After stumbling on to Vanguards 10 year forward estimate returns late last year… we just HAD to update and bring these to everyone’s attention…. planned in the Newsletter… no room!
Vanguard – Here is the article and disclaimers
Research Affiliates – aka the brilliant – Rob Arnott’s Company – Here is the website and disclaimers
GMO – 7 Year forecast – Ouch – Here is their information
Thankfully caught the copyright/Institutional only, on GMO before hitting send…. – it shows a negative chart for US Large and small stocks over the next 7 years!
So we have -5% on a seven year projection to a very jovial + 4% year over year for US Large company stocks – Wow…
After a steamy few years, this may seem impossible…. a big draw down (not predicting) is what makes this possible!!
Have a Great “Humbling Future Expectations Return” Day!
John A. Kvale CFA, CFP
AI Content Authenticity: Copilot created the sad investor on the header. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
