Chart in a Minute

Use these simple visuals to help illustrate technical market perspectives to clients.

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Chart in a Minute

Use this chart to speak with clients about whether equity market returns are higher under a Republican or Democratic president. As the chart demonstrates, a nonpartisan strategy is actually a much better approach. Approved for client use.
Chart in a Minute

Use this chart to strike up conversations with clients about why fixed income is critical in a well-diversified portfolio, and why high-quality bonds in particular are worth considering. Approved for client use.
Behavioral finance

Use this chart as a conversation starter with clients about identifying and treating behavioral finance biases. Approved for client use.
Chart in a Minute

Is an interest rate cut on the horizon? The market says yes, but the Federal Reserve says no. Use this chart to help your clients examine this disconnect and to strike up a conversation about their bonds.

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