BACKBelieve it or not, most investors do not earn market returns due to excessive fees, poor diversification, trying to time the market, excessive taxes or a combination of all of these. A recent study by Dalbar, Inc., a Boston-based research firm, showed that for the 20 year period between 1989 and 2008 the S&P 500 had an annualized return of 8.42% while the average investor earned only 1.87%. That’s a lot of money left on the table.
2012 – Are You Earning Market Returns?
Author:
Mimi H. Boblitz & Scott D. Reinhardt, CFA
Published on: January 23, 2013