Finding Your Fiduciary Financial Advisor
When you are selecting or retaining a financial advisor, how do you know if you are making the best choice?
The US stock market has averaged about a 10% annual return since 1926, but it’s usually well above or below that mark in a given year. Understanding that range can help investors ride out the ups and downs.
Understanding the range of potential outcomes can help you stick with a plan and ride out the inevitable ups and downs.
IMPORTANT DISCLOSURES
This report was first published by Dimensional Fund Advisors LP, an investment advisor registered with the Securities and Exchange Commission.
Past performance is no guarantee of future results. Actual returns may be lower. Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful. Indices are not available for direct investment. Index returns are not representative of actual portfolios and do not reflect costs and fees associated with an actual investment.
In US dollars. S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
Shore Point Advisors is an investment adviser located in Brielle, New Jersey. Shore Point Advisors is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Shore Point Advisors only transacts business in states in which it is properly registered or is excluded or exempted from registration. Insurance products and services are offered through JCL Financial, LLC (“JCL”). Shore Point Advisors and JCL are affiliated entities.
When you are selecting or retaining a financial advisor, how do you know if you are making the best choice?
Equity compensation can provide a big financial boost, but it is important to manage it by balancing potential risks and rewards.
In the second part of this young investor series, we discuss three more investment concepts every young investor may want to embrace.
If you are new to investing, it can be tough to know where to get started. There is so much information and advice out there.