Work With Your Clients, Not Your Portfolios

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You only have so many hours in the day. How are you going to spend them?

Here are some facts that might help you decide:

Shown below are the returns of the S&P 500 Index for the last 25 years, over various time periods ending June 30, 2023. Both cumulative and annualized returns are presented.

S&P index return

Notice any trends or patterns? How about the obvious fact that Mr. Market provided healthy returns over time to those who were patient. And he didn’t need any help from you.