Client Materials

Help prepare your clients for what matters most.

An interactive chart layering major market events with the growth of $1,000 customized by year, market cap and index.

Retirement readiness planning can be daunting, we believe it's important to ask the right questions in order to make sound decisions.

In this video, Matt Sommer illustrates The Three Tiers of Retirement Income strategy in action.

Learn how investors looking for income may benefit from thinking differently about their approach.

Attempting to time the market is a risky proposition. Promote long-term investing over market timing and encourage investors to get off the sidelines.

Help investors align their expected returns with their investment time horizon. Examine the average annual return for the S&P 500® Index over the last 33 years (1984-2017).

Look at the bigger picture and put short-term volatility in perspective by explaining long-term investment focus.

Market volatility can leave investors feeling uneasy about the choices they've made. Help them stay committed and keep emotions in check through market ups and downs.

Illustrates the number of positive performance years for the S&P 500® Index outweighed the number of negative years from 1928 through 2017.

Helping investors understand that over time, dollar cost averaging may result in a lower cost per share versus making a lump sum investment.

Shows how markets have recovered after recessions and the importance of not leaving money on the sidelines.

This chart depicts the advantages and disadvantages of diversification versus performance chasing over the last fifteen years.

By looking at the value of a hypothetical investment of $1 into stocks, Government Bonds and Treasury Bills, you can see just how differently the $1 grew in each investment (1926-2017).