Morningstar Advisor - April/May 2010 - 60

Risk & Volatility. Portfolio Diversification. Retirement Income.
Give your clients the big picture with FINRA-reviewed content and analysis from Morningstar.

Principia Presentations & Education
Probability of Meeting Income Needs Various withdrawal ratesand portfolio allocations over a 25-year retirement
86% 97% 95% 92% 88% 4 % With d rawal rate 35% 71% 79% 79% 76% 5% 4% 28% 52% 60% 62% 6% 0% 5% 27% 42% 48% 7% 0% 0% 11% 26% 36% 8%

Frontier-Market Performance Growth of $100 and annual returns
Growth of $100 $600

100% Bonds

75% B 25% S

50% B 50% S

25% B 75% S

100% S to cks

• Emerging markets

• Frontier markets

• International developed markets

• U.S. market

IMP O R T A NT : P ro jectio n s g en erated b y Mo rn in g s tar reg ard in g th e likelih o o d o f v ario u s in v es tm en t o u tco m es are h y p o th etical in n atu re, d o n o t reflect actu al in v es tm en t res u lts , an d are n o t g u aran tees o f fu tu re res u lts . R es u lts m ay v ary o v er tim e an d with each s im u latio n . T h is is fo r illu s tra tiv e p u rp o s e s o n ly a n d n o t in d ic a tiv e o f a n y in v e s tm e n t. A n in v e s tm e n t c a n n o t b e m a d e d ire c tly in a n in d e x . © 2 0 09 Mo rn in g s ta r, In c . 3 /1 /2 0 0 9

$297 $229 $150 $107

100

60 June 02 June 03 June 04 June 05 June 06 June 07 June 08 June 09

Annual returns 80% 40 0 –40 –80 2003 2004 2005 2006 2007 2008 Jan–July 2009

Past performance is no guarantee of future results. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. © 2009 Morningstar, Inc. All rights reserved. 9/1/2009

A comprehensive communication resource with relevant, time-tested investment concepts and strategies, Morningstar ® Principia ® Presentations & Education is ideal for one-onone client meetings, seminars, monthly outreach, and training sessions. With extensive Morningstar data and in-depth industry research, this Presentation & Education Library is the simplest way for advisors to discuss a wide-range of investing topics, while setting appropriate client expectations. All materials are professionally designed and FINRA-reviewed for use with clients. Each presentation can be personalized and includes a full page of speaker notes that help clarify complex investment topics.

23 Microsoft® PowerPoint® Presentations Over 200 slides for use in client meetings and seminars. Topics include:

Principia Presentations & Education E-Delivery $550 CD-ROM $580

Investing in Frontier Markets, Real Estate Investing, Downturns and Recoveries, and many more
11 Ready-To-Distribute Investor Brochures

Order today! Call

1 866-608-9571
(Mention Code: MORNADD01) For more product information, please visit: www.morningstar.com/goto/PED

Address the many risks investors face when approaching, and in retirement. Topics include: Immediate Annuities, Inflation Risk, Longevity Risk, Market Volatility Risk, and many more
Five New Business Generating Sales Ideas A Balancing Act, Bracing for Reality, Find Your Match, Miss a Little, Miss a Lot, and Playing Catch-Up

©2010 Morningstar, Inc. All rights reserved. The Morningstar name and logo are trademarks of Morningstar, Inc. Data displayed has been altered and is for illustrative purposes only.


http://www.morningstar.com/goto/PED http://www.morningstar.com/goto/PED

Morningstar Advisor - April/May 2010

Table of Contents for the Digital Edition of Morningstar Advisor - April/May 2010

Morningstar Advisor - April/May 2010
Contents
New On MorningstarAdvisor.com
Contributors
Letter from the Editor
Our Job: Building Better Investors
What’s Your Biggest Long-term Concern for the Economy?
An Early Start
Women’s Work
Investment Briefs
Markowitz 2.0
Asset Allocation Is King
A Decade of Riskier Assets ...
... but with plenty of Silver Linings
Be Prepared
Facing up to the Economy’s Problems
Levelheaded
Surviving on Conviction
Four Picks for the Present
Pharmaceutical Firms Get the Urge to Merge
Funds That Look Cheaper Than the Market
Finding Dividend Leaders
Mutual Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks with Wide Moats
VAs: Assets Rise as New Sales Slip
New at Morningstar
When You Wish Upon a Star
Morningstar Advisor - April/May 2010 - Morningstar Advisor - April/May 2010
Morningstar Advisor - April/May 2010 - Cover2
Morningstar Advisor - April/May 2010 - 1
Morningstar Advisor - April/May 2010 - 2
Morningstar Advisor - April/May 2010 - Contents
Morningstar Advisor - April/May 2010 - 4
Morningstar Advisor - April/May 2010 - 5
Morningstar Advisor - April/May 2010 - New On MorningstarAdvisor.com
Morningstar Advisor - April/May 2010 - 7
Morningstar Advisor - April/May 2010 - Contributors
Morningstar Advisor - April/May 2010 - Letter from the Editor
Morningstar Advisor - April/May 2010 - 10
Morningstar Advisor - April/May 2010 - Our Job: Building Better Investors
Morningstar Advisor - April/May 2010 - 12
Morningstar Advisor - April/May 2010 - 13
Morningstar Advisor - April/May 2010 - What’s Your Biggest Long-term Concern for the Economy?
Morningstar Advisor - April/May 2010 - 15
Morningstar Advisor - April/May 2010 - An Early Start
Morningstar Advisor - April/May 2010 - 17
Morningstar Advisor - April/May 2010 - Women’s Work
Morningstar Advisor - April/May 2010 - 19
Morningstar Advisor - April/May 2010 - Investment Briefs
Morningstar Advisor - April/May 2010 - 21
Morningstar Advisor - April/May 2010 - Markowitz 2.0
Morningstar Advisor - April/May 2010 - 23
Morningstar Advisor - April/May 2010 - 24
Morningstar Advisor - April/May 2010 - 25
Morningstar Advisor - April/May 2010 - 26
Morningstar Advisor - April/May 2010 - 27
Morningstar Advisor - April/May 2010 - Asset Allocation Is King
Morningstar Advisor - April/May 2010 - 29
Morningstar Advisor - April/May 2010 - 30
Morningstar Advisor - April/May 2010 - 31
Morningstar Advisor - April/May 2010 - 32
Morningstar Advisor - April/May 2010 - 33
Morningstar Advisor - April/May 2010 - A Decade of Riskier Assets ...
Morningstar Advisor - April/May 2010 - ... but with plenty of Silver Linings
Morningstar Advisor - April/May 2010 - 36
Morningstar Advisor - April/May 2010 - Be Prepared
Morningstar Advisor - April/May 2010 - 38
Morningstar Advisor - April/May 2010 - 39
Morningstar Advisor - April/May 2010 - 40
Morningstar Advisor - April/May 2010 - 41
Morningstar Advisor - April/May 2010 - 42
Morningstar Advisor - April/May 2010 - 43
Morningstar Advisor - April/May 2010 - Facing up to the Economy’s Problems
Morningstar Advisor - April/May 2010 - 45
Morningstar Advisor - April/May 2010 - 46
Morningstar Advisor - April/May 2010 - 47
Morningstar Advisor - April/May 2010 - 48
Morningstar Advisor - April/May 2010 - 49
Morningstar Advisor - April/May 2010 - Levelheaded
Morningstar Advisor - April/May 2010 - 51
Morningstar Advisor - April/May 2010 - 52
Morningstar Advisor - April/May 2010 - 53
Morningstar Advisor - April/May 2010 - Surviving on Conviction
Morningstar Advisor - April/May 2010 - 55
Morningstar Advisor - April/May 2010 - 56
Morningstar Advisor - April/May 2010 - 57
Morningstar Advisor - April/May 2010 - Four Picks for the Present
Morningstar Advisor - April/May 2010 - 59
Morningstar Advisor - April/May 2010 - 60
Morningstar Advisor - April/May 2010 - Pharmaceutical Firms Get the Urge to Merge
Morningstar Advisor - April/May 2010 - 62
Morningstar Advisor - April/May 2010 - 63
Morningstar Advisor - April/May 2010 - Funds That Look Cheaper Than the Market
Morningstar Advisor - April/May 2010 - 65
Morningstar Advisor - April/May 2010 - Finding Dividend Leaders
Morningstar Advisor - April/May 2010 - 67
Morningstar Advisor - April/May 2010 - Mutual Fund Analyst Picks
Morningstar Advisor - April/May 2010 - 69
Morningstar Advisor - April/May 2010 - 70
Morningstar Advisor - April/May 2010 - 71
Morningstar Advisor - April/May 2010 - 50 Most Popular ETFs
Morningstar Advisor - April/May 2010 - 73
Morningstar Advisor - April/May 2010 - Undervalued Stocks with Wide Moats
Morningstar Advisor - April/May 2010 - 75
Morningstar Advisor - April/May 2010 - VAs: Assets Rise as New Sales Slip
Morningstar Advisor - April/May 2010 - 77
Morningstar Advisor - April/May 2010 - 78
Morningstar Advisor - April/May 2010 - New at Morningstar
Morningstar Advisor - April/May 2010 - When You Wish Upon a Star
Morningstar Advisor - April/May 2010 - Cover3
Morningstar Advisor - April/May 2010 - Cover4
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