2003, Financial Advice and Investment Advisor

Transcript: Luis Berruga, Global X ETFs

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. What is the financial advice world like in Europe? And I always use the exact same example, how will you invest in Google in 1998, or in Facebook in 2003?

Clients

Clients Investments Investing Management

Recency Bias!!!

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

As these tables can take a while to be published or readily available, let’s for now break the past twenty years of available market data into two 10-year periods: 2003-2012 and 2013-2022. In the more recent decade not including 2023 (2003-2012), U.S. During the 2003-2012 period, U.S. Large Cap, Developed ex-U.S.

Assets

Assets Investing Investments Marketing

Financial Advisor Source

Transcript: Luis Berruga, Global X ETFs

Recency Bias!!!

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