DO-IT-YOURSELF INVESTORS UNDERPERFORM

Posted by Brad Bridgewater
On October 29, 2017

According to Dalbar, Inc., a Boston-based market research firm, the average equity investor severely underperformed the S&P 500 index for the 20-year period ending December 31, 2013. Retail investors achieved an average annual return of 5.02% for that 20-year period, compared to 9.22% for the S&P 500. Financial columnist Howard Gold states that retail investors […]

THREE SMALL CHANGES TO MAKE YOU A BETTER INVESTOR

Posted by Brad Bridgewater
On January 20, 2017

There was a time when making wise investment decisions was a much less complicated process. You stashed away some money in your 401(k) and maybe invested in CDs or savings bonds that offered modest but consistent returns. But modern financial markets and the nearly limitless choices they offer have made investing more complex and raised […]

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