About Us

Welcome! At Investments Illustrated we design charts that help financial professionals engage with their clients.

Trusted by leading financial institutions and over 100,000 advisors, the annual Big Picture® chart sparks conversations about key investment principles.

Following are some of the institutions that rely on the Big Picture to educate clients and grow their business:

In addition to the Big Picture chart, we created the Big Picture Safe Withdrawal Rate Calculator, a novel retirement planning tool that has been endorsed by renowned financial advisor Bill Bengen (inventor of the “4% Rule”), industry leader Bob Veres, FinTech expert Joel Bruckenstein, and many others.

We hold long-term licenses with two of the world’s premier historical investment data compilers:

Center for Research in Security Prices (CRSP)
Global Financial Data Inc.

For more information about the historical data included in the Big Picture, please contact us at info@investmentsillustrated.com

Investments Illustrated, Inc.
Livermore, CA

94551
United States