Underperforming The Benchmark Is Not Always A Bad Thing

The article below describes why many financial advisers underperformed the typical benchmark of the S&P 500 in 2014. It’s important to take the medium to long term view of performance as it relates to any benchmark and understand that a diversified portfolio is not always designed to outperform a single benchmark.

http://www.investmentnews.com/article/20150201/REG/302019994/when-underperforming-the-sp-500-is-a-good-thing?issuedate=20150203&sid=INTEL&utm_source=MarketIntel-20150203&utm_medium=in-newsletter&utm_campaign=investmentnews&utm_term=text

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This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way, whatsoever. This presentation may not be construed as investment advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and are subject to change without notice.
 
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