“This time is different.”
– Unknown
February is the time of year when we annually update the tool we call our “62-year scorecard.”
Although 65 has long been assumed to be the retirement age in America, the law allows for Social Security benefits starting at age 62, which also happens to be the average age at which folks retire in our great nation. Every year, we consider the performance of the U.S. equity market in the lifetime of a person reaching this milestone age.
Check out our latest video, in which we update this interesting analysis. Importantly, we also discuss another important February anniversary that presents a great learning opportunity.
Download the article
To download our article, click here.
Helping those you care about
The purpose of our “Great Investors” series is to help you become an outstandingly successful investor by following the principles of patience and discipline, which are required to prosper as an equity investor. No doubt, “Mr. Market” periodically tests that patience and discipline by subjecting investors to emotional swings, possibly causing many to make a big mistake. Only those who faithfully adhere to a rock-solid investing philosophy will pass those tests.
Successful investing, while always fundamentally simple, will never be easy. You may have a family member, colleague, or friend who perhaps has not fared as well recently, and who you feel might have benefited from the sort of advice you’re receiving. Should that be the case, we would certainly appreciate your introducing us to them. We very much enjoy working with you and would welcome the opportunity to offer the same level of planning and service to the people you care about.
Join us February 18th at the Shooting Lodge at the Philadelphia Country Club
Please join us on February 18th for our first “Great Investors LIVE” event of the year — REGISTER HERE. Enjoy cocktails and hors d’oeuvres while we give a brief outlook summarizing current events. Feel free to bring a friend or family member! There will be ample time for Q&A and discussion to address any additional questions you may have.