Choose investing that works for you.
From 1991-2013 the S&P 500 average compound return has been 8.97% per year; however, the average investor has only earned a return of 6.87%.* The reason for the difference is simple: many do-it-yourself investors fail to take a smart approach to investing. They don’t understand their own risk tolerance (the right amount of risk for return they desire) or risk not realizing potentially higher returns than those who work with a financial consultant. Others feel the value of a wealth management advisor is not worth it.
You rely on PROFESSIONALS for many things in life
Servicing your car, preparing your taxes, and maintaining your health, to name a few. When it comes to your financial well-being, having a trusted financial consultant is every bit as important. A financial consultant will help you work towards growing your wealth, manage risk, and pursue financial security.
Avoid the common pitfalls of a “do-it-yourself” investor
Contact your local Mutual Financial Group consultant to begin investing smarter today. We’ll help you identify your risk tolerance level and help you to continually manage your risk levels throughout the ever-changing investment landscape.
*DALBAR's 2013 Quantitative Analysis of Investor Behavior (QAIB) study examines real investor returns from equity, fixed income and money market mutual funds from January 1991 through December 2013. The study was originally conducted by DALBAR, Inc. in 1994 and was the first to investigate how mutual fund investors' behavior affects the returns they actually earn. Past performance is no guarantee of future results. Indexes cannot be invested into directly.
Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.
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