Welcome to the Millennial Investor Blog
HAVE YOU STRESS TESTED YOUR PORTFOLIO LATELY?
Find out your Risk Number™ today with a free no obligation risk analysis. With our brief survey, you will find out the risk you are comfortable with on a scale of 0-99. You will also have the opportunity to talk with one of our advisors to find out how much risk is in your portfolio on a scale of 0-99. Click below to get started and discover what your Risk Number™ is.
If a 30 year old today is able to accumulate $1,000,000 by the time they are 66 and assuming inflation runs at 4%… That same $1,000,000 will be the equivalent of $250,000 today! Assuming a 4% withdrawal rate, this means your purchasing power will be roughly $10,000 by the time you are ready to retire if you “only” have a million dollars.read more
Millennial’s, did you know that if you divide an interest rate by 72, you can see how many years it will take to double your money? If you are earning 5% per year, that means your money would double every 14.4 years (72/5). If you are earning 10%, you can expect your...read more
A 30 YR OLD WHO WANTS TO SAVE $1M BY RETIREMENT AT AGE 65 WOULD ONLY HAVE THE PURCHASING POWER OF AROUND $375,000 ASSUMING A MODEST 3% INFLATION.read more
Disclosures: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are...read more
We know we’ve all done it…. put off retirement savings so we can live in the moment. What most people are unaware of is… just how much living in the moment is really costing them. Below I have a scenario where two investors are each saving $5000 annually and both...read more
Did you know, you can greatly decrease the amount of risk in your portfolio, while greatly increasing your chance of running out of money in retirement? One of the biggest paradoxes in retirement is that someone can greatly decrease the amount of risk in their...read more