Infographics

The muni bond advantage
Muni bond yields have jumped in 2022. When you invest for income, explore the tax advantage of munis and look beyond pretax yields.
Try this interactive tool for a more personalized yield picture
Data as of 6/30/23

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 as of 12/31/21

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