It is natural for investors to be concerned with investment portfolio performance during declining markets. Our team understands the stress of seeing account balances fluctuate, but historically sticking to a long-term strategy has produced better results.
Referencing the chart below, this Dalbar study estimates the average investor achieved far lower returns during the 21 years ending 2020 than a buy and hold strategy would have achieved in various equity asset classes (real estate, US, international, or government bonds).
IMPORTANT DISCLOSURES
This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.
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