Navigating Investors Through Uncertain Markets

FIND OUT WHY ALL OF THESE GREAT COMPANIES HAVE CHOSEN US AS THEIR SOLUTION

The “NOW YOU’RE MARKETING WITH (INCREDIBLY DANGEROUS) POWER” Course:

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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

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.

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.

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

Andex® Chart 

Powerful Presentations

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

2023 Ibbotson® SBBI

The Ibbotson® SBBI Has Been Updated Through 12/31/2022 to Reflect The Current Market

The Ibbotson SBBI reflects a 97-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, 2021. 

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

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

The Ibbotson® SBBI Has Been Updated Through 12/31/2021 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

For print orders larger than 50 submit a form now.

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.

Purchase Pre-Printed Wall Charts 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.