The Bull Market Celebrates 10 Years



The beginning of the current bull market was March 9, 2009. Over these last 10 years, the S&P 500 gained 411 percent. But only about half of Americans are benefitting from this wealth creation. Listen to Ric Edelman explain why this is a problem and offer a potential solution.

Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. 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.

An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.

Rankings for 2009, 2010 and 2012. Barron's ranking has three major components: assets managed, revenue produced and quality of the advisor's practice. Does not assess investment returns. Quality-of-practice component includes advisor regulatory record. Rankings based on universe of applications submitted through self-nomination to Barron’s.