Client Materials

Help prepare your clients for what matters most.

Client Materials
Taking the Long View
Taking the Long View

Attempting to time the market is a risky proposition. Promote long-term investing over market timing and encourage investors to get off the sidelines.

Client Materials
Setting Expectations
Setting Expectations

Help investors align their expected returns with their investment time horizon. Examines the average annual return for the S&P 500® Index over the last 33 years (1984-2017).

Client Materials
Spreading It Out
Spreading It Out

Help investors understand that over time, dollar cost averaging may result in a lower cost per share versus making a lump sum investment.