Visualizing the Entire S&P

Jun 29, 2023 | Blog Posts

As financial advisors, we spend a lot of time focused on data points, investment products, and aggregate-level portfolio performance. It’s important sometimes to take a step back, pause, and reflect that these data points are ultimately the culmination of human activity. Sometimes, it helps to see things differently.

The markets are ultimately about people and what they produce and consume. The following infographic from Visual Capitalist puts this dynamic into interesting perspective.


About CircleBlack

CircleBlack is an all-in-one technology platform for relationship-focused financial advisors. To learn how our software can help you build, manage, and grow your wealth management practice, get in touch to request a demo.

Disclosures
This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal, or tax advice.

Financial Advisor Reading List: September 2023

Summer is over; on to fall! Though with temps across the nation it seems we have more than a few dog days left.  Regardless, the working world is back - vacations are over, kids are back to school, and the office often has the best AC.  While you’re staying out of the...

Financial Advisor Reading List: August 2023

Back to school season is around the corner. That means a lot of financial advisors are wrapping up summer vacations, prioritizing time with family, and getting ready for the fall. Meanwhile, life at work may be feeling busier than ever due to economic uncertainty....

Ready to try CircleBlack?

See how we can help you simplify your daily tasks, delight your customers, and grow your practice.