August 3


Making Money While Making Withdrawals

If you retired in 1990 and invested $100,000 in the stock market (S & P 500 Index), and then you started taking out $5,000 each and every year for the next 25 years (until the end of 2015)…. how much money would be left over?

Would there be anything left at all?  Remember, you took out $125,000 during that time.  Would there still be at least the original $100,000?

Actual Final Account Balance:  $640,748

I am not making that up.  The media makes it sound like investing is almost like gambling.  It is not.  It is prudent and responsible to have you money work for you.  



The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.

The value of fixed-income securities may be affected by changing interest rates and changes in credit ratings of the securities.

 Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. Indexes are unmanaged portfolios and individuals cannot invest directly in an index.  Actual results will vary.

This communication is for informational purposes only and nothing herein should be construed as a solicitation, recommendation or an offer to buy or sell any securities or product, and does not constitute legal or tax advice. The information contained herein has been obtained from sources believed to be reliable but we do not guarantee accuracy or completeness. Do not act or rely upon the information and advice given in this publication without seeking the services of competent and professional legal, tax, or accounting counsel.

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