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

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

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

Understanding ETFs

Help your clients:

• Understand ETFs and how they work
• Learn how ETFs can be used in their portfolio
• See how ETFs can help them reach their long-term financial goals

Why Investing in US and International Stocks Still Makes Sense

Help your clients:

• Understand how US and International markets are priced relative to each other
• Learn what factors can affect international markets
• See how holding international stocks can benefit their portfolio

How You Benefit From Tax Loss Harvesting

Help your clients:

• Understand what tax loss harvesting is and issues to keep in mind
• Learn how they can benefit from tax loss harvesting
• See examples of how tax loss harvesting works

Understanding Rebalancing and Its Benefits

Help your clients:

• Understand what rebalancing means
• Learn how it works and why it is used
• See how rebalancing can benefit their portfolio

The Glitter of Gold

Help your clients:

• Understand the value and uses of gold throughout history
• Learn how gold compares to other investments
• See how gold can affect a portfolio

Understanding Treasury Inflation-Protected Securities (TIPS)

Help your clients:

• Understand what TIPS are
• Learn the advantages and disadvantages
• See examples of TIPS vs. other securites

Understanding Concentration Risk

Help your clients:

• Understand the different kinds of risk
• Learn the risks of concentrated positions
• See examples of the research

Total Return vs Income Investing

Help your clients:

• Understand how each approach has evolved over time
• Learn the economics of dividends and distributions
• See data and examples of how each approach can affect assets

Short, Intermediate or Long-Term Fixed Income

Help your clients:

• Understand the performance of different term bonds
• Learn how volatility can change
• See how each can affect portfolios

Understanding Inflation

Help your clients:

• Understand what inflation is and some of the causes
• Learn about different inflation regimes throughout history
• See how different investments fare in inflationary environments

Tax Alpha

Help your clients:

• Understand what tax alpha is.
• Learn about tax alpha is calculated.
• See how tax alpha can affect portfolios.

Tracking Error

Help your clients:

• Understand what tracking error is.
• Learn about how tracking error is measured.
• See how tracking error can affect performance.

Is News of the 60/40 Portfolio’s Death Greatly Exaggerated?

Help your clients:

• Understand how a 60/40 portfolio works.
• Learn the advantages of and the disadvantages.
• See how it compares to other portfolios.

Understanding Direct Indexing

Help your clients:

• Understand what direct indexing is.
• Learn how it is utilized and why.
• See some of the side effects to consider.

Why Investing Based on Past Performance is a Terrible Idea

Help your clients:

• Understand the evidence in the markets.
• Learn how stock performance can change from year to year.
• See various examples from actual market performance.

The Value of a Financial Advisor

Help your clients:

• Understand all the ways an advisor can help them.
• Learn the tangible and intangible benefits of working with a financial advisor.
• See the results of studies quantifying the value of a good financial advisor.