The "What Is ...?" series
Understanding Sequence Risk in Retirement
June 9, 2020
Use this 1,085-word report to introduce sequence risk to clients and prospective clients, especially those in or near retirement. Describes how the sequence in which retirees earn returns early in retirement can impact their lasting wealth, provides an illustration of the same, and suggests ways to manage sequence risk when it occurs. Download includes the report itself in Word, plus an Excel spreadsheet for advisor-only reference.
Categories: Advisor role/value, Evidence-based investing, General audience, Report, Retirement planning, The "What Is ...?" series
What Is Monte Carlo Analysis?
August 23, 2019
This 1,000-word article in our "What Is ...?" series describes how investors can benefit from a Monte Carlo Analysis, includes caveats on best use, and provides a basic illustration on how it works. An accompanying Monte Carlo Sample pdf file provides the assumptions used in the illustration.
Categories: Advisor role/value, Article, Client experience, Financial planning, General audience, Retirement planning, The "What Is ...?" series
What Is Asset Location? (UPDATED)
May 27, 2019
UPDATED FROM 2013: This 710-word article is part of our ongoing "What Is ...?" series. It defines asset LOCATION, differentiates it from asset ALLOCATION, and provides an overview of both its benefits and challenges. Share this piece with clients or prospects as an article, post, or video script, or for similar purposes.
Categories: Advisor role/value, Article, Client experience, Evidence-based investing, General audience, Tax planning, The "What Is ...?" series, Updated content
What Is Liquidity?
May 14, 2019
This 768-word article is part of our ongoing "What Is ...?" series. It defines liquidity, offers some approachable examples of how it works, and considers it within the context of an overall investment portfolio. Share this piece with clients or prospects as an article, post, or video script, or for similar purposes.
Categories: Article, Evidence-based investing, Financial planning, General audience, Real estate investing, The "What Is ...?" series, Wealth management
Money Management Lingo
March 27, 2019
This 860-word document provides a beginner's guide intro to some of the most common terminology advisors tend to use when introducing prospective and new clients to money management services. For example, it differentiates assets, funds, accounts and custodians -- explaining which roles each play. (Note: Non-U.S. advisors might want to swap out some of the examples with illustrations of their own -- such as referencing your country's tax-advantaged accounts rather than U.S.-based IRAs.)
Categories: Advisor role/value, Article, Client experience, Dimensional Fund Advisors, Financial planning, General audience, Real estate investing, Tax planning, The "What Is ...?" series
What Is Asset Allocation?
February 13, 2019
This approximately 750-word piece provides a working definition of asset allocation, to share with clients, prospects and others. It's the latest addition to an accumulating "What Is ...?" series, defining frequently used terminology for those who may not "just know" what it means.
Categories: Advisor role/value, Article, Evidence-based investing, General audience, The "What Is ...?" series
What Is the Yield Curve? (Article)
August 24, 2018
This 900-word "What Is?" article translates a tricky investment concept -- the yield curve -- to help clients and prospects alike appreciate the role it plays in their fixed income investing. (Look for the separate, Excel spreadsheet also available in the Content-Sharing Library if you need to directly access the Yield Curve diagrams displayed in this piece.)
Categories: Article, Economics, Evidence-based investing, Fixed income, General audience, Report, The "What Is ...?" series
What Is the Yield Curve? (Diagrams)
August 24, 2018
An Excel file containing two diagrams -- Figures 1 and 2 -- found within the separate "What Is the Yield Curve?" article, also in the Content-Sharing Library. Download this Excel file if you need to directly access the Yield Curve diagrams displayed in this piece.
Categories: Economics, Evidence-based investing, Excel file, Fixed income, General audience, The "What Is ...?" series
What Is Correlation (and Why Would You Care)?
May 30, 2018
This 1,000-word "What Is?" article translates a tricky investment term -- correlation -- to help clients and prospects alike appreciate the role it plays in portfolio construction.
Categories: Advisor role/value, Article, Evidence-based investing, General audience, The "What Is ...?" series
Content from “What Is Evidence-Based Investing?”
June 22, 2017
Available exclusively to Content-Sharing Library subscribers, this Word document provides the same talking points used in our recently released "What Is Evidence-Based Investing?" infographic/poster for use in other materials.
Categories: Article, Evidence-based investing, General audience, The "What Is ...?" series, What is evidence-based investing?
Introduction to “What Is Evidence-Based Investing?”
June 22, 2017
Use this short, introductory message to share our recently released "What Is Evidence-Based Investing?" infographic/poster with clients, prospective clients and others.
Categories: Evidence-based investing, General audience, General letter/email, The "What Is ...?" series, What is evidence-based investing?
“What Is Evidence-Based Investing?” Slideshow
June 22, 2017
Designed to complement our recently released "What Is Evidence-Based Investing?" infographic/poster, this PowerPoint slideshow reiterates the same talking points for use in client, prospective client and other presentations.
Categories: Evidence-based investing, General audience, PowerPoint presentation, The "What Is ...?" series, What is evidence-based investing?