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, 2024 at 4,742 as of December 15th, 2024 it’s at 6,051.
The annual, to date, point to point Rate of Return is 27%
If you figured in the highs and lows, the actual Rate of Return is 25%.
If using the Dow Jones Industrial Average for the benchmark, January 2nd, 2024 started at 37,715 and as of December 15th, 2024 the Dow is at 43,828 The annual, to date, point to point Rate of Return is 16%.
If you figured in the daily highs and lows the actual Rate of Return to date is 14%.
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