Insights & News

March 2014
Investment Strategy

Blue Sheets: Strategy for Choppy Markets

Throughout 2013, a surge of demand for U.S. stocks swept the S&P 500 Index to a 32% total return! In that same 12 months, though, the earnings of those 500 companies only grew by about 5%. Hmmm.

For perspective, over the past 15 years, the market’s compound annual return has been just 4.5%. But single-year returns have been very erratic, ranging from 2008’s 37% loss to last year’s 32% gain.

To read the complete issue of the Blue Sheets please click on the link below.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by FAI Wealth Management), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from FAI Wealth Management. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. FAI Wealth Management is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of FAI Wealth Management's current written disclosure statement discussing our advisory services and fees is available for review upon request.

Download the PDF File

Sign Up for FAI Insights & News

and get it delivered to your inbox!