights series. Compiling key messages from the entire series, this report offers a mid-length, single document overview of evidence-based investing. Share the paper as a printed handout or in PDF form with clients and prospects. Use it as a give-away to collect e-mails on your website or for other similar purposes.

Evidence-Based Investment Insights Series — 14 Parts (UPDATED)  

Created: April 25, 2019

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Description: UPDATED FROM 2014: This is a series of 14 short pieces for explaining evidence-based investment principles in a step-by-step approach. Use the series for drip marketing via e-newsletter, e-mails, mailings or as video script to introduce your investment approach to prospective clients or to review key benefits with existing clients. Collection will download as a zip file containing 14 Word documents. A compiled, 25-page white paper and 8-page report also are available for separate download.

Financial & Identity Theft Quick Reference – U.S. Version (UPDATED)  

Created: September 24, 2018

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Description: UPDATED FROM MAY 2017: Use this 700-word quick-reference to help U.S. clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.

Financial & Identity Theft Overview – U.S. Version (UPDATED)  

Created: September 24, 2018

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Description: UPDATED FROM MAY 2017: Use this 1,400-word report to help U.S. clients and prospective clients understand and combat financial fraud and identity theft. Online, on the phone, in the mail or in person ... what to look for, how to protect yourself and what to do if you become a victim.

Financial & Identity Theft Quick Reference – Canadian Version (UPDATED)  

Created: September 24, 2018

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Description: UPDATED FROM MAY 2017: Use this 700-word quick-reference to help CANADIAN clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.

Financial & Identity Theft Overview – Canadian Version (UPDATED)  

Created: September 24, 2018

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Description: UPDATED FROM MAY 2017: Use this 1,400-word report to help CANADIAN clients and prospective clients understand and combat financial fraud and identity theft. Online, on the phone, in the mail or in person ... what to look for, how to protect yourself and what to do if you become a victim.

A Focus on Fixed Income (UPDATED)  

Created: April 27, 2018

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Description: UPDATED FROM SEPTEMBER 2015: This 1,275-word article covers the essential roles fixed income should play in an investor's portfolio, along with some of the basics on how fixed income differs from equity investing. It also reinforces the important role an objective advisor can play in building and managing fixed income investments. Use the piece for e-newsletters, e-mails, handouts and mailings, or to create video script for prospective or existing clients.

The Vital Role of Rebalancing (UPDATED)  

Created: January 26, 2018

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Description: UPDATED FROM JUNE 2013: Use this 960-word document with clients or prospects to explain how your firm adds value by employing rebalancing as part of an evidence-based strategy. Properly implemented, rebalancing offers a disciplined, cost-effective approach to buying low and selling high and staying on track toward one's personal financial goals.

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