- Owning an investment portfolio that provides an income for life.
- Achieving the five goals by managing the seven areas of money.
How are you doing?
Measure your progress with The Bluestone Hierarchy.
Investing in Mutual Funds that hold common stocks can be rewarding. But it’s a bumpy ride. “WHY YOU SHOULDN’T FEAR A LIKELY MARKET DOWNTURN”, an article in The Globe And Mail, January 16/20, gives us a quick history lesson from Yale University professor Robert Shriller.
From 1871 to 2019 the S&P 500 stock index posted an average annual return of 6.9%, after deducting inflation. This inflation-adjusted return has been even better over the past three decades, 7.4%.
But…in the 148 years since 1871 there have been 138 downturns, almost one every year.
Bumpy! But rewarding. For those who invest soundly and do wise financial planning.
Our goal is for all of us to calmly secure wealth in the long run, without fear.
This memo was prepared solely by Terry and Patty Rempel who are registered representatives of FundEX (a member of the Mutual Funds Dealers Association of Canada and the MFDA Investor Protection Corporation). The views and opinions, including any recommendations, expressed in this memo are those of Terry and Patty Rempel. Bluestone Financial is a personal trade name of Terry and Patty Rempel.