Stay the Course Infographic

This Stay the Course infographic reinforces that choosing investments that align with your risk tolerance and the time horizon of when you will need to draw on the investments will help to achieve your financial goals.

Keeping your money only in interest-bearing investments such as bank accounts and term deposits may keep your money safe from market volatility, but it may also increase your risk of not having enough money for your financial goals. Factors like taxes and inflation, increase the risk of these investment having very low or negative returns.

Stay the Course infographic

When investing for the long run, short-term fluctuations are expected.

Choosing investments that align with your risk tolerance and the time horizon of when you will need to draw on your investments will help to achieve your financial goals. While short-term downturns occur in the markets, historically, the long term trend has been firmly upward.

This Stay the Course infographic highlights the benefits of focussing on the long term, diversifying to reduce risk, and the importance of reviewing your plan.

This infographic is included in FreshPlan software and is also available as a print-ready or web-ready piece.

Related infographics:

• Market Volatility
• Holding Periods & Volatility
• Investor Emotions

Companion Calculator

Historical perspective calculators help to provide insight into how a security or market has reacted to a variety of different variables. Companion calculators include:

  1. Market Volatility
  2. Holding Periods and Volatility

Infographic Features

Communicate Complex Concepts
Financial Infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Personalized
Infographics are personalized with the advisor name, contact information and company logo.

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