Financial Planning
Our planning process results in an organized, comprehensive view of your goals and a clear actionable plan for how to reach them. We then monitor your plan to make sure that you stay on track and make any needed adjustments.
The U.S. stock market has delivered an average annual return of around 10% since 1926. But short-term results may vary, and in any given period stock returns can be positive, negative or flat. When setting expectations, it's helpful to understand the range of outcomes experienced by investors historically. For example, how often have the stock market's annual returns actually aligned with its long-term average?
