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
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S & P 500 started out January 2nd, 2025 at 5,868 as of January 10th, 2025 it’s at 5,827.
The annual, to date, point to point Rate of Return is 0%
If you figured in the highs and lows, the actual Rate of Return is 0%.
If using the Dow Jones Industrial Average for the benchmark, January 2nd, 2025 started at 42,392 and as of January 10th, 2025 the Dow is at 41,938. The annual, to date, point to point Rate of Return is 0%.
If you figured in the daily highs and lows the actual Rate of Return to date is 0%.
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