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| PowerPoint® Slides |
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 | Canadian Market Perspective | |
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 | S&P/TSX Bull and Bear Markets | |
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 | Portfolio Summary Statistics | |
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 | Excess Returns of Stocks Relative to GICs | |
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 | Power of Compounding | |
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 | Dangers of Market Timing | |
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 | Market-Timing Risk | |
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 | Asset Class Winners and Losers | |
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 | Risk of Stock Market Loss over Time | |
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 | Sector Performance | |
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 | The Case for Diversifying | |
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 | Stocks and Bonds: Risk versus Return | |
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 | Potential Shortfall: The Risk of High Withdrawal Rates | |
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 | Potential to Outlive Your Portfolio | |
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 | The Sequence of Returns Can Significantly Affect Your Retirement | |
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 | Probability of Meeting Income Needs | |
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 | Domestic and Foreign Strength | |
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 | Correlation by Region | |
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 | International Investments/Expand Opportunities | |
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 | Global Investing with Emerging Markets | |
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| Key Features |
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 | Presentation contains 20 slides covering various investment topics, utilizing Morningstar’s trusted and independent research and analysis | |
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 | Comprehensive speaking notes for each image help to clarify complex topics and encourage client conversations | |
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 | Presentation can be personalized with personal contact information, company logos, or other personal branding information | |
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