One of the most impactful things that we can discuss and put in front of a client is a kind of visual “history of the stock market,” often shown as a graph of the overall market’s performance from its inception to the present moment. It’s impactful to show a client this – especially for someone who is about to become a client - because it allows us to share openly what has happened in the past, and what is possible or probable. While we cannot predict the future, this visual history of the markets helps to set expectations for the client’s experience.
