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Chart of the Day: Invest at the Record High

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Mar 5, 2024
Bar graph illustrating S&P 500 1-Year, 3-Year and 5-Year average cumulative returns from 1988 to 2020, comparing returns in investing on any day (light green) vs investing at all-time highs (dark green).

Contents

Today’s Chart, from Peter Mallouk via the Chart Report, shows the average cumulative S&P 500 returns from 1998 to 2020.The chart compares returns if you invested on any day (light green) vs. when investing while the market was at all-time highs (dark green.) Clients ask, “We are at a new stock market record; should we wait to invest new funds?” It turns out, history shows us that investing at the peak is a better time than any other. It goes against conventional wisdom, but since the market goes up over time, record highs are usually followed more record highs. 
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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