Evidence-Based Investment Insights Series WHITE PAPER (UPDATED)  

Created: April 25, 2019

Categories: , , , , ,

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.

An Evidence-Based Approach to Sustainable Investing: White Paper  

Created: July 20, 2018

Categories: , , , ,

Description: This six-page piece combines our previously published, three-part series into a single white paper, providing an informational overview of sustainable investing in the context of evidence-based investment strategies. Use this paper (or the series, in installments) to respond to client and prospect questions about sustainable investing.

Understanding the Donor-Advised Fund (DAF)  

Created: February 25, 2018

Categories: , , , , ,

Description: Use this 1,300-word white paper to describe to prospects and clients why they may want to consider a DAF for charitable giving under the new 2017 Tax Cuts and Jobs Act (TCJA). The paper describes how tax-wise charitable giving has changed, where a DAF might fit in, how they work, and how to differentiate among them. The paper also emphasizes the value of working with a wealth advisor to assist in selection and set-up. This piece also pairs well with the April 2018 piece offering an overview of tax-wise giving under the TCJA.

The ABCs of Behavioral Biases: WHITE PAPER  

Created: November 28, 2017

Categories: , , , ,

Description: This 6,000-word piece is a roll-up of the seven-part series, "The ABCs of Behavioral Biases," for those who would like to share it in a white paper format. Be sure to remove the legal disclosures and copyright statement, and incorporate your own branding in the final form (as should be done for all content from the Library, per the license agreement terms).

Back to top