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    • Home
    • About Us
    • Services & Products
    • Business Retirement Plans
    • Allocation & Performance
    • Benchmark Data Sources
    • Founder
    • Business Partner
    • Independent Partners
    • Contact Us
    • Privacy, ADV, & Ethics
  • Home
  • About Us
  • Services & Products
  • Business Retirement Plans
  • Allocation & Performance
  • Benchmark Data Sources
  • Founder
  • Business Partner
  • Independent Partners
  • Contact Us
  • Privacy, ADV, & Ethics

Benchmark Performance & Data Sources

 

  • Individual BKS Investment Services accounts performance should be compared to conservative, moderate, or aggressive Morningstar asset allocation benchmarks according to individual risk tolerance. See data sources below.
  • General Stock Market Data:  Wall Street Journal.
  • Bond Market Data:  Wall Street Journal.
  • Additional Bond Market Data:  Bloomberg.
  • Earnings Data:  Standar & Poor's. 
  • Mutual Fund Data:  Morningstar.

 Securities and other Products are Not FDIC or NCUA insured, No Bank or Credit Union Guarantee, Not a deposit, Not Insured by any Federal Government Agency, Involves Investment Risk and May Lose Value.  Investment Advisor Representative, BKS Investment Services is a Registered Investment Advisor in Missouri. Securities offered through TD Ameritrade Institutional, a broker / dealer, member FINRA / SIPC. TD Ameritrade Institutional and BKS Investment Services are not affiliated. Copyright BKS Investment Services  2021.