Dollars and Diagrams

Stock Ownership: The Big Picture


Is “noise” keeping you from investing?

I believe far too much energy is spent trying to decipher which investment vehicle to choose. There is an infinite possibility of investment choices (individual stocks, UITs, active funds, index funds, sub-accounts, or ETF’s).

The key to building long-term wealth is to get invested and stay invested in the strategy that you choose.

There are going to be times when active management outperforms passive management and vice versa. Before investing, understand the cost of admission before investing:

  • Since WWII, the S&P 500 has had an annual drop (peak to trough) of approximately 10% EVERY year.
  • Since WWII, the S&P 500 has had a drop of approximately 40% every 5 years.
  • The reward of staying invested has been an approximate annual rate of return of approximately 10%.

If you cannot handle the cost of admission, that is ok.  It is better to know that on the front end.  There are options available for everyone!


Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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