The Blind Spot That Nearly Crippled My Wealth Advisory Career—And How I Flipped the Script to Dominate the Game

The Blind Spot That Nearly Crippled My Wealth Advisory Career—And How I Flipped the Script to Dominate the Game

But I think that is a perception issue.

I crafted the following slides in something that our clients might get to see it if they come in to see their advisers:

It shows the same MSCI ACWI IMI over the past 15 years. Since ACWI IMI is Developed markets plus emerging markets large cap, mid cap and small caps, the annualized return is 10.5% and the cumulative return is 348%.

But the investor also eat a lot of shit the market throws at it along the way. The faint pink drawdowns show the evidence of that. And the folks that sit through it deserve the returns because they sat through those shit uncertainty the markets throw at them.

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