The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
All indices are unmanaged and may not be invested into directly. Historical performance is no guarantee of future results.
The Standard & Poor's 500 Index is a capitalization weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The economic forecasts set forth may not develop as predicted.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. No strategy assures success or protects against loss.
DALBAR'S Quantitative Analysis of Investor Behavior (QAIB) study examines real investor returns from equity, fixed income and money market mutual funds for 30 years. The study was the first to investigate how mutual fund investors' behavior affects the returns they actually earn. The Average Equity Investor returns are represented by the change in total mutual fund assets after excluding sales, redemptions, and exchanges.
The Armstrong Wealth Management Group WealthProtect System is an investment risk control system designed (but not guaranteed) to limit significant losses in major bear markets (excess of 30% loss from market peak to market trough). It is NOT designed to prevent normal market losses (under 20%). No strategy can assure a profit or protect from a loss. Occasional false signals can reduce returns.
Originally published on June 27th, 2017.