Free samples

Back to the Investment Basics: Part 1 — Remembering Summers Past   Free Sample (Click on title to download)

August 29, 2022

Part 1 of a multipart series reminds investors to consider current market events in proper historical context, while depending on investment basics to move past today's challenges and future unknowns. In upcoming parts, we'll cover five investment basics: saving, market returns, market pricing, investor resolve, and personal financial goals.

Categories: , , , , , , , ,

Quarterly Client Letter – 2022 Q1   Free Sample (Click on title to download)

April 4, 2022

This quarterly client letter explores the essentials of investment planning amidst current market volatility, aggravated by inflation, interest rates, and economic concerns. It optionally points to the recently completed three-part report on the same.

Categories: , , , , , , , ,

Eight “Best/Worst” Wealth Strategies During the Coronavirus   Free Sample (Click on title to download)

June 28, 2020

Share this 833-word document with clients and prospects to cover eight of the most and least effective ways for they can spend their time and energy shoring up their financial well-being in the time of the coronavirus.

Categories: , , , , , , , ,

Three Thoughts During Scary Markets   Free Sample (Click on title to download)

March 9, 2020

As market headlines go from bad to worse, share this 685-word confidence-building reach-out with your clients (or, with modest edits, with a wider audience). Includes a review of the relationship between risk and expected reward, the significance of being prepared in advance for these kinds of downturns, and a reminder that you remain available to provide objective advice.

Categories: , , , , , , , ,

Protecting Your Child from Identity Theft (US Version)   Free Sample (Click on title to download)

September 24, 2018

Use this 600-word piece to alert clients and prospects to the growing threat of child identity theft: what it is, why it's happening, how parents can spot and prevent it, and what to do if it happens.

Categories: , , , , ,

Protecting Your Child from Identity Theft (Canadian Version)   Free Sample (Click on title to download)

September 24, 2018

Use this 600-word piece to alert clients and prospects to the growing threat of child identity theft: what it is, why it's happening, how parents can spot and prevent it, and what to do if it happens.

Categories: , , , , ,

Half of a Whole: When You Lose Your Spouse   Free Sample (Click on title to download)

July 21, 2017

This 900-word piece can be used as an article, email or video script to share with clients and prospective clients. It encourages those experiencing grief to hold off on making financial decisions that can wait, and offers supportive guidance to consider. It also encourages couples to complete their estate and advance planning if they've not yet done so.

Categories: , , , , , ,

Responding to Active Management News & Analysis   Free Sample (Click on title to download)

April 11, 2013

FIRST PIECE EVER PUBLISHED TO THE CONTENT-SHARING LIBRARY! This 650-word reach-out can be used to respond to miscellaneous active calls to action related to popular market trends, gloomy forecasts or other current or ongoing events. It thanks the individual for sharing the news, and provides them with two guidelines for properly assessing it: (1) Consider the credibility of the source. (2) Even if the source is credible, consider the worth of the news in relation to your recommended, long-term, passively minded investment strategy.

Categories: , , , ,

Back to top