Saturday, April 8, 2017

Invest for Success

We help Main Street families invest for the future by teaching them the fundamental financial principles that aren’t taught in school:
  • The Rule of 72 – a simple calculation that gives you the approximate number of years it will take to double your investment (72 divided by the interest rate).
  • Rate of Return – one of the keys to achieving your financial goals is to get the best possible rate of return on your investment.
  • Bypass the Middleman – become an owner, not a loaner. Savings accounts, CDs and cash value insurance have historically yielded low rates of return.1
  • Dollar-Cost Averaging – systematic investing allows you to use dollar-cost averaging to build wealth over the long term.2
  • Tax-Deferred Savings – take advantage of Individual Retirement Accounts (IRAs) and other tax-deferred savings accounts.

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