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annual returns

January 24 2018

What Will the Market Do This Year?

Below is a synopsis of this investment report:

Investors want to know that they are with a manager who is good at predicting annual returns
Data indicate that this task is harder than it may seem
Focus on fundamentals more than forecasts to prevent unnecessary risk creeping into a nest egg

For full access to the investment report titled “What Will the Market Do This Year?”, please contact us.

October 27 2015

Below is a synopsis of this investment report:

Using a single year to measure investment returns is practically useless to investors, money managers, and everyone else in the investment industry.
Investors must accept down years from time to time, just as they already accept down months, weeks, days, hours, and even minutes.
Trying to either beat the market and/or avoid an occasional loss every year is a dangerous and unattainable goal that no human could possibly accomplish in a lifetime.

For full access to the investment report titled “Annual Returns Tell Investors Very Little”, please contact us.