Gain an understanding of what you have for income and where is is spent. Determine if you need to make any adjustments before you retire
Contact us at 320-679-5183 if you would like to discuss any of these topics.
S & P 500 started out January 2nd, 2025 at 5,868 as of March 28th, 2025 the S & P 500 is at 5,580.
The annual, to date, point to point Rate of Return is -4%
If you figured in the highs and lows, the actual Rate of Return is -7%.
If using the Dow Jones Industrial Average for the benchmark, January 2nd, 2025 started at 42,392 and as of March 28th, 2025 the Dow is at 41,538. The annual, to date, point to point Rate of Return is -2%.
If you figured in the daily highs and lows the actual Rate of Return to date is -2%.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.