Stifel Investment Strategy via Bloomberg, as of April 30, 2022 2 The Standard & Poor’s 500 Index is a capitalization-weighted index that is generally considered representative of the U.S. large capitalization market. Index returns include the reinvestment of dividends but do not include adjustments for brokerage, custodian, and advisory fees. Indices are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.
Diversification and dollar-cost averaging do not ensure a profit or protect against loss. For dollar-cost averaging to be effective, you should consider your ability to continue investing during periods of falling prices.