320-679-5183 or 855-22MONEY
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, 2024 at 4,742 as of September 27th, 2024 it’s at 5,738
The annual, to date, point to point Rate of Return is 21%
If you figured in the highs and lows, the actual Rate of Return is 19%.
If using the Dow Jones Industrial Average for the benchmark, January 2nd, 2024 started at 37,715 and as of September 27th, 2024 the Dow is at 42,313. The annual, to date, point to point Rate of Return is 12%.
If you figured in the daily highs and lows the actual Rate of Return to date is 11%.
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.