The Index Matrix App comes equipped with a feature that allows you to show the before-and-after effects of inflation on the time value of money.
Zoom in on events like the 1973-1974 market decline, the “Dot-com Crash,” and the “Global Financial Crisis” to show the eventual market rebound and reiterate the importance of staying invested for the long term.
Use the “Highlight Year Range” feature to demonstrate the difference in investment outcomes over 1-5 years, 6-10 years, and 11-15 years from any starting year. This helps align client and prospect investment time horizons with past market risk and return.
Over the long term, you’ll see that expected returns will be higher if you tilt toward small cap and value.
This reinforces the benefits of asset class diversification in meeting client objectives and expectations.
Choose from 23 different indices from the drop-down menu and use the “Highlight Year” function to adjust your time frame.
Our investing images help you reimagine the Matrix Book data, employ visual techniques to highlight investment principles and make concepts come alive to investors.
Dimensional-approved advisors can watch the webcast “Bringing the Matrix Book to Life” here. It features Jeff & TJ Troutner of Equius Partners demonstrating these tools.