Past performance disclaimer

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Aug 23, 2006 10:49 pm

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!!!


Aug 23, 2006 10:55 pm

I use the word “historically” rather than “generally”.