From the course: Financial Planning and Wealth Management Fundamentals
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What's in it for you?
From the course: Financial Planning and Wealth Management Fundamentals
What's in it for you?
Now let's talk a little bit more about what's potentially in it for you before we start moving into the business side of things and the insights of the industry as well as careers. So if you're interested in a career in wealth management and financial planning, this is the quantifiable value of your skill set and what it could bring to individuals and families. So this is a very high level metric because every investor deals with various risk tolerances and and constraints, but to illustrate the point, let's look at some data here. So this is some data that's been provided by J.P. Morgan in one of their annual 10-Ks and their research has found that over a recent 20-year period, these asset classes, balanced portfolios and relevant metrics like inflation, compare such that the S&P 500 averaged a 9.5% return in that 20-year period, while the average investor just outpaced average inflation, earning 3.6%. Now, the important question here is why that might be the case. Now, my thoughts…
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