How many times has the market ended the year up between 8-10% (the average) on December 31st?
We reference average returns over the life of an investment, but the reality is that most of the time, the market closes out the year somewhere outside that average range. There’s a lot more variety in that year-end figure than 8-10%. We talk about why – and how that’s a GOOD thing – in this week’s podcast.
Here’s to wise investing,
Spencer Nelson & Brett Pattison
Thanks to the Fed (and inflation), interest rates have moved
In our recent conversations with clients, a question keeps coming
Peter Lynch, one of the greatest investors in the last
Nothing contained in this communication constitutes a solicitation, recommendation, promotion, endorsement, or offer by Iron Gate Global Advisors LLC. of any particular security, transaction, or investment.
Information presented is gathered from sources to be reliable. However, Iron Gate Global Advisors LLC does not attest to its accuracy and is not responsible for errors and/or omissions. Information presented is also used for educational purposes and is not to be used for investment recommendations.
Advisory services offered through Iron Gate Global Advisors, a registered investment advisor. Insurance products and services are offered and sold through Iron Gate Global Insurance, LLC (in CA: Iron Gate Global Insurance Services) and individually licensed and appointed insurance agents.
All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
