Better Long Term Returns

Stocks, real estate, and bonds are considered among the top choices for investors focusing on long-term goals. The enduring stability and capacity for expansion that these investment options demonstrate over prolonged durations render them appealing assets for individuals with a penchant for patiently navigating the world of investments.

Stocks have consistently demonstrated superior performance compared to various asset classes throughout decades of market history. For instance, the S&P 500 has shown an impressive yearly return of 9.80% spanning from 1928 to 2023, surpassing the returns of other investments such as T-bills at 3.30%, 10-year Treasury notes at 4.86%, gold at 6.55%, and more.

Emerging markets offer the allure of substantial rewards alongside significant risks. The MSCI EM Index showcased a 2.66% annual return as of December 29, 2023, emphasizing the dynamic nature of these markets.

Small caps and large caps have demonstrated remarkable performance trends over the last decade. Recent data up to January 26, 2024, indicates that the Russell 2000 yielded a commendable 7.08% return, whereas the Russell 1000 achieved a notable 12.39% return during the corresponding timeframe.