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The Advisor Playbook

Crisis of the Day

Crisis of the Day Playbook

Supplements:

  1. Volatility Decline and Market Timing
  2. Don’t Rely on Headlines
  3. Cost of Trying to Time the Market
  4. Tuning Out the Noise
  5. The Bumpy Road to the Market’s Long-Term Average
  6. Do Macroeconomic Experiences Affect Risk Taking
  7. Years of Pain – Guide
  8. Years of Pain – Drawing Guide

Is DFA Doing Something Differently

Is DFA Doing Something Different Playbook

Supplements:

  1. DFA Style Consistency – Slides

Should I Get More Conservative or Agressive

Should I Get More Conservative or Aggressive Playbook

Supplements:

  1. Should I Get More Conservative or Aggressive – Slides

What Will My Returns Be

How Much Will I Earn from the Portfolio Playbook

Supplements:

  1. What Will My Returns Be – Slides
  2. The Bumpy Road – Article

Why Bonds

Why Bonds Playbook

Supplements:

  1. Why Bonds – Slides

Global Diversification

Global Diversification Playbook

Supplements:

  1. 1. Global Diversification Slides

Why Hire An Advisor

Why Hire an Advisor Playbook

Supplements:

  1. Why Hire an Advisor – Slides
  2. How Financial Plans Must Adapt to Market Crashes
  3. How Your Advisor Can Help You Navigate
  4. NM Scripts
  5. Sailing with the Tides
  6. Value of Advice – Talking Points

Permanent Insurance Policy as an Investment

Using a Permanent Policy as an Investment Playbook

Supplements:

  1. Asset Divident Model – Case Study
  2. Life Insurance Review

Should I Invest My Cash Now, Gradually or Wait for a Pullback

Should I Invest My Cash Now, Gradually or Wait for a Pullback Playbook

Supplements:

  1. Should I Invest My Cash Now, Gradually or Wait for a Pullback – Slides
  2. Invest Now or Dollar Cost Average Vanguard
  3. Lump Sum vs. DCA Returns

Why Am I Underperforming the Market

Why am I Under-performing in the Market Playbook

Supplements:

  1. Why am I Under-performing in the Market – Slides

Questions About the Market

Why is Market Going Up When Economy is Terrible Playbook?

Supplements:

  1. Market Headlines in 2009 – Slides

Identifying Planning Needs

Planning Need Indicators

Schwab Forms & Applications

Account Application

Individual 401(k) Account Application

IRA Distribution Form

IRA Recharacterization Form

Limited Power of Attorney Form

Account Transfer

Account Application Trust

Affidavit of Domicile

Account Application Addendum

Beneficiary Designation for IRA & 403(b)(7)

IRA Account Application

Inherited IRA Acct App for Individual Beneficiaries

Irrevocable Stock or Bond Power

Change of Address

Check and Journal Request

Company Retirement Account Application

Issuer Communications & Release of Information

MoneyLink® Authorization Form

Money Movement Cover Letter

PMA

Schwab One® Organization Account Application Inc

SIMPLE IRA Adoption Agreement

SIMPLE IRA Employer’s Agreement with Schwab

Schwab One® Account Application for Non-Incorporated Organizations

W-9 IRS Form

For the most recent IAA please contact your Client Services Manager.