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Wealth Professional | 11 May 2015, 08:01 AM Agree 0
Stats show seg funds are gaining popularity with skittish clients on the insurance side, but mutual fund guys are shooting holes in that thinking.
  • Ken MacCoy, CHS | 11 May 2015, 01:46 PM Agree 0
    I agree 100% with my two esteemed colleagues.
  • Peter | 11 May 2015, 08:41 PM Agree 0
    And according to Forbes business magazine in Nov 2014 .....
    “The average investor in a blend of equities and fixed-income mutual funds has garnered only a 2.6% net annualized rate of return for the 10-year time period ending Dec. 31, 2013.
    The same average investor hasn’t fared any better over longer time frames.  The 20-year annualized return comes in at 2.5%, while the 30-year annualized rate is just 1.9%.”
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