Answering Tough Client Questions
Virtual Investing Summer Series 2026
Dimensional communications experts will discuss the skills and frameworks financial advisors can use to talk about investment principles and to answer tough client questions on the economy, markets, and investment performance.
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Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.
Growth of wealth shows the growth of a hypothetical investment of $1 in the securities in the S&P 500 Index. Data presented in the growth of wealth example is hypothetical and assumes reinvestment of income and no transaction costs or taxes. The example is for illustrative purposes only and is not indicative of any investment. S&P data © 2026 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
(12:38) Source for 1920 and 1970: Historical Statistics of the United States, Colonial Times to 1970/US Department of Commerce. Source for 2025: US Department of Labor, Bureau of Labor Statistics, Economic Statistics, Consumer Price Index—US City Average Price Data.
(13:34) Past performance is not a guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Data presented in the Growth of $20,000 example is hypothetical and assumes reinvestment of income and no transaction costs or taxes. The example is for illustrative purposes and is not indicative of any investment.
S&P data © 2026 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.