Explaining complex financial concepts to worried investors doesn't have to be hard.

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

Morningstar Financial Presentations & Charts for Investor Engagement
 
Our financial communications library of presentations and charts offers 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.

Our financial charts, graphics, and FINRA-reviewed presentation materials are branded and backed by Morningstar data. Financial Providers Use Morningstar Financial Communications Library 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 communicate effectively with clients and reinforce their brand.

 

FINRA-Reviewed Financial Presentations
These timely presentations for today's high-interest rate environment and unpredictable markets make preparing for seminars and client or corporate meetings easy. Incorporate licensed images into derivative materials, such as brochures, flyers, emails, and websites. Select from 18 topical presentations that include:
  • Investing in a High-Interest Rate Environment
  • Portfolio of Diversification and Performance
  • Downturns & Recoveries
  • Risk & Volatility
  • Investing for Retirement, and much more!
All presentations are FINRA-reviewed for use with the public and include full speaking notes and data sourcing. Choose single images for limited distribution or access the entire library of over 200 graphics via a global permission license. 

See How Nancy Uses Her Artifact to Keep the Flowers Growing!
 
READY TO GET STARTED?
Thousands of potential clients are untapped and unengaged. Let us help you attract and cultivate them, contact us to learn more.

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.

Q

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.”
First Last
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. 
Day 1
Setting Up Your Brand New Relic of Imbued Evil
Day 2
Hushing the Murmurs That Do Not Cease
Day 3
Integrating with Marketo
Day 4
Productivity Tips For You and Your New Pet
Day 5
Email Marketing! And the Endless Void That Awaits

Q

Q

A

A

A

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
 
Enterprise Licensing

Provide information from a trusted source to enhance a marketing program by licensing reputable and objective Morningstar Financial Fitness content. 

© 2024 Financial Fitness Group, brought to you by iGrad LLC. All Rights Reserved. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

Geopolitical tensions, inflation, and high-interest rates are just a few of the economic pressures facing investors.

Financial service providers use our FINRA-reviewed financial presentations and Charts to 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.

Professionally Designed Financial Charts & Presentations

Enterprise Licensing includes:

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

Access to individual charts and graphics or a full library of over 200 images and 18 FINRA-reviewed presentations.

Print and electronic distribution options available.

Morningstar Financial Presentations & Graphics 

The U.S. Morningstar Andex Chart provides a Clear, 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. It provides clients with an overview of how the markets and the economy have performed over the last 96 years. The overriding theme explains how markets rise and fall over time, caused by different factors that affect returns. This chart illustrates how geopolitical tensions, inflation, and rising interest rates are economic pressures that will subside at some point, and things will return to normal, causing an upward pull in the economy.

Available in Print or Digital formats. Enterprise licensing is available to co-brand handouts and wall charts. Flexible distribution offerings. Order more. Save more. 

U.S. Morningstar® Andex® Chart 

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.

SCHEDULE DEMOLEARN MOREORDER YOURS NOWSCHEDULE YOUR DEMO
SCHEDULE DEMO

Explaining complex financial concepts to worried investors doesn't have to be hard.

Geopolitical tensions, inflation, and rising interest rates are just a few of investors' economic pressures. As recession fears spike and layoffs soar, Advisors should prepare to address emotional needs and guide clients financially.

Financial Service Providers use our FINRA-Compliant Financial Presentations and Charts to 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.

Enhance Your Marketing Program

 

Our financial illustrations and presentation materials are branded and backed 100% by Morningstar data. 


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?

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

Extensive co-branding and re-branding options. 

All images are 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 NOWLEARN MORE

U.S. Andex® Chart 

Morningstar Financial Presentations & Graphics

A Historical Perspective of Market
Downturns and Recoveries

Explaining complex financial concepts to clients and prospects can be challenging, 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. Enterprise licensing is available to co-brand handouts and wall charts. Flexible distribution offerings. Order more. Save more. 
These timely graphics and presentations for today's high-interest rate environment and unpredictable markets make preparing for seminars and client or corporate meetings easy. Incorporate licensed images into derivative materials, such as brochures, flyers, emails, and websites. Select from 18 topical presentations that include:
  • Investing in a High-Interest Rate Environment
  • Portfolio of Diversification and Performance
  • Downturns & Recoveries
  • Risk & Volatility
  • Investing for Retirement, and much more!
All presentations are FINRA-reviewed for use with the public and include full speaking notes and data sourcing. Choose single images for limited distribution or access the entire library of over 200 graphics via a global permission license. 
SCHEDULE DEMO
BUILD CONFIDENCE WITH TRUSTED INVESTOR EDUCATION SOLUTIONS
 
BROWSE COLLECTION NOW

Interested in viewing examples of available charts and presentations?

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.

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.

Individual Advisors   purchase your pre-printed wall charts here

ENTERPRISE LICENSING

For large enterprise licensing options submit a form

Ibbotson® SBBI

CONTACT US

Individual Advisors can buy a digital license to share via email or teleconference with clients

BUY DIGITAL LICENSE

For Enterprise Licensing Options Please Submit a Form.

VIEW ONLINE STORE

For Individual Advisor Licensing Options Visit our Online Store.

Ibbotson® SBBI

BUY DIGITAL LICENSECONTACT USBROWSE COLLECTION

For Enterprise Licensing Schedule a Demo

Individual Advisors Visit our Online Store

*Individual Advisors can access a limited version of Investing Classroom for Free on Morningstar.com

Interested in the Canadian Andex® Chart? For Enterprise Licensing, submit a form. For individual advisor options, please click here.

*Please note, we do not sell pre-printed posters of the Ibbotson SBBI. We only offer printing options through an enterprise license.

Individual Advisor Licensing

*Individual Advisors can access a limited version of Investing Classroom for Free on Morningstar.com

Enterprise Licensing

CONTACT US

Enterprise Licensing

Individual Advisor Licensing

Reviewed by FINRA. SEC IA Rule and ADA Compliant!

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.

Andex Handout (booklet) Print-Ready PDF File

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 from January 1, 1926, through December 31, 2023. 

The SBBI (Stocks, Bonds, Bills, and Inflation) is a premium image available through our Financial Communications Library. 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. 

The U.S. Morningstar® Andex® Handout is a 4-page booklet. It includes a cover page that folds open to an 11x19 size Andex chart and a backside financial graphic of the Past 30 Years. The purchase of one print license allows each advisor to print up to 25 handouts at a local printer (i.e., Kinkos). You may select at checkout to purchase more than one print license to print more than 25 copies of the handout (i.e., 50 copies = 2 licenses, 75 copies = 3 licenses, etc.). Need only one handout for personal use? email sales@financialfitnessgroup.com.

BUY PRINT LICENSE