Investor Education

The Big Picture: Interactive Illustrative Chart

Illustrates the investment returns of major asset classes from 1926 onward.
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A Simple Look at Correlation

A look at historical asset class return correlations over a 15-year period.
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Taking the Long View

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

It's All Perspective

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

Help investors align their expected returns with their investment time horizon. Examines the average annual return for the S&P 500® Index over the last 30 years (1977-2007).
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Emotional Cycles of the Market

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.
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Spreading It Out

Help investors understand that over time, Dollar Cost Averaging may result in a lower cost per share versus making a lump sum investment.
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A Positive Perspective

Illustrates the number of positive performance years for the S&P 500® Index outweighed the number of negative years from 1931 through 2008.
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Recession Recovery

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

This chart depicts the advantages and disadvantages of diversification versus performance chasing over the last fifteen years.
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Tax-Deferred Investing Can Make a Big Difference

The math behind tax-deferred investing.
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