---
title: Effective Investment Charts for Communication with Clients
description: Learn how to create effective investment charts that communicate the importance of your client's investments.
---

[Best in the Business Blog ](https://www.clientwise.com/blog)

# [Effective Investment Charts for Communication with Clients](https://www.clientwise.com/blog/valuable-articles-from-around-the-web-this-week-2)

 Written by [Ray Sclafani](https://www.clientwise.com/blog/author/ray-sclafani) | Apr 10, 2020 2:20:09 PM

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*"Success is not final, failure is not fatal: it is the courage to continue that counts."*  
- Winston Churchill

 

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**[Communicating Triggers And Breaking The News That The Plan Has To Change](https://www.kitces.com/blog/trigger-commitment-device-financial-plan-update-spending-change-bear-market/?utm_source=rss&utm_medium=rss&utm_campaign=trigger-commitment-device-financial-plan-update-spending-change-bear-market&utm_source=Nerd%E2%80%99s+Eye+View+%7C+Kitces.com&utm_campaign=64bbceff45-NEV_MAILCHIMP_LIST&utm_medium=email&utm_term=0_4c81298299-64bbceff45-57098073)**

 

[Adversity Gives Rise to Great Leaders - Good for sharing with Your Team](https://www.clientwise.com/blog/adversity-gives-rise-to-great-leaders?utm_source=hs_email&utm_medium=email&utm_content=86101517&_hsenc=p2ANqtz-9GWIx0uU6OH-FDTw54Fa-q43_k0P-aZ4ThoSkZTqXaKz-wQqBOeR1hrT9ihF_GAmy--K11rW1eobxZq4H4cWPl0TDkbQ&_hsmi=86101517)

 

**[Effective Investment Charts for Communication with Clients ](https://www.advisorperspectives.com/commentaries/2020/04/09/the-4-phases-of-a-full-market-cycle?bt_ee=S1TxH9YHGqv4JrqL/XwMNqYauNp0OgZSzmNwHmwft6bAdWWCVn0Ii58Nt9FOm6/u&bt_ts=1586460834821)**

 

**[Collection of Covid-19 Articles Outlining How the World Changes Permanently](https://www.politico.com/news/magazine/2020/03/19/coronavirus-effect-economy-life-society-analysis-covid-135579?cid=covid_m)**

 

**[SEC Releases Exam Schedules for Reg BI, Form CRS](https://www.thinkadvisor.com/2020/04/07/sec-releases-exam-schedules-for-reg-bi-form-crs/)**

 

**[FP Tech Survey](http://www.surveygizmo.com/s3/5487848/newsletter)**

 

 

[View full post](https://www.clientwise.com/blog/valuable-articles-from-around-the-web-this-week-2)

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