Navigating Investors Through Uncertain Markets

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Financial Communications for Investor Engagement
 
Industry-tested financial concepts to help you educate clients.
 
But You Have a Trump Card ...
… And it ISN’T just some intangible concept on the World Wide Web. It’s something you can touch and hold, and if you listen very closely, you can hear it softly whispering the names of people you have yet to meet.



Financial Providers Use Morningstar Financial Fitness Solutions To: 

     Help individuals make better financial decisions and move toward financial wellness.

     Arm professionals with investment knowledge and professionally researched and designed materials.
 

     Provide flexible solutions that allow institutions to effectively communicate with clients and reinforce their brand.

 

Topical Presentations with Market Commentary
These PowerPoint presentations are used by individual advisors, asset managers, or home offices to present financial information in an illustrative format. In down markets, these presentations can explain to worried clients how over time, the stock market has weathered many downturns and always bounces back. 

Presentations available for individual licensing:
  • Managing Through Uncertainty
  • Downturns & Recoveries
  • Risk & Volatility
  • Principles of Investing
All presentations have been FINRA reviewed for use with the public. Presentations include images with full speaking notes and data sourcing. 
See How Nancy Uses Her Artifact to Keep the Flowers Growing!
 
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The “NOW YOU’RE MARKETING WITH (INCREDIBLY DANGEROUS) POWER” Course:

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No matter how hard I try, no matter how much might I muster, I cannot exhaust the Spire of Unending Flame.
 
Well, yeah. It’s unending.

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Founder/Managing Partner, Smith Partners Wealth Management
 
“The Andex Chart is an ideal starting point for client meetings, helping me clearly convey various investment concepts while engaging my clients in their own investment decisions.”
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Financial Service Provider
 
A picture says 1,000 words. Morningstar’s image library is a key tool to help convey complex concepts to clients in a simple and effective form. 
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Setting Up Your Brand New Relic of Imbued Evil
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Email Marketing! And the Endless Void That Awaits

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My accursed artifact is emitting an incessant, loud hymming, as if a plague of locusts was approaching.
 
This means the Marketo integration was successful.
Are there any risks to using an object that is saturated with several millennia's worth of sorrows for marketing purposes?
 
Not really! Accursed artifacts are a sound investment that will reliably increase both the number of leads and their quality. There are some minor issues — for example, temporary or permanent separation of the soul and body — but these can be corrected by installing a custom firmware.
What industry experts are saying about 
our Investor Education Solutions
BUILD CONFIDENCE WITH TRUSTED INVESTOR EDUCATION SOLUTIONS
 
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Provide information from a trusted source to enhance a marketing program by licensing reputable and objective Morningstar Financial Fitness content. 

The Investing Classroom™ is our solution to generating more educated investors. 

® 2020 Financial Fitness Group. All  rights reserved. Any other logos or representations are the sole rights and responsibilities of those entities

The complexities of today’s volatile market make it difficult to keep clients informed and educated on why it’s important, now more than ever, to stay invested.


What’s Included in Our Financial Resource Library?

Professionally designed images and presentations backed by Morningstar ’s data & research

Extensive co-branding & re-branding options. All images available in PPT, PDF, and EPS format

Flexible licensing available—license a single image or the full library 

Print and electronic distribution options available

Powerful Presentations

The Morningstar® Andex® Chart 
Clear, Historical Perspective of Market Downturns and Recoveries

Explaining complex financial concepts to clients and prospects can be a challenge in stable or volatile markets, even for experienced professionals. The right communication tools can go a long way in helping to spark meaningful discussions and client interactions. Each individual advisor license provides access to one advisor to digitally redistribute the chart to up to 100 clients. 

Available in Print or Digital formats. Use Promo Code FALL20 at checkout to save 20%!

Premium Financial Charts

Learn more about how the Morningstar Investing Classroom can help you Attract, Build, and Cultivate deeper relationships with your clients. 

Brokers, advisors, individual investors, and industry leaders recognize Morningstar and the Financial Fitness Group as an independent and objective source of investment information and investor education.

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Navigating Investors Through Uncertain Markets

With a 200% surge in web traffic for most major financial services firms, smart companies will look to turn to online education and tools to capture the “Loyalty Effect”.

Individuals trust those firms that help educate and empower them versus sell them their products. Our Financial Resource Library and Investing Classroom can help you deepen client relationships in stable or turbulent markets.

Enhance Your Marketing Program

 

Our financial illustrations and presentation materials are branded and backed 100% by Morningstar data. Having strong financial education offers financial service providers the ability to provide their clients with the assurance that tumultuous economic times like these will not last.


Financial Providers Use Morningstar Financial Fitness Solutions To: 

Help individuals make better financial decisions and move toward financial wellness

Arm professionals with investment knowledge and professionally researched and designed materials.

Provide flexible solutions that allow institutions to effectively communicate with clients and reinforce their brand.

 

Brokers, advisors, individual investors, and industry leaders recognize Morningstar and the Financial Fitness Group as an independent and objective source of investment information and investor education.

What’s Included in Our Suite?

Professionally designed images and presentations backed by Morningstar ’s data & research 

Extensive co-branding & re-branding options. All images available in PPT, PDF, and EPS format 

Flexible licensing available—license a single image or the full library 

Print and electronic distribution options available

ORDER YOURS NOWBROWSE COLLECTION

Andex® Chart 

Powerful Presentations

A Historical Perspective of Market
Downturns and Recoveries

Explaining complex financial concepts to clients and prospects can be a challenge, even for experienced professionals. The right communication tools can go a long way in helping to spark meaningful discussions and client interactions. Each individual advisor license provides access to one advisor to digitally redistribute the chart to up to 100 clients. 

Available in Print or Digital formats. 
License our Topical Presentations with Market Commentary
We offer a variety of PowerPoint presentations that individual advisors, asset managers, or home offices can use to present with confidence. In down markets, these presentations can explain to worried clients how over time, the stock market has weathered many downturns and always bounces back. Presentations available include; Managing Through Uncertainty, Downturns & Recoveries, Risk & Volatility and, much more!

All presentations have been FINRA reviewed for use with the public and include full speaking notes and data sourcing. 
SCHEDULE DEMO
BUILD CONFIDENCE WITH TRUSTED INVESTOR EDUCATION SOLUTIONS
 
DOWNLOAD NOW

Download a Copy of Our Image Library Catalog to See Examples

The Investing Classroom™ is our solution to generating more educated investors. Users of this powerful e-learning solution consistently demonstrate significant improvement in their financial knowledge, attitudes, and behaviors, leading to more confident and engaged investors.

Users of this powerful e-learning solution consistently demonstrate significant improvement in their financial knowledge.

Purchase Pre-Printed Wall Charts Here

Ibbotson® SBBI

The Ibbotson® SBBI Has Been Updated Through 3/31/2020 to Reflect The Current Market

The SBBI (Stocks, Bonds, Bills, and Inflation) is a premium image available through our Financial Resources Library. Key highlights include:

  • History of major asset classes since 1926 

  • Key historic events provide context for asset class movement Also known as "Growth of $1" 

  • Demonstrates the importance of staying invested

  • Each Individual Advisor License provides access to one Advisor to digitally redistribute it up to 100 Clients.

Buy a digital license to share via email or tele-conference with clients

BUY DIGITAL LICENSEBUY DIGITAL LICENSE

Buy a digital license to share via email or tele-conference with clients.

BUY NOW! The Ibbotson® SBBI Has Been Updated Through 3/31/2020 to Reflect The Current Market

The SBBI (Stocks, Bonds, Bills, and Inflation) is a premium image available through our Financial Resources Library. Key highlights include:

  • History of major asset classes since 1926 

  • Key historic events provide context for asset class movement Also known as "Growth of $1" 

  • Demonstrates the importance of staying invested. With today's turbulent market, we've updated the Ibbotson SBBI through 3/31/2020.

  • Each individual advisor license provides access to one advisor to digitally redistribute the chart to up to 100 clients. 

Ibbotson® SBBI

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For print orders larger than 50 submit a form now.

BUY DIGITAL LICENSEBUY DIGITAL LICENSE

Our financial illustrations and presentation materials are branded and backed 100% by Morningstar data. Having strong financial education offers financial service providers the ability to provide their clients with the assurance that tumultuous economic times like these will come to pass.

BUY DIGITAL LICENSE

Buy a digital license to share via email or tele-conference with clients.

BUY DIGITAL LICENSE

Market Volatility Timeline: Growth of $1 and the U.S. Stock Market’s Real Peak Values

This chart shows that over this period of almost 150 years, $1 (in 1870 U.S. dollars) invested in a hypothetical U.S. stock market index in 1871 would have grown to $15,303 by the end of March 2020. But it wasn’t a smooth ride to get there. There were many drops along the way, some of which were severe. The market always eventually rebounded and went on to new highs, but it may have been hard to believe this during some of the long-term bear markets.

Each Individual Adviros License provides access to one Advisor to digitally redistribute it up to 100 Clients.

Industry-tested financial concepts to help you educate clients.
 
Financial Communications for Investor Engagement
 
BUY DIGITAL LICENSEBUY DIGITAL LICENSE

Purchase Pre-Printed Wall Charts Here

Buy a digital license to share via email or tele-conference with clients. 

Market Volatility Timeline: Growth of $1 and the U.S. Stock Market’s Real Peak Values

This chart shows that over this period of almost 150 years, $1 (in 1870 U.S. dollars) invested in a hypothetical U.S. stock market index in 1871 would have grown to $15,303 by the end of March 2020. But it wasn’t a smooth ride to get there. There were many drops along the way, some of which were severe. The market always eventually rebounded and went on to new highs.

Each Individual Adviros License provides access to one Advisor to digitally redistribute it up to 100 Clients.

Buy a digital license to share via email or tele-conference with clients. 

Buy a digital license to share via email or tele-conference with clients. 

USE PROMO CODE FALL20 AT CHECKOUT TO SAVE 20%

USE PROMO CODE FALL20 AT CHECKOUT TO SAVE 20%

USE PROMO CODE FALL20 AT CHECKOUT TO SAVE 20%

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