Broker Check
Sticking With Your Strategy

Sticking With Your Strategy

| April 23, 2025

When it comes to investing, it's important to remember the potential benefits of remaining invested over time—even when markets whipsaw like we've seen this month.

In short, patience can be a powerful ally.

Over the past 96 years, 73 percent of one-year periods resulted in gains. Extend that to three years, and the figure rises to 84 percent. Hold for five years, and it's 88 percent. Stick it out for 10 years, and the likelihood reaches 94 percent.

For the period between January 1, 1927, and December 31, 2023. Stocks are represented by the S&P 500 Composite Index, which is an unmanaged index that is considered representative of the overall U.S. stock market. Index performance is not indicative of the past performance of a particular investment. Past performance does not guarantee future results. Individuals cannot invest directly in an index. The return and principal value of stock prices will fluctuate as market conditions change. And shares, when sold, may be worth more or less than their original cost.

This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm.