In todays world is buy and hold a viable strategy, or as I also call it relative return investment management. Why? Market downturns have certain investors trying to time the market. Dalbar, a financial services research firm published an interesting study. From 1988 to 2009 the S&P Index returned 8.2% while the average equity mutual [...]
According to Ned Davis Research and utilizing the Dow Jones Industrial Averages, since 1906 there has been four bear markets, 1906-21, 1929-42, 1966-82, and 2000 to ???, in contrast there has been three bull markets, 1921-29, 1942-66, and 1982-2000(DJIA Index). The average bear market lasts 14 years with an average cumulative return of -30.96%. The [...]
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About Rick Helbing, CFP®, ChFC
I'm a CERTIFIED FINANCIAL PLANNER™ and Owner of Suncoast Advisory Group with offices in Sarasota and Jacksonville, Florida. As a practicing advisor for over 25 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals.
Charles "Shay" H. Woodward IV, MBA
As a third generation Financial Planner for over 15 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals. I run the Jacksonville, Florida office for Suncoast Advisory Group.
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