⭐ About MeAs the founder of Investments Illustrated, my mission is to demystify complex financial concepts through the power of data visualization. ⭐ What We DoOur flagship "Big Picture" chart is trusted by 100,000+ advisors and leading financial institutions. The annual chart sparks conversations about key investing concepts like compounding, risk & return, and diversification.Our latest innovation, the Big Picture Safe Withdrawal Rate Calculator, helps financial advisors address the critical planning question, “Will my money last me in retirement?”⭐ Who We Work With· Marketers at Asset Management Firms· Fund Wholesalers / Intermediaries· Financial Advisors· Individual Investors⭐ Why It WorksThe Big Picture chart resonates in a world where two-thirds of us are visual learners. Advisors find new ways to engage with clients, intermediaries build bridges with advisors, and, in turn, fund managers see the benefit of greater assets under management.Our Big Picture Safe Withdrawal Rate Calculator is the evolution of William Bengen’s famous “4% rule”, revealing safe withdrawal rates across an array of portfolios. Tapping into data from the Center for Research in Security Prices, it traces the trajectory of nearly a thousand retirements since 1926. The software enables advisors and their clients to visualize the real-life ramifications of different asset allocations, withdrawal rates, and retirement durations.⭐ What Makes Us DifferentThe Big Picture chart: The Big Picture stands alone in its ability to distill complex concepts into clear narratives. The chart is customizable to reflect your corporate identity.The Big Picture Safe Withdrawal Rate Calculator: While other planning tools pivot on predictions, the Big Picture Safe Withdrawal Rate Calculator is grounded in historical reality. It’s not about speculating on the future; it's about understanding the past to chart a clear course forward.📧 Ready to Talk?Discover how the Big Picture can enhance investor engagement. Let's connect here on LinkedIn or at ryan@investmentsillustrated.com for solutions that bring financial concepts to life for your clients.
Listed skills include Valuation, Market Research, Start Ups, Finance, and 17 others.