top of page
This site was designed with the
.com
website builder. Create your website today.Start Now
Need To Know

According to Dalbar’s Quantitative Analysis of Investor Behavior (QAIB) for 2014, the returns on investment are paltry at best. On average an investor locked in a ten-year fixed income fund garnered an annualized return of 0.6%. 

 

A diversified investor, a blend of equities and fixed income for ten-years got a 2.6% annualized rate of return. 

 

Moreover, moving the investment horizon out to twenty years didn’t fair any better, even though our market performance overall has had historical highs.  On average, the Main Street investor received an annualized return of 2.5% on their blend of investments.  The 30-year rate of return was 1.9%.

 

Dalbar has released its QAIB 2014 report on Invesco Funds.   I encourage you to take the time to read it.  It is the standard of the financial industry that sets the bar for quantifiable fiducuary investment recommendations.

Featured:  Invesco Funds

DALBAR has evaluated the Invesco Balanced-Risk

Allocation Fund offered by Invesco Advisers, Inc. to determine if it complies with the requirements to be used as a qualified default investment alternative (QDIA) as defined by the Employee Retirement Income Security Act of 1974, as amended [ERISA] Section 404(c)(5) and associated regulations.

Note: This website is for informational purposes only and should not be construed as a solicitation to sell or an offer of any of Primerica's products or services.

Primerica Representatives are independent contractors. Representatives are not licensed to sell all products in all states/provinces. Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. For more information, see Primerica's Important Disclosures.

Life-licensed Primerica representatives are agents of certain affiliated Primerica Companies. In New York, term life insurance products are underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, New York. In the United States (except in New York), term life insurance products are underwritten by Primerica Life Insurance Company, Executive Offices: Duluth, Georgia. In Canada, term life insurance products and Common Sense Funds segregated fund products are underwritten by Primerica Life Insurance Company of Canada, Head Office: Mississauga, Ontario.

In the U.S., securities are offered exclusively by PFS Investments Inc. In Canada, mutual funds are offered exclusively by PFSL Investments Canada Ltd, mutual fund dealer. Representatives not licensed with these entities cannot sell to you, or discuss with you, any securities or investment products. Primerica Home Office Address: 1 Primerica Parkway, Duluth, GA 30099. Canadian Head Office Address: 2000 Argentia Rd., Suite 300, Plaza V, Mississauga, Ontario L5N 2R7.

Advisory services offered through Primerica Advisors, which is the trade name under which PFS Investments Inc. conducts its investment advisory business.

bottom of page