Why A Financial Planner?
Should You Consider a Financial Planner?
The chart above is based on DALBAR's Qualitative Analysis of Investor Behavior 25th annual report, period ending December 31, 2018.
1DALBAR's year Quantative Analysis of Investor Behavior (QAIB) study examines real investor returns from equity, fixed income, and money market funds from January 1984 through December 2017. The study was originally conducted by DALBAR, Inc. in 1994 and was the first to investigate how mutual fund investors' behavior affects the returns they actually earn. Past performance is no guarantee of future results. Indexes cannot be invested into directly.
Investing in mutual funds involves risk, including possible loss of principal.
An increase in interest rates may cause the price of bonds and bond mutual funds to decline.