Investor Emotions Infographic
During times of market volatility, some clients may need additional reassurance. This FreshPlan Investor Emotions infographic illustrates how many investors feel during different time of a market cycle.
The primary driving emotion for many investors is the fear of losing money, especially when the markets appear to be on a downturn. Alternatively, many have a fear of missing out with an overly optimistic view of a never ending market run. These emotions can cloud judgement and prevent investors from thinking clearly.
The Investor Emotion infographic highlights considerations to help limit the emotional influence that may prevent investment success.
FreshPlan also includes additional infographics to support investors during times of market volatility including:
“Investor emotions can cloud good judgement during periods of volatility.”
Companion Calculators
In addition to infographics, FreshPlan also includes companion calculators that offer a historical perspective and speak to market timing and volatility.
- Stocks and Holding Periods
- Stay Invested
- Time to Recover
Infographic Features
- Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
- Personalized for individual Advisors
- Current and timely for client communications
- One of many infographics included in FreshPlan software
Calculate. Educate. Plan.
Communicate complex concepts from all areas of financial planning with current, visual infographics.
FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.
