Infographics
Active markets
Staying invested even when markets are volatile can serve investors well. History shows that some of the market's best days occur shortly after bad days.
Data as of 12/31/20
The muni bond advantage
With low interest rates, higher tax rates, and heightened market volatility, striking the right balance between generating income and preserving principal can be challenging.
Municipal bonds may be one solution, particularly for higher income earners.
Last update: January 2021
Why diversify? Market leadership changes
In dynamic financial markets, the performance of investments can change frequently. Diversifying a portfolio across many assets is a classic strategy to avoid the risk of picking one investment that can fall out of favor.
Data is as of 12/31/20
Up and down markets are not symmetrical
After a market drawdown, it takes a larger upswing to get back on track.
Understand the math of market risk
Data as of 12/31/17