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 3, 2023 at 3,824 as of December 1st, 2023 it’s at 4,594.
The annual, to date, point to point Rate of Return is 20%
If you figured in the highs and lows, the actual Rate of Return is 18%.
If using the Dow Jones Industrial Average for the benchmark, January 3, 2023 started at 33,136 and as of December 1st, 2023 the Dow is at 36,245. The annual, to date, point to point Rate of Return is 9%.
If you figured in the daily highs and lows the actual Rate of Return to date is 8%.
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.