Past Due: Radio 095 – Average Investors in a Topsy-turvy World
Send me your feedback or leave me a voice mail: (919) 374-0501.
Chris Blais of True North Financial joined in today to talk about sound investment strategies for “Joe the Investor” in a post-Great Recession marketplace.
Ironically, in spite of the pundits on cable news and the headlines of the day, taking a long-term broad-market approach is statistically the best opportunity for making gains. Chris shared the fact that over the last 20 years, investors who stayed in broadly diversified, low-fee funds made about 8.5%. Those who jumped in and out of investments averaged less than 2%.
Dalbar Investor Behavior Research – How average investors behave vs. how the market behaves
Morningstar – Great fund research tool that sheds more light on investment fees