• The markets have provided excellent returns.
• Individual Investors have not fared nearly as well.
 

• Data from January 1984-December 1997

Source: DALBAR Financial Services, Inc., May 22, 1998
 

 As the table above indicates, the average investor who held all stocks in their portfolio from 1984-1997, did not fare as well as someone who had placed all of their funds in the S&P Index. The S&P Index is driven by a few large companies which continue to do well, but the majority of stocks in the market have actually declined in value (see the article titled Dark Side of This Market for more details).  We offer a balanced portfolio which includes severaly types of assets and will achieve superior returns over the long-run with a fraction of the risk of the S&P 500. Our goal, as it has often been stated, is to achieve a return of inflation plus 5% over the long-run.

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