Bubbles are modular newsletter blocks. Drag them into the newsletter, reorder them,
edit the text, add your own headings or notes, apply your firm branding, then export to PDF.
Bubble types
- Big Picture: the main client-ready opening narrative for the week.
- Trending: what clients may be thinking about based on the week's news and data.
- Stories: important market, economy, policy, company, or geopolitical stories.
- Theme: the dominant investment or planning theme of the week.
- Did You Know: a memorable fact or short educational insight.
- Topic: shorter market explanations, takes, definitions, and client education bubbles.
- Numbers: market snapshots, rates, sectors, commodities, and other data tables.
- Guru: longer research briefings from notable investor/commentator videos.
- Smart Money: institutional positioning and 13F-style manager-convergence insights.
- Opportunities: event-driven market angles for analysis and discussion.
- Anomalies: unusual insider, price, filing, or cross-asset signals.
- Tips: client-facing planning ideas. Review and soften before sending.
Building a newsletter
- Starter templates: choose Balanced, Conservative Retiree, Opportunity Watch, or Education First.
- Type filter: narrow the library by content type.
- Search: find bubbles by topic, ticker, phrase, or theme.
- Drag and reorder: drag bubbles into the newsletter and move them into the order you want.
- Edit: use the pencil icon to customize any generated block before exporting.
- + Heading: add your own section heading, such as Client Planning Notes or Upcoming Dates.
- + Text block: add your own intro, disclosure, sign-off, client note, or custom commentary.
Brand settings
- Firm name: appears in the exported newsletter masthead.
- Logo upload: adds your logo to the export. Use Clear logo to remove it.
- Primary color: controls headings and borders.
- Accent color: controls the masthead background.
- Newsletter title: controls the exported newsletter title.
Review all content before sending. This tool creates educational newsletter drafts.
Opportunity, Guru, Smart Money, and Tip bubbles are research inputs, not personalized investment,
tax, or legal recommendations.