Bamboo offers a complete collection of content to engage prospects or clients on topics that are relevant to their personal and financial lives, and we’re committed to providing you with the latest information to share with your clients.
New eMoney Bamboo Content
To keep content fresh and engaging, we periodically add new eMoney-generated content on relevant topics. Check out the latest additions below.
- Choosing a Benefits Package That Serves Your Business and Employees added November 2021 to Content Library > Business Planning.
- How to Prioritize What’s Important in Your Budget added November 2021 to Content Library > Personal Finance.
- Maximizing College Aid While Your Kids Are Young added November 2021 to Content Library > Education Planning.
- Are You Ready to Sell Your Home? added November 2021 to Content Library > Real Estate.
- Getting the Best Price for Your Home with a Real Estate Agent added November 2021 to Content Library > Real Estate.
- How to Know When It’s Time to Sell Your Home added November 2021 to Content Library > Real Estate.
- Are You Ready to Buy a Home? added October 2021 to Content Library > Real Estate.
- How Owning a Home Affects Your Taxes added October 2021 to Content Library > Real Estate.
- 6 Hidden Costs of Homeownership added October 2021 to Content Library > Real Estate.
- How a Financial Plan Helps You Endure Market Volatility added August 2021 to Content > Working with a Financial Advisor.
- How to Avoid Making Emotion-Based Financial Decisions added August 2021 to Content > Working with a Financial Advisor.
- Planning for Your Goals with Monte Carlo added August 2021 to Content > Working with a Financial Advisor.
- Social Security Benefits added July 2021 to Content > Retirement Planning.
- How to Maximize Your Social Security Benefits added June 2021 to Content Library > Retirement Planning.
- What Type of Social Security Benefit is Best for You added June 2021 to Content Library > Retirement Planning.
- What is an HSA? added June 2021 to Content Library > Healthcare.
- How to Maximize Your HSA Contributions added May 2021 to Content Library > Healthcare.
- Could a Health Savings Account Work for You? added May 2021 to Content Library > Healthcare.
If you have content suggestions, we’d love to hear from you. Please submit them through UserVoice by clicking the Request a Feature link in your footer.
Bamboo Content and Campaign Updates
To provide the latest data to you and your clients, we update articles and videos within your Bamboo content and campaign libraries as needed. Learn more about these updates below.
Content Updates
- Mitigating Risks for Small Business Owners was updated in November 2021.
- Building on a Strong Foundation was updated in November 2021.
- Investing in Yourself was updated in November 2021.
- You Got This was updated in November 2021.
- Are Financial Advisors Still Relevant in a Digital World? was updated in November 2021.
- Not Your Father’s Retirement was updated in October 2021.
- It Takes a Village was updated in October 2021.
- Education Savings Vehicles was updated in October 2021.
- Protecting Those You Love Most was updated in October 2021.
- We See You was updated in October 2021.
- Managing Debt: Don’t Go It A-Loan was updated in October 2021.
- Millennials and Retirement: How Do You Stack Up? was updated in August 2021.
- Environmental, Social and Governance: Aligning Investment Choices with Social Causes was updated in August 2021.
- Addressing Care Options Now for Your Aging Parents Will Pay Dividends for Everyone was updated in August 2021.
- The Importance of Market Valuations was updated in August 2021.
- First Responders and the Need to Save Early was updated in August 2021.
- FAFSA: Don’t Leave Money on the Table was updated in August 2021.
- The Rising Costs of College was updated in August 2021.
- Military Veterans and Customized Financial Planning was updated in August 2021.
- Teachers, Gamblers and Long-Term Investors was updated in August 2021.
- Building a Business is Like Being a Parent was updated in July 2021.
In May 2021, we updated the voiceover for nine of our celebrity-narrated Bamboo marketing videos. This update will not impact the video scripts or visuals—video content will remain the same.
- Affected Bamboo videos include: Healthcare Planning, Life in a Box, Speed of Access, What We Do, What’s in a Number, Who We Are, Get Started, Digital Advice, Goal Planning.
Campaign Updates
Campaign content changes will not impact past or currently scheduled campaigns. However, future campaigns will include the updated content below.
- Business Owners – Strong Foundation (November 2021) – Building on a Strong Foundation and Mitigating Risks for Small Business Owners were updated. Choosing a Benefits Package for Your Employees replaced Adapting to the New Tax Environment.
- Business Owners – Investing in Yourself (November 2021) – Investing in Yourself was updated.
- Following a Budget (November 2021) – How to Prioritize What’s Important in Your Budget replaced How Americans Spend and Save.
- Value of an Advisor (November 2021) – Are Financial Advisors Still Relevant in a Digital World? and You Got This were updated.
- Young Professionals (October 2021) – Not Your Father’s Retirement was updated.
- Start Saving for College (October 2021) – Education Savings Vehicle and It Takes a Village were updated. Maximizing College Aid While Your Kids Are Young replaced The Tax Cuts and Jobs Act Has Changed 529s.
- Recent College Grads (October 2021) – Managing Debt: Don’t Go It A-Loan and We See You were updated.
- Women – Protecting Those You Love (October 2021) – Strategies for Balancing Family and Financial Security and Protecting Those You Love Most were updated.
- Young Professionals (August 2021) – Millennials and Retirement: How Do You Stack Up? and Retirement Strategies for Millennials were updated.
- Creating a Financial Portfolio That Reflects Your Values– (August 2021) – Environmental, Social and Governance: Aligning Investment Choices with Social Causes was updated.
- Caring for Aging Parents (August 2021) – Addressing Care Options Now for Your Aging Parents Will Pay Dividends for Everyone was updated.
- The Power of Investing (August 2021) – The Importance of Market Valuations was updated.
- Planning for First Responders (August 2021) – First Responders and the Need to Save Early was updated.
- Parents of College-Bound Students (August 2021) – FAFSA: Don’t Leave Money on the Table and The Rising Costs of College were updated.
- Financial Guidance for Veterans (August 2021) – Military Veterans and Customized Financial Planning was updated.
- Financial Advice for Teachers (August 2021) – Teachers, Gamblers and Long-Term Investors was updated.
- Business Owners – Investing in Yourself (July 2021) – Building a Business is Like Being a Parent was updated.
- Recent College Grads (May 2021) – We See You video was updated.
- Financial Literacy for Kids (April 2021) – Turning monetary gifts into learning experiences for children was updated.
- Ready for Retirement (April 2021) – A new article, The Biggest Financial Pressures Facing Retirees (and How to Plan for Them), has replaced Understanding Annuities.
New FMeX Content
In addition to eMoney content updates, new FMeX content is released on a regular basis from weekly to quarterly depending on the type of content. Content types include:
- Industry Insights: Articles related to current events and the markets are released on a weekly basis to the “Featured” section of the Content Library, which also includes the newest content. As new articles are released, older articles are moved to the Industry Insights section so that they are always available.
- Market Commentary: Quarterly articles are typically available two to three days after the quarter ends. There is no fourth-quarter commentary. Instead, a year-in-review article is available at the end of the year. You can also find weekly Market Insights and Monthly Recaps too in Content Library > Industry Insights.
- Newsletters: We offer newsletters on topics geared toward your Clients’ most pressing needs:
- Financial Business Edge [Quarterly] Focuses on topics of interest to business owners and executives, covering a variety of issues.
- Ideas for Living Well [Quarterly] Newsletter offering prospects and clients articles on ways to improve their lives.
- NextGen Investing [Quarterly] Quarterly commentary and investment-related news for young investors.
- Financial Insider Online [Monthly] A monthly newsletter focusing on economic and investment topics.
With over 2,500 items (and growing) available through Bamboo, we understand that you might have some questions about the content. We’ve compiled some of the most frequently asked questions for your reference. Check out the interactive Bamboo FAQ and more resources in the Help section of your eMoney advisor site.
