Five Tried-and-True Ways of Out-Performing the Market Averages

There are not many tried-and-true ways of out-performing the market averages over time, but there are a few. Academic research has identified five dimensions of return that correspond to higher returns over time.

In a recent blog, Envision Wealth Planning President, Bob Bolen CFP® talked about the dimensions of higher returns – three in the equity markets: size, price, and profit, and two in fixed income markets: average maturity, average credit quality.

In this video, Bob shows just how well these dimensions beat the averages over time.

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