The ABCs of Behavioral Biases (UPDATED)  

Created: September 18, 2019

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Description: UPDATED FROM AUG. 2017: This collection of materials includes: (1) a 5,800-word white paper, (2) the same materials broken into a seven-part drip series, and (3) an ALL-NEW PowerPoint presentation on "The ABCs of Behavioral Biases." From anchoring, to hindsight, to tracking-error regret, the series covers 17 of the most common financial behavioral biases that lead investors astray, in alphabetic order.

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.

An Evidence-Based Approach to Sustainable Investing: White Paper  

Created: July 20, 2018

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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

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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.

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