Periodic Table of Investment Returns

Periodic Table of Returns

A good perspective is an important part of a successful investment plan. Through the years, we have used the Periodic Table of Investment Returns to help our clients understand the relative performance of the important asset classes. The illustrations of returns that the table provides has proved to be very helpful to our clients. For that reason, we have developed the video below to help better explain the concept.

We hope that you find it helpful.


About Chas Boinske

Charles P. Boinske, CFA, is a 30 year investment management veteran overseeing the strategic direction and portfolio management process for Independence Advisors, LLC. Have a question for Charles? CLICK HERE TO ASK CHARLES

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