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HOLISTIC FINANCIAL PLANNING IS
A PROCESS, NOT AN EVENT

blog

Key Questions for the Long-Term Investor

At some point, most investors ask themselves questions like: “Do I have to outsmart the market to be successful?” or “Will a fund with strong past performance do well in the future?” A few key principles can help provide answers and improve the odds of investment success in the long run.

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The Uncommon Average

The US stock market has delivered an average annual return of around 10%. In most years, however, the return has been above or below the average, often by a significant amount. Understating the range of potential outcomes can help investors stay disciplined and increase the odds of a successful investment experience in the long term.

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Lessons for the Next Crisis

Capital markets have rewarded investors over the long term, and having an investment approach you can stick with-especially during tough times-may better prepare you for the next crisis and its aftermath.

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Equifax Breach

The security breach at Equifax and their subsequent response(s) have been alarming and disappointing. Here are a few tips and resources to help with this security breach.

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