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Navigator Investor Education 

A well-prepared and educated client is more likely to reach their financial goals. This content from First Ascent can be white-labeled to your firm’s branding and shared with end clients.

Market Timing May Be Hazardous to Your Portfolio's Health

  • 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?

  • Understand the different fees that are charged for professional investment management
  • Learn for themselves how fees add up
  • Demonstrate how lower costs can affect performance over time

The Benefits of Diversification: And How to Achieve Them

  • 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

  • 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

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

Growth and Value: Understanding Investment Styles

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

Understanding Market Capitalization

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

Ten Facts Clients Need to Know to Achieve Investment Success

  • 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?

  • 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

  • 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

  • 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

  • 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

  • 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

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

The Glitter of Gold

  • 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)

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

Understanding Concentration Risk

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

Total Return vs Income Investing

  • 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

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

Understanding Inflation

  • 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

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

Tracking Error

  • 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?

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

Understanding Direct Indexing

  • 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

  • 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

  • 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.

The Difficulty of Predicting Interest Rates

  • Understand some of the potential problems
  • Learn the main challenges
  • See the historical record

The Risk of Holding a Concentrated Stock Position--An Example

  • 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