Planning Briefs

Investment success hinges largely on getting the answer right to this question: Would you accept 10% less return on stocks annually to experience 40% less volatility than stocks? If so, congratulations! You’re on your way to developing realistic investment expectations. 

This article is not intended as advice but only to help permanent investors develop expectations about generating retirement income or building enduring family wealth. 

This table below shows the annualized risk and returns of seven distinct assets for the 50 years ended December 31, 2022.