Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Over the 20 year period ending in 2014, the average equity fund investor achieved a 5.19% annualized return compared to the average S&P 500 Index return of 9.85%. 1

  • Investor underperformance is largely attributable to behavioral biases that cause investors to act on emotion and misperceptions about investment risk.
     
  • Studies show how investor biases can substantially lower portfolio performance and reduce investment returns—often leading to inadequate assets in retirement.
     
  • A professional Financial Advisor brings expertise to protect against investor bias while developing sound investment strategies that address the risk and performance objectives for each investor.

 

 

1. DALBAR Quantitative Analysis of Investor Behavior 2015 Advisor Edition