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Investment Returns

Investment returns can be traced to four sources:
  • The choice of asset mix
  • Market timing decisions
  • Securities selection
  • Chance

Of these four sources, asset allocation decisions account for over 80% of every financial return.

Luckily, this is the source that is most under your control.

Regularly updating your financial plan means that you are constantly ensuring that your portfolio contains an intelligent combination of cash, fixed income securities, and equities.

Ask Yourself:
  1. When was the last time you completed your cash flow statement?
  2. How well has your net worth statement increased in value over the last 3 years?
  3. How much funds will your retirement nest egg produce in yearly income at your planned retirement age?
  4. Do you only invest in blue chip yielding stocks or Mutual funds?
  5. What avenues have you taken to ensure a portfolio composed of risk diversification?

Connect with Benson Kearley IFG to learn more.