Morningstar Advisor - April/May 2010 - 60

Risk & Volatility. Portfolio Diversification. Retirement Income.
Give your clients the big picture with FINRA-reviewed content and analysis from Morningstar.

Principia Presentations & Education
Probability of Meeting Income Needs Various withdrawal ratesand portfolio allocations over a 25-year retirement
86% 97% 95% 92% 88% 4 % With d rawal rate 35% 71% 79% 79% 76% 5% 4% 28% 52% 60% 62% 6% 0% 5% 27% 42% 48% 7% 0% 0% 11% 26% 36% 8%

Frontier-Market Performance Growth of $100 and annual returns
Growth of $100 $600

100% Bonds

75% B 25% S

50% B 50% S

25% B 75% S

100% S to cks

• Emerging markets

• Frontier markets

• International developed markets

• U.S. market

IMP O R T A NT : P ro jectio n s g en erated b y Mo rn in g s tar reg ard in g th e likelih o o d o f v ario u s in v es tm en t o u tco m es are h y p o th etical in n atu re, d o n o t reflect actu al in v es tm en t res u lts , an d are n o t g u aran tees o f fu tu re res u lts . R es u lts m ay v ary o v er tim e an d with each s im u latio n . T h is is fo r illu s tra tiv e p u rp o s e s o n ly a n d n o t in d ic a tiv e o f a n y in v e s tm e n t. A n in v e s tm e n t c a n n o t b e m a d e d ire c tly in a n in d e x . © 2 0 09 Mo rn in g s ta r, In c . 3 /1 /2 0 0 9

$297 $229 $150 $107

100

60 June 02 June 03 June 04 June 05 June 06 June 07 June 08 June 09

Annual returns 80% 40 0 –40 –80 2003 2004 2005 2006 2007 2008 Jan–July 2009

Past performance is no guarantee of future results. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. © 2009 Morningstar, Inc. All rights reserved. 9/1/2009

A comprehensive communication resource with relevant, time-tested investment concepts and strategies, Morningstar ® Principia ® Presentations & Education is ideal for one-onone client meetings, seminars, monthly outreach, and training sessions. With extensive Morningstar data and in-depth industry research, this Presentation & Education Library is the simplest way for advisors to discuss a wide-range of investing topics, while setting appropriate client expectations. All materials are professionally designed and FINRA-reviewed for use with clients. Each presentation can be personalized and includes a full page of speaker notes that help clarify complex investment topics.

23 Microsoft® PowerPoint® Presentations Over 200 slides for use in client meetings and seminars. Topics include:

Principia Presentations & Education E-Delivery $550 CD-ROM $580

Investing in Frontier Markets, Real Estate Investing, Downturns and Recoveries, and many more
11 Ready-To-Distribute Investor Brochures

Order today! Call

1 866-608-9571
(Mention Code: MORNADD01) For more product information, please visit: www.morningstar.com/goto/PED

Address the many risks investors face when approaching, and in retirement. Topics include: Immediate Annuities, Inflation Risk, Longevity Risk, Market Volatility Risk, and many more
Five New Business Generating Sales Ideas A Balancing Act, Bracing for Reality, Find Your Match, Miss a Little, Miss a Lot, and Playing Catch-Up

©2010 Morningstar, Inc. All rights reserved. The Morningstar name and logo are trademarks of Morningstar, Inc. Data displayed has been altered and is for illustrative purposes only.
http://www.morningstar.com/goto/PED http://www.morningstar.com/goto/PED
Morningstar Advisor - April/May 2010

Table of Contents for the Digital Edition of Morningstar Advisor - April/May 2010
