Charts in a Minute

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

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Charts 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.
Charts in a Minute

Show your clients why it's important that their retirement portfolios are properly aligned with their risk tolerances. View this chart to learn more.
Charts 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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