Quick reference
Compound returns quick take
July 29, 2024
This piece serves as a quick primer on compounding returns and explores the levers investors may pull to make the most of this powerful tool, including saving early and putting more money to work inside tax-advantaged retirement accounts.
Categories: Article, Client-focused, Financial planning, General audience, Quick reference, Wealth management
Financial quick takes: Financial goals—your tickets to ride
March 27, 2024
This "quick take" piece reviews why it's important for investors to have well-crafted personal financial goals driving their overall investment strategies and selections, and how to establish and maintain relevant goals over time.
Categories: Article, Evidence-based investing, Financial planning, General audience, Quick reference
Financial Quick Takes: Compared to What?
October 26, 2023
This piece describes the apples-to-orange comparisons investors tend to make between their well-built, globally diversified investment portfolio versus fleeting hot hands and/or "the market." Readers are encouraged to instead consider fund management and costs in selecting appropriate holdings for their unique portfolio build, and invites them to reach out to you for assistance.
Categories: Advisor role/value, Article, Evidence-based investing, General audience, Quick reference
Financial Quick Takes: Wisdom of Crowds vs. Popular Delusions
September 25, 2023
Are markets wise, as James Surowiecki suggests in "The Wisdom of Crowds"? Or are they delusional, as described in Charles Mackay's "Extraordinary Popular Delusions and the Madness of Crowds"? This quick take summarizes why they can be either or both, and how that shapes your investment recommendations. By creating and sticking with a low-cost, globally diversified portfolio, investors can capitalize on group wisdom and avoid group mania.
Categories: Article, Behavioral finance, Evidence-based investing, General audience, Quick reference
Financial Quick Takes: Making Mistakes
September 5, 2023
A quick-take piece emphasizing the difference between avoidable investment mistakes versus random market misfortune. By eliminating avoidable mistakes, investors can also lower, but not entirely eliminate, the possibility of experiencing negative investment outcomes.
Categories: Advisor role/value, Article, Behavioral finance, Evidence-based investing, General audience, Quick reference
Financial & Identity Theft Quick Reference – U.S. Version (UPDATED)
February 5, 2023
UPDATED FROM SEPTEMBER 2018: Use this quick-reference to help U.S. clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.
Categories: Advisor role/value, General audience, Quick reference, Security, Technology, Updated content
Financial & Identity Theft Quick Reference – Canadian Version (UPDATED)
February 5, 2023
UPDATED FROM SEPTEMBER 2018: Use this quick-reference to help CANADIAN clients and prospective clients combat financial fraud and identity theft. Design into a front-and-back flyer or poster for rapid reading or to complement the similar, longer report on the same subject.
Categories: Advisor role/value, General audience, Quick reference, Security, Technology, Updated content