Navigating Investors Through Uncertain Markets

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Morningstar Financial Presentations & Charts for Investor Engagement
 
Industry-tested financial concepts in various convenient formats to assist financial advisors in attracting, building, and cultivating deeper relationships with their 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 investors how the stock market has weathered many downturns and always bounces back over time. 

Presentations available for individual licensing:
  • Portfolio of Diversification
  • Downturns & Recoveries
  • Risk & Volatility
  • Investing in a Rising Interest Rate Environment
  • Investing for Retirement
  • Growth & Value Investing
  • ESG and more!
All presentations are FINRA reviewed for use with the public. Presentations are delivered in digital format as PDFs and include images with full speakers 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:

A 5-day Guide to Controlling What Cannot be Controlled
 
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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Frequently Asked Questions

Jonathan Smith
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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Hushing the Murmurs That Do Not Cease
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Integrating with Marketo
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Productivity Tips For You and Your New Pet
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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. 

® 2023 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 Morningstar Financial Presentations

U.S. 2023 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. 

Available in Print or Digital formats. 

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

U.S. Morningstar Andex® 

Powerful Presentations

A Historical Perspective of Market
Downturns and Recoveries

The Morningstar Andex Chart is a helpful tool that can educate clients on market downturns, recoveries, and the concept of long-term vision and planning, giving them the confidence to stay invested in stable or turbulent markets

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 confidently. These timely presentations for today's high-interest rate environment and unpredictable markets make preparing for seminars and client or corporate meetings easy. Presentations available include:
  • Downturns & Recoveries, 
  • Risk & Volatility 
  • Morningstar SBBI
  • Portfolio of Diversification
  • ESG and much more!

All presentations have been FINRA reviewed for use with the public and include full speaking notes and data sourcing.
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BUILD CONFIDENCE WITH TRUSTED INVESTOR EDUCATION SOLUTIONS
 
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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 12/31/2022 to Reflect The Current Market

The Ibbotson SBBI reflects a 96-year examination of past capital market returns and provides historical insight into the performance characteristics of various asset classes. This graph illustrates the hypothetical growth of inflation and a $1 investment in four traditional asset classes over the time period January 1, 1926, through December 31, 2022. 

Key highlights include:

  • History of major asset classes since 1926 

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

  • Demonstrates the importance of staying invested

As the economy slows and fears of recession rise, many investors sell their positions, worsening already falling stock prices. However, history has shown that times like these will pass, and sometimes the most significant economic gains come after times of financial crisis. Using the Ibbotson SBBI, advisors can show investors that times like these are a bump on the road and that it's important not to panic and make rash decisions.


Buy a digital license to share via email or teleconference with clients

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

The Ibbotson® SBBI Has Been Updated Through 12/31/2022 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 the chart to up to 100 clients.

Ibbotson® SBBI

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For print orders larger than 50 submit a form now.

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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
Industry-tested financial concepts to help you educate clients.
 
Morningstar Financial Presentations & Charts for Investor Education
 
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Purchase a Pre-Printed Wall Chart Here

Buy a digital license to share via email or teleconference with clients. 

Buy a digital license to share via email or teleconference with clients.

Each individual digital license provides access to one advisor to digitally redistribute the chart to up to 100 clients via email, teleconference, or in-person meeting.

Posters are printed at 25″x38″, Full Color on 80# Opus Cover Stock paper. To purchase more than 50 posters please contact sales@financialfitnessgroup.com

Buy a license to access a Print-Ready PDF file to print a wall chart on your own or purchase a digital license to share electronically through email and conference calls. Each individual digital license provides access to one advisor to digitally redistribute the chart to up to 100 clients via email, teleconference, or in-person meetings. One print license allows the printing of ONE chart. If you need to print more than one chart, please purchase that many licenses during checkout.

Canadian 2022 Morningstar® Andex® Chart 
Clear, Historical Perspective of Market Downturns and Recoveries

Explaining complex financial concepts to clients and prospects can be challenging in stable or volatile markets, even for experienced professionals. The 2022 Canadian Morningstar Andex® Financial Chart (CA June 2021 - June 2022 Data) is an excellent tool to help educate your clients on market downturns and recoveries, giving them the information to invest confidently. 



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US Andex Handout (booklet) Print-Ready PDF File

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

Order a pre-printed wall chart that gets shipped directly to you.

The purchase of one print license allows each individual advisor to print up to 25 handouts at a local printer (i.e. Kinkos). Need only one handout for personal use? email sales@financialfitnessgroup.com.

US Andex Handout (booklet) Print-Ready PDF File

The purchase of one print license allows each individual advisor to print up to 25 handouts at a local printer (i.e. Kinkos). Need only one handout for personal use? email sales@financialfitnessgroup.com.

BUY PRINT LICENSE