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
Let us know if you would like to have a newsletter emailed or mailed to you!
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 March 24, 2023 it’s at 3,970
The annual, to date, point to point Rate of Return is3%
If you figured in the highs and lows, the actual Rate of Return is 3%.
If using the Dow Jones Industrial Average for the benchmark, January 3, 2023 started at 33,136 and as of March 24, 2023 the Dow is at 32,273. 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 -3%.