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According to a 2017 study conducted by Dalbar Inc., a company that studies the behavior of traders and investors and evaluates investor market returns, data consistently show that the average investor earns returns that are below-average. The S&P 500 Index averaged 9.85 percent a year, for twenty years, which ended on December 31, 2015. Indeed, this is a significant historical return. However,…Read More

The New Year seems to always bring great hope for change and self-improvement. For financial traders and investors, the New Year is also a time for critical self-reflection. It presents the opportunity to close out a year, log or annual return, and begin a fresh start. Undoubtedly, if you haven’t already, taking the time to establish some New Year’s resolution for your investment portfolios is…Read More

The 2018 year is almost at its end. If you’re like most, you likely have a long list of to-do’s to complete before the year ends. Traders and investors, especially, have their hands full. With all that needs to get done, one of the most important annual tasks that traders should ensure to complete is a year-end review of their investment portfolio. Taking a look at an investment portfolio will…Read More