This infographic tells the story of Quincy and his wife Caroline who inherited $20,000 in 1998. They each took $10,000 and invested it in their own account. They both invested in mutual funds with similar performance but this husband and wife have very different styles when it comes to when and how much to invest. Fast forward 20 years and see how Quincy and Caroline are doing today.
Copyright Restrictions
Rights to use portions of the content of this report are granted on the condition the user makes required regulatory disclosures and sources QAIB and DALBAR as appropriate (see below). These rights are conveyed to purchasers for their own use and are limited to their own specific publications.
Buy the sequel: Quincy and Caroline Part 2
Talk to us about how we can help you achieve your goals or customize an offering for your unique needs!