Why EVERY Advisor Should Download the 2019 DALBAR Study
-It calculates the 1, 5, 10, and 20 year returns on:
-the S&P 500;
-fixed income products;
-asset allocated portfolios;
-the benchmark bond index
-It tells you what returns were for the "average investor" over the last 1, 5, 10, and 20 years.
-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 20 years.
-You can use the DALBAR study with potential clients to remind them that their returns have under performed as well and if you can show them how you can help improve returns, you can pick up new clients!