Why EVERY Advisor
Should Download the
2017 DALBAR Study
-It calculates the 1, 5, 10, 20, and 30 year returns on the S&P 500, fixed income products, asset allocated portfolios, the benchmark bond index, and inflation.
-It tells you why the average investor over the last 20-years has earned only 4.79% (which is very low).
-It calculates the retention rate of mutual funds and bonds (how long they are held before being sold).
-It illustrates how often the average investor guessed right or wrong each year over the last twenty years.
-The DALBAR study is the most fascinating 15-page report you will read in 2017 and it's one every financial planner and insurance advisor should read.