The Value of Advice

The Value of Advice

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The Value of Advice
The Value of Advice
June 2023 White-Labeled Client Letter
Client Letters

June 2023 White-Labeled Client Letter

On 'The Forever Crisis' and Sound Investing

Morgan Ranstrom's avatar
Morgan Ranstrom
May 31, 2023
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The Value of Advice
The Value of Advice
June 2023 White-Labeled Client Letter
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From this Month’s Client Letter for Planning-Focused Financial Advisors

Did you read the newspaper at the height of the debt ceiling fearmongering and want to sell or feel a twinge of concern? That’s a perfectly reasonable reaction and completely okay!

But did you decide not to sell after consulting with us as your financial advisor, thinking about your financial plan, or because you’ve internalized the core virtues of long-term investing? 

Congratulations! This is the work, and you did well.

According to the media, we are always either in crisis or anxiously anticipating the next crisis.

Make decisions around such agitation at your financial plan’s peril.

In 2010, despite continued worries about a double-dip recession, corporate layoffs, and a bludgeoned housing market…

Continued in this month’s white-labeled client letter.

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Remember, the client letters are yours to use, edit, and/or copy however you like as long as they are only directly mailed or emailed to your clients (no blogs or social media posts).

Your Cause is Righteous.

white and black car on brown sand during daytime
Photo by Mateo Giraud on Unsplash

Your white-labeled monthly client newsletter is linked below. Just click on the Dropbox link and download it from there. A whole bunch of disclosures is included at the bottom of this email, but I urge you to follow these simple guardrails:

  1. You are welcome to change, alter, snip, and edit the document as you see fit. If you like one sentence, copy it and put it into your own newsletter. If you like the whole thing. Use the whole thing. It’s yours!

  2. Put everything under your name. My name or the name of this newsletter is not to be sent to any of your clients.

  3. Should you decide to use any or all verbiage from the newsletter in communication with your clients you are liable for its usage with your clients and responsible to verify its suitability and accuracy.

  4. The newsletter is for emailing or mailing to your clients and prospects only. It is not to be posted on your blog as a blog post, nor should it be posted anywhere that can be googled.

Feel free to email me with any questions!

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