A FREE resource provided by First Ascent Asset Management

Navigator Investor Education Resource Center

A well-prepared and educated client is more likely to reach their financial goals

Market Timing May Be Hazardous to Your Portfolio's Health

A clear and concise explanation:

  • Hard facts about the futility of market timing
  • Why market timing is impossibly difficult
  • Evidence of timing’s negative consequences
  • How to ensure long-term investment success
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Fees and Expenses: Do They Really Matter?

Help your clients:

  • Understand the different fees that are charged
  • Learn for themselves how fees add up
  • See how low-cost can affect performance

The Benefits of Diversification: And How to Achieve Them

Help your clients:

  • Understand what diversification is and why it’s important
  • Learn how the process of diversification benefits them
  • See how a diversified portfolio can be tailored to their needs

Gaining an Edge: Understanding Factors

Help your clients:

  • Understand what factors are and the research behind them
  • Learn about the performance edge factors have provided
  • See how factors can be used in a portfolio to benefit them

Global Diversification: A World Full of Opportunities

Help your clients:

  • Understand the opportunities offered by the global markets
  • Learn how global markets complement one another
  • See how global markets benefit long-term investors

Growth and Value: Understanding Investment Styles

Help your clients:

  • Understand the difference between growth and value stocks
  • Learn the rationale for diversifying among growth and value
  • See how growth and value have performed through the years

Small, Mid, and Large: Understanding Market Capitalization

Help your clients:

  • Understand how market capitalization is determined
  • Learn how the performance of different market caps varies
  • See the benefits of diversifying among market caps

10 Facts Clients Need to Know to Achieve Investment Success

Help your clients:

  • Understand how important their behavior is to success in investing 
  • Learn the best ways to prepare for the ups and downs of investing
  • See how important it is to stay invested in their portfolios

So You Want to Do It Yourself?

Help your clients:

  • Understand the complexity of building and managing even “elegantly simple” portfolios. 
  • Learn how easy it is to underestimate the difficulty and ongoing work involved in portfolio management.
  • See how many important decisions are involved and how a skilled manager can have a positive impact on their portfolio.

You Have Control Over Your Own Investment Success

Help your clients:

  • Understand what causes investors to abandon their strategies 
  • Learn why abandoning a portfolio in the face of bad news is a mistake
  • See how their behavior own will determine their investment success



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