Using interactive tools to help explain investment concepts and decisions can make client meetings more memorable and engaging – for advisors and clients alike.
Give clients a more realistic view of their financial future, teaching them about the pitfalls of adhering to the well-known Rule of 72 for long-term investment planning. Specifically, educate them about how powerfully inflation can eat away at the purchasing power of their nest egg.
Attempting to “buy” past performance presents several issues. This updated infographic depicts how Morningstar-rated funds actually performed over time, and you might be surprised to see the results.
Fund ratings are poor predictors of performance, even over the long term. Read on to discover how the Class of 2001 has performed over the years.
Many investors equate fund ratings with a crystal ball. Read on for facts to help dispel the myth that ratings are indicative of future returns.
Many investors consult fund rankings when making investment decisions. Fund flows show that 2012 was no exception.
The Giants have claimed their 2nd World Series championship in the past three years. Are your friends or clients talking about how the outcome is predictive of how U.S. equities will perform? Here’s 40 years of evidence indicating if it’s a good strategy or not.