past performance disclaimer

1 reply [Last post]
scrim67's picture
Joined: 2005-04-28

I'm curious on how we all phrase to our clients the past performance disclaimer.
Is it ethical to say that generally a mixture of assets will outperform CD's, bonds, etc. in the long run and then illustrate historical data?
What is happening out in the field just in case I get secret shopped!!!

Dudley Dawson's picture
Joined: 2006-04-27

I use the word "historically" rather than "generally".

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