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Steve Coker, CFP
- Sep 19, 2016
- 2 min
Underperforming the Market? Here's Why
The results are in and the average mutual fund investor has underperformed the S&P 500 for the past 20 years. In fact, according to a report published by the Dalbar consulting firm, the average equity mutual fund investor’s average annual return over the last 20 years was only 4.67%, which is far lower than the 8.19% average annual return of the S&P 500 itself. So why does the average equity mutual fund investor underperform? Contrary to conventional wisdom the primary cau
Steve Coker, CFP
- Jan 24, 2016
- 2 min
Is the Market Going to Crash?
Is the market going to crash? If you read many of the headlines from this past week then you may believe yes. Certainly, stocks are having a terrible start to the new year with US stocks dropping over 6% and international stock markets dropping over 10% year-to-date. It is tempting to sell everything and go home! Yet, I would caution against assuming that every curve is a new trend. The markets will have ups and downs, and while I can’t predict the future, I am certain t
