Mulberry Communications

[ Investment Guide Image ]

This booklet—which is updated annually and reviewed by FINRA—is the bedrock of your investment education efforts.

Hand out Lessons for a Lifetime of Investing to employees during the investment component of enrollment meetings or investment seminars, and help them build a foundation for investing success. Together, you will return to it again and again through every twist and turn our financial markets may take.

This booklet is the single most convenient device you can use to share and reinforce a classic, thoughtful investing perspective with employees and clients. If you rely on it as a primary communication piece, a sort of desktop “bible” for investing fundamentals, you will find that clients become more receptive to your message as time goes on.

In fact, in time, you'll find people repeating its advice back to you.

Lessons for a Lifetime of Investing:

Doesn't talk down to investors.
Is easy to understand.
Is full of “aha!” moments.
Offers needed perspective.
Can help investors avoid making rash decisions at the worst time.
Builds confidence and helps investors ignore market extremes (good and bad).
Provides a comfortable framework for all investment education.

The messages of the booklet are reinforced by our quarterly newsletter and digital presentation. This well-rounded package of investment information helps you help your clients take responsibility for their investment goals and strategies.

Please contact us to learn more about how our printed booklet, Lessons for a Lifetime of Investing, works with our newsletter and digital presentation to help independent investors achieve financial well-being.