Stock and Bond History

Since 1950, the United States has experienced two distinct time periods of interest rate movements. A period of rising interest rates from 1950 to 1982, and a period of falling interest rates from 1982 to present day. With interest rates starting to rise from historic lows, fixed income investments may pose more interest rate risk than many retirees have experienced over the last three decades. Stock markets are just the opposite – following two distinct market cycles from 1997 - 2009, equity markets are near record highs. This two page, consumer-facing, sales tool looks back at market history to help clients better understand the challenges facing American retirees.

Click the button below to download this tool to use with your clients.

To speak to a member of our wholesaling team about this tool click here or call 877-595-9325