What Is Monte Carlo Analysis?  

Created: August 23, 2019

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Description: This 1,000-word article in our "What Is ...?" series describes how investors can benefit from a Monte Carlo Analysis, includes caveats on best use, and provides a basic illustration on how it works. An accompanying Monte Carlo Sample pdf file provides the assumptions used in the illustration.

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.

What Is Liquidity?  

Created: May 14, 2019

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Description: This 768-word article is part of our ongoing "What Is ...?" series. It defines liquidity, offers some approachable examples of how it works, and considers it within the context of an overall investment portfolio. Share this piece with clients or prospects as an article, post, or video script, or for similar purposes.

Money Management Lingo  

Created: March 27, 2019

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Description: This 860-word document provides a beginner's guide intro to some of the most common terminology advisors tend to use when introducing prospective and new clients to money management services. For example, it differentiates assets, funds, accounts and custodians -- explaining which roles each play. (Note: Non-U.S. advisors might want to swap out some of the examples with illustrations of their own -- such as referencing your country's tax-advantaged accounts rather than U.S.-based IRAs.)

What Is Asset Allocation?  

Created: February 13, 2019

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Description: This approximately 750-word piece provides a working definition of asset allocation, to share with clients, prospects and others. It's the latest addition to an accumulating "What Is ...?" series, defining frequently used terminology for those who may not "just know" what it means.

What Is the Yield Curve? (Article)  

Created: August 24, 2018

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Description: This 900-word "What Is?" article translates a tricky investment concept -- the yield curve -- to help clients and prospects alike appreciate the role it plays in their fixed income investing. (Look for the separate, Excel spreadsheet also available in the Content-Sharing Library if you need to directly access the Yield Curve diagrams displayed in this piece.)

What Is the Yield Curve? (Diagrams)  

Created: August 24, 2018

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Description: An Excel file containing two diagrams -- Figures 1 and 2 -- found within the separate "What Is the Yield Curve?" article, also in the Content-Sharing Library. Download this Excel file if you need to directly access the Yield Curve diagrams displayed in this piece.

What Is Correlation (and Why Would You Care)?  

Created: May 30, 2018

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Description: This 1,000-word "What Is?" article translates a tricky investment term -- correlation -- to help clients and prospects alike appreciate the role it plays in portfolio construction.

Content from “What Is Evidence-Based Investing?”  

Created: June 22, 2017

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Description: Available exclusively to Content-Sharing Library subscribers, this Word document provides the same talking points used in our recently released "What Is Evidence-Based Investing?" infographic/poster for use in other materials.

Introduction to “What Is Evidence-Based Investing?”  

Created: June 22, 2017

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Description: Use this short, introductory message to share our recently released "What Is Evidence-Based Investing?" infographic/poster with clients, prospective clients and others.

“What Is Evidence-Based Investing?” Slideshow  

Created: June 22, 2017

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Description: Designed to complement our recently released "What Is Evidence-Based Investing?" infographic/poster, this PowerPoint slideshow reiterates the same talking points for use in client, prospective client and other presentations.

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