Year: 2021

Evidence-Based Investing in Brief  

December 16, 2021

"What is evidence-based investing?" This 3-page piece provides a relatively brief, yet substantive response to this essential FAQ. It starts with a two-sentence working definition, and then covers evidence-based investing's roots, reasoning and practical application.

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Six Financial Best Practices for Year-End 2021  

November 7, 2021

Share this piece with clients and prospects to offer six financial best practices for year-end 2021. This year's tips cover investment discipline, budgeting, tax-planning, charitable giving, and estate planning considerations in the context of 2021 events. It also optionally references the newly released "Tax Planning in Turbulent Times" report for additional insights.

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Tax Planning in Turbulent Times  

November 7, 2021

This report combines our earlier 3-part tax planning series into a single, 6-page piece. It pairs well with, and is optionally referenced in the separate piece, "Six Financial Best Practices for Year-End 2021."

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A Meaningful Message for Thanksgiving/Holidays (2021)  

October 26, 2021

Use this short message to be in touch with your clients for the U.S. Thanksgiving or the general 2021 holiday season. The message shares gratitude and reflects on enjoying the meaning already within one another's lives.

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Quarterly Client Letter – 2021 Q3  

October 4, 2021

This Q3 2021 quarterly client letter puts recent market highs and lows in the context of more enduring news and views.

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Investment Costs, Part 2: Custodian/Brokerage Costs  

September 27, 2021

Part 2 of a 2-part series covering investment costs. Part 1 focuses on fund management fees. Part 2 looks at custodian/brokerage (trading) costs, as well as how a fiduciary, fee-only advisor can help families identify and reduce excessive costs.

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Investment Costs, Part 1: Fund Management Fees  

September 27, 2021

Part 1 of a 2-part series covering investment costs. Part 1 focuses on fund management fees. Part 2 looks at custodian/brokerage (trading) costs, as well as how a fiduciary, fee-only advisor can help families identify and reduce excessive costs.

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Tax Planning Part 3: Tax-Wise Financial Planning  

August 31, 2021

Part 3 of a 3-part series on tax-planning. Part 1 defined "the tools of the tax-planning trade," i.e., tax breaks for saving toward life goals such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer. Part 2 explored reducing families' lifetime tax bills through tax-wise investment techniques. Part 3 explores integrating all of the above into broad financial planning.

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Tax Planning Part 2: Tax-Wise Investment Techniques  

August 12, 2021

Part 2 of a 3-part series on tax-planning. Part 1 defined "the tools of the tax-planning trade," i.e., tax breaks for saving toward life goals such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer. Part 2 explores reducing families' lifetime tax bills through tax-wise investment techniques. Part 3 will explore integrating all of the above into broad financial planning techniques.

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Tax Planning Part 1: Tools of the Trade  

July 27, 2021

Part 1 of a 3-part series on tax-planning. Part 1 defines "the tools of the tax-planning trade," i.e., tax breaks for saving toward life goals such as retirement, healthcare, education, emergency spending, charitable giving, and wealth transfer. Part 2 explores reducing families' lifetime tax bills through tax-wise investment techniques. Part 3 will explore integrating all of the above into broad financial planning techniques.

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Quarterly Client Letter – 2021 Q2  

July 1, 2021

This 491-word Q2 2021 quarterly client letter compares recent speculative ventures like FINRA-fined Robinhood’s IPO filing, with the 50th anniversary of index investing.

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Inflation Part 2: What We Can Do About It  

June 24, 2021

Part 2 of a 2-part series on inflation. Part 1 defined inflation, put current events in greater context, and described the difference between "good" and "bad" inflation. This Part 2 explores why forecasts for inflation remain as fuzzy as ever, and how investors can best prepare for whatever may happen next.

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Inflation Part 1: What We Know  

June 15, 2021

Part 1 of a 2-part series on inflation. Part 1 defines inflation, puts current events in greater context, and describes the difference between "good" and "bad" inflation. Part 2 explores why forecasts for inflation remain as fuzzy as ever, and how investors can best prepare for whatever may happen next.

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Three advisor firm fact sheet cover letter templates  

May 26, 2021

These three cover letter templates complement our Advisor Firm Fact Sheet and are available at no added cost to any advisor who purchases this product. Use them to share your custom-branded fact sheet with prospects, clients, and centers of influence (such as attorneys or CPAs). Content-Sharing Library members also can download and adopt these cover letters for use with any firm brochure or fact sheet they’ve created.

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Protecting What’s Yours (After You Pass) Part 2  

May 17, 2021

Share this two-part piece on estate planning basics with clients and prospects. Part 1 is 464 words, and reminds readers how important it is to have a basic will or trust. This part 2, at 1,413 words, offers step-by-step guidance on creating and maintaining an effective estate plan. Both pieces pair well with a 2019 Library piece, "Protecting What's Yours (While You're Alive)."

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Protecting What’s Yours (After You Pass) Part 1  

April 29, 2021

Share this two-part piece on estate planning basics with clients and prospects. Part 1 is 464 words, and reminds readers how important it is to have a basic will or trust. Part 2 (coming soon) will offer step-by-step guidance on creating and maintaining an effective estate plan. Both pieces pair well with a 2019 Library piece, "Protecting What's Yours (While You're Alive)."

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Quarterly Client Letter – 2021 Q1  

April 1, 2021

This 416-word Q1 2021 quarterly client letter reminds clients why it's just as important to ignore hot hands as cold fears in ever-changeable markets.

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Understanding The 2021 Recovery Rebate Stimulus Payments  

March 12, 2021

An 864-word overview summarizing how the newly passed American Recovery Act of 2021 Recovery Rebate Stimulus Payments work: Who will receive them, how much they can expect to receive (if anything), and the three ways they may qualify for full or partial payments based on their 2019, 2020, and/or 2021 AGI.

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SPACS, NFTs, and Other Jungle Creatures  

March 11, 2021

Use this 1,117-word report to describe some of the latest trading trends to clients and prospects, put the activity in the context of similar historical runs, and explain why long-term investors should avoid the excitement of short-term speculation.

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GameStop Client Reach-Out  

February 1, 2021

Share this 855-word piece with clients and prospects to offer a synopsis (to date) of the unfolding marketing volatility generated by GameStop and similar short-sold stocks, and to remind them of the essential differences between long-term investing versus short-term trading.

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Quarterly Client Letter – 2020 Q4  

January 4, 2021

This 487-word Q4 2020 quarterly client letter reviews the wild ride 2020 delivered and why it’s important to stay the course through both bear and bull markets. It lists the ways you’ll be helping them do that, in the context of current financial and political news.

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