Our Library

Your clients expect to hear from you.

Our vast library of original educational content covers a range of financial topics, such as retirement, college savings, and estate planning. Each piece is persona based, presenting the information in a unique way for each persona’s communication style, risk preferences, and potential biases. Our library is constantly growing with timely and relevant current event pieces, as well as weekly, monthly, and quarterly market updates.

 

 

Financial Fitness

Our evergreen financial fitness pieces typically fall into one of three categories: Finance 101, Quick Savings Tips, or Life Events. These pieces include high-level overviews of common financial topics, answers to lifestyle questions from certain points in the financial journey, and specific ways to cut costs and save for the future.

 

Topics:

  • Retirement
  • College Savings
  • Debt Management
  • Estate Planning
  • Wealth Creation
  • Investments
  • Tax Planning
  • Health
  • Philanthropy
  • Insurance
Our Material
  • 3 Great Places to Keep Your Rainy Day Fund (Wealth Creation)
  • 4 Behavioral Biases Investors Need to Know (Investments)
  • 4 Fundamentals of Estate Planning (Estate Planning)
  • A Penny Saved is More Than a Penny Earned: Introducing the Time Value of Money (Wealth Creation)
  • All About ETFs (Wealth Creation, Investments)
  • Capital Gains vs. Dividends: What’s the difference? (Tax Planning)
  • Create a Visual Reminder of Debt – Debt Management Tip (Debt Management)
  • Have you been putting off “the talk” about your estate? (Estate Planning)
  • Ins & Outs of HSAs: An Overview of Health Savings Accounts (Health)
  • Making Sense of Your Risk Tolerance (Wealth Creation, Investments)
  • No Debt About It: Here’s How To Start Getting Past Your Dues (Debt Management)
  • Saving for Success: 529 College Savings Plans (College Savings)
  • The Support System 56% of Americans Do Not Have—But You Can (Wealth Creation)
  • Why shouldn’t you watch the markets every day? (Wealth Creation, Investments)

With many more, and growing!

Example Email Journey: Retirement
  • Email 1 – 8 Retirement Plans You Should Know
  • Email 2 – Planning for Retirement: You Are Not Alone
  • Email 3 – Eat Out Less Often – Retirement Tip
  • Email 4 – Top 4 FAQs About Social Security
  • Email 5 – Make Your Own Coffee – Retirement Tip
  • Email 6 – Real Questions to Ask Yourself Before You Retire
  • Email 7 – Prioritize Health – Retirement Tip
  • Email 8 – 401(k) or IRA…Retirement Savings Explained
  • Email 9 – Reduce Cable Costs – Retirement Tip
  • Email 10 – It’s Time to Think About Things to Do in Retirement
  • Email 11 – Increase Your Home’s Energy Efficiency – Retirement Tip
  • Email 12 – 5 Good Reasons Not to Watch the Markets Every Day
  • Email 13 – You’ve Earned It, Now Enjoy It: Distribution Strategy

Our content is really special, and we want to prove it. If you’d like to see a full piece of our financial fitness material, fill in the blanks below for a free sample!

Timely Market Updates

Produced weekly, monthly, quarterly, and annually, capital market updates provide a summary of what’s going on in the markets and economy.

Current Event Pieces

Most likely, some of your clients prefer to hear from you more frequently than others. To make sure you stay equipped with polished commentary, we summarize two current events each week with updates on earnings releases, economic developments, and major world events. Our current event pieces can be automated to send to a list of interested clients or pulled and shared for reference on a specific topic.

Previous Titles
  • MSCI added China. So what? – 6/23/17
  • The State of the US Economy – 6/16/17
  • Highlights From Yesterday’s Fed Meeting – 6/15/17
  • What does the recent UK election mean for your portfolio? – 6/12/17
  • Will the yield curve invert before the next recession? –6/8/17
  • May Employment Report – 6/2/17
  • First Quarter Earnings Wrap-Up – 5/31/17
  • Markets Are Realistic When It Comes to OPEC – 5/25/17
  • Headline Risk – 5/22/17
  • The Real Risk in Brazil – 5/18/17
  • S&P 500 Sector Performance – 5/15/17
  • Resetting Expectations – 5/12/17
  • April Employment Report – 5/5/17
  • Earnings Update – 5/3/17
  • The Disappearing Consumer – 4/28/17
  • Is economic data actually getting worse? – 4/25/17
  • On to Round Two – 4/24/17
  • French Election Preview – 4/20/17
  • What happened to inflation? – 4/18/17
  • First Quarter Earnings Preview – 4/17/17
  • The Difference in Data – 4/11/17
  • March Employment Report – 4/7/17
  • Vanishing Volatility – 4/4/17
  • Article 50: What happens next? – 3/29/17
  • US Stock Market Update – 3/27/17
  • Which Fed estimate should you believe? – 3/24/17
  • Oil Market Update – 3/17/17
  • Federal Reserve Hikes Interest Rates – 3/16/17
  • Emerging Markets Update – 3/15/17
  • Employment Report Update – February – 3/10/17
  • PMI – March 2017 – 3/3/17
  • Earnings Wrap-Up Q4 2016 – 3/2/17
  • Germany and the Periphery – 2/24/17
  • Fed Update – February 2017 – 2/24/17
  • What’s going on in oil? – 2/17/17
  • Inflation Update – February 2017 – 2/15/17
  • European Economic Recovery – February 2017 – 2/10/17
  • Dodd-Frank Repeal – 2/7/17
  • Employment Report Update – January – 2/3/17
  • Earnings Mid-Q4 16 Update – 2/2/17
  • Chinese Economic Update – January 2017 – 1/27/17
  • Q4 2016 GDP – 1/27/17
  • Fed Rate Hikes – January – 1/20/17
  • Volatility – January 2017 – 1/20/17
  • Earnings Update – Q4 2016 – 1/13/17
  • The Search For Yield – 1/13/17
  • Employment Report Update – December – 1/6/17
  • Small Cap Update – January – 1/5/17
  • The Hidden Cost of Commodities – 12/20/16
  • 2016 Review – 12/20/16
  • The New Tax Regime – 12/19/16
  • 2017 Outlook – 12/19/16
  • India’s Currency Overhaul – 12/16/16
  • Federal Reserve Update – 12/15/16
  • Italy and the ECB – 12/9/16
  • Valuations – 12/7/16
  • US Dollar – 12/2/16
  • OPEC – 12/2/16
  • Chinese Yuan – 11/22/16
  • Inflation – 11/22/16
  • Interest Rates – 11/18/16
  • Earnings Q3 Wrap-Up – 11/17/16
  • Post-Election Analysis – 11/10/16
  • Oil Update – 11/3/16
  • Venezuela – 11/2/16
  • Spanish Elections – 10/27/16
  • Earnings Update – Mid Q3 – 10/27/16
  • Bank Earnings – 10/20/16
  • The Recent Rise in Interest Rates – 10/20/16
  • Bank Earnings – 10/20/16
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