“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.”
The US stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative, or flat. When setting expectations, it’s helpful to see the range of outcomes experienced by investors historically. For example, how often have the stock market’s annual returns actually aligned with its long-term average?
Daniel Shub, AIF®, RFC®
Wealth Advisor & Founder.
OCTO Capital Wealth Management
Will I have enough money to retire and stay retired?
In this short exercise, answer questions about yourself and your future objectives. We can build a plan to help you get there.