When markets are volatile it can be hard to maintain your investing discipline and stick to your game plan. Believe it or not, markets may be returning to the norm; 2017 was one of the least volatile years in the history of the stock market.
Trying to “time” the stock market’s roller-coaster ride can be very risky and very expensive. For example, an investor that remained fully invested in the S&P 500 between January 3, 1995 through December 31, 2014 experienced an annual return of 9.85%. Had the same investor missed the best 10 days in the S&P 500 during that time their return would have been cut by almost 40% to 6.10%.* Ouch!
We can help you navigate the market’s ups and downs and stay on track. Call us to discuss your concerns, 865-240-2292.
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*Source: Prepared by J.P. Morgan Asset Management using data from Lipper. 20-year annualized returns are based on the S&P 500 Total Return Index. Past performance is not indicative of future returns. Data as of December 31, 2014.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning as of 04/12/2018 and are subject to change at any time due to the changes in market or economic conditions.