Chart in a Minute
Use these simple visuals to help illustrate technical market perspectives to clients.
Chart in a Minute content
Fixed Income
We think tax-equivalent municipal bond yields look attractive, particularly for investors in top tax brackets. Use this chart to talk with your clients about the opportunity.
Fixed Income
Given the clouded outlook for 2025, now might be a good time to ensure that your clients are sufficiently allocated to bonds. This chart could help start the conversation.
Insights & Ideas
Do your clients need some diversification from U.S. stocks? Consider international equities, which have performed well since the current bull market began in late 2022.
Chart in a Minute
Are your clients concerned about U.S. equity market concentration risk? Consider complementing their traditional market-cap index strategies with Fundamental Index® strategies. Use this client-approved chart as a conversation starter.
Chart in a Minute
If your clients are asking which political party generates the highest market returns while in the White House, consider using this client-approved chart to strike up a conversation.
Fixed Income
If your clients have been asking about investment-grade corporate bonds, consider using this client-approved chart to support a follow-up conversation. Given recent yields, this may be their window of opportunity.
Chart in a Minute
Given that starting yields tend to drive fixed income total returns over time, we think the outlook for bonds is quite favorable. This client-approved chart can serve as a conversation starter.
Chart in a Minute
If your clients are concerned about potential concentration risk in today’s U.S. equity market, consider using this client-approved chart to strike up a conversation about Fundamental Index® strategies.
Chart in a Minute
If your clients need municipal bonds but are on the sidelines waiting for interest rates to settle, consider offering them a municipal bond ladder. This client-approved chart can be used as a conversation starter.