Explaining complex financial concepts to worried investors doesn't have to be hard.
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Our financial charts, graphics, and FINRA-reviewed presentation materials are branded and backed 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 communicate effectively with clients and reinforce their brand.
- Investing in a High-Interest Rate Environment
- Portfolio of Diversification and Performance
- Downturns & Recoveries
- Risk & Volatility
- Investing for Retirement, and much more!
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Geopolitical tensions, inflation, and rising interest rates are just a few of the economic pressures facing investors. 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.
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-compliant 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.
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.
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.
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.
U.S. Andex® Chart
Morningstar Financial Presentations & Graphics
A Historical Perspective of Market
Downturns and Recoveries
Available in Print or Digital formats. Enterprise licensing is available to co-brand handouts and wall charts. Flexible distribution offerings. Order more. Save more.
- Investing in a High-Interest Rate Environment
- Portfolio of Diversification and Performance
- Downturns & Recoveries
- Risk & Volatility
- Investing for Retirement, and much more!
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
For large enterprise licensing options submit a form
Ibbotson® SBBI
Individual Advisors can buy a digital license to share via email or teleconference with clients
For Enterprise Licensing Options Please Submit a Form.
For Individual Advisor Licensing Options Visit our Online Store.
Ibbotson® SBBI
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
Enterprise Licensing
Individual Advisor Licensing
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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 over the time period January 1, 1926, through December 31, 2022.
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 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 then folds open to a 11x17 size Andex chart, and a backside financial graphic of the Past 30 Years. The purchase of one print license allows each individual 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.