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HELPING OUR CLIENTS SUCCEED
It is our objective to provide great value to our clients by helping them stick to their investment plan through volatile times. Consider that during the past 20 years (ending 12/31/09), the average stock fund investor earned 3.2% per year while the average stock fund return was 8.8% per year.* So investors have incurred a self-inflicted penalty estimated to be 5.6% per year by buying high and selling low over and over again. We believe this underscores the importance of investors having an experienced advisor on their side to help avoid investment decisions based on fear and greed.
*Source: Quantitative Analysis of Investor Behavior by Dalbar, Inc. (March 2010).
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