InvestorIQ™ Slides

 
Probability of Losing Money in the Stock Market: 1989-2008

Many investors focus on the short-term values of their portfolios. Unfortunately, this makes it difficult to stick with a plan  designed to have a longer term approach. This slide depicts exactly how, over time, the risk of losing money in the stock market decreases. In fact, by just taking the view from a daily to a yearly one, many investors' chances of losing money in the stock market is almost cut in half!

InvestorIQ™ Slide: Probability of Stock Market Losses

Previous InvestorIQ™ Slides

Taxes Can Significantly Reduce Your Investment Returns

Most people tend to ignore how taxes affect your real rate of investment return. Especially with federal tax rates at historic lows, now may be the time to begin considering the real impact of what is likely to be higher taxes, and a higher burden, as it relates to your specific situation. After all, while paying taxes is a responsiblity we all must shoulder, making sure you only pay your fair share is now potentially more important than ever.

InvestorIQ™ Slide: Taxes Significantly Affect Your Returns

                                                  
The Sequence of Investment Returns Affect Your Nest Egg

This slide depicts how drastically the outcome of a given portfolio can be affected by the ordering of your investment returns. The graph on the left shows how quickly one would have run out of money based on the actual returns each year if they would have retired on January 1, 1973, while the graph on the right shows how the opposite would have happened had the actual returns occurred in the exact reverse order.

InvestorIQ™ Slide: Why the Sequence of Returns Matter

 

The Dangers of Market Timing - Miss A Little, Miss A Lot

So you think you can time the market and know when to get in and when to get out? Think again! Doing so requires you to make two perfect investment decisions, and while some have had some luck, no one has ever been skillful enough to do it on a consistent, long-term basis. See just how much your investment returns are affected when you miss just a few of the best days in the markets over a long period of time.

InvestorIQ™ Slide: Miss A Little, Miss A Lot