What was the average annual return of stocks over the past 5 years? How about for the past 20 years? What was the return for a 60/40 stock and bond mix portfolio? There are a lot of numbers thrown around on how stocks have done – and will do in the future. Let’s dig through […]
5 Reasons Your Investments Are Performing Below Average
A study of 70,000 investor portfolios showed that in 2016 investor returns lagged the market by a whopping 7%! Yes, the average investor gained 5% but the S&P 500 returned 12% over the same period. Why? Well, here are 5 reasons your investments might be performing below average. It’s part of the behavior gap Financial […]
How To Create A Triple-Tax-Free Million Dollar Retirement Plan
Today’s topic is a guest post from Certified Financial Planner, and Wealth Summit founder, Greg Phelps. This excellent article on leveraging a Health Savings Account for retirement can save you a ton of money in taxes. This is definitely worth reading! A triple-tax-free million dollar retirement plan? This is by far one of my favorite […]
Early Retirement Charted: This Chart Just Might Blow Your Mind
Here it is: Early retirement charted out for you. At some point in time everyone has probably thought it would be nice to retire early and wondered what it would take. Well, I’m going to show you a simple chart that tells you exactly what it requires. Retirement isn’t dependent how much you make The […]
How much do you need to save, from any age, to retire a millionaire?
A million dollars. Sounds like a lot of money doesn’t it? You’re right – it is! But it’s also a quite reasonable goal for many Americans. Let’s see how much money you would need to save each month, week, or day – to retire a millionaire. A million dollars First, let me say that a […]