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It’s BETTER to PLAN Than Predict! Money Not Math 135
It’s BETTER to PLAN Than Predict! Money Not Math 135
Are you #planning for what you want to happen while #preparing for what can happen?
“Don’t focus on #predicting what will happen, plan for what can happen,” Co-CEO and CIO of Dimensional, Gerard O’Reilly said.
Do you have an appropriate balance of #stocks or #equities, #bonds, and other #/investments for your situation and goals?
Are you staying #disciplined and #focused on your long term #goals so short-term events don’t throw you off track?
Over-reacting to short term events could be the single worst thing you do to negatively impact your ability to reach your long term goals.
Did you know that simply missing the 25 best single days in the market from 1990-2021 would have decreased your annualized compound return by over 5% according to Dimensional?1 That’s LESS THAN 1 day a year!
No one knows that the markets will do in the future except the markets themselves. Anyone who says otherwise is either trying to sell you something or is full of …
#MoneyNotMath #Money #5StoneFinancialGroup #Retirement #RetirementPlanning #EmptyNesters
Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.
1 Assuming you were invested 100% into the S&P 500. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. In US dollars. For illustrative purposes. The missed best day(s) examples assume that the hypothetical portfolio fully divested its holdings at the end of the day before the missed best day(s), held cash for the missed best day(s), and reinvested the entire portfolio in the S&P 500 at the end of the missed best day(s). Annualized returns for the missed best day(s) were calculated by substituting actual returns for the missed best day(s) with zero. S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. “One-Month US T- Bills” is the IA SBBI US 30 Day TBill TR USD, provided by Ibbotson Associates via Morningstar Direct. Data is calculated off rounded daily index values.
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By Drew Erickson
5
11 ratings
It’s BETTER to PLAN Than Predict! Money Not Math 135
Are you #planning for what you want to happen while #preparing for what can happen?
“Don’t focus on #predicting what will happen, plan for what can happen,” Co-CEO and CIO of Dimensional, Gerard O’Reilly said.
Do you have an appropriate balance of #stocks or #equities, #bonds, and other #/investments for your situation and goals?
Are you staying #disciplined and #focused on your long term #goals so short-term events don’t throw you off track?
Over-reacting to short term events could be the single worst thing you do to negatively impact your ability to reach your long term goals.
Did you know that simply missing the 25 best single days in the market from 1990-2021 would have decreased your annualized compound return by over 5% according to Dimensional?1 That’s LESS THAN 1 day a year!
No one knows that the markets will do in the future except the markets themselves. Anyone who says otherwise is either trying to sell you something or is full of …
#MoneyNotMath #Money #5StoneFinancialGroup #Retirement #RetirementPlanning #EmptyNesters
Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.
1 Assuming you were invested 100% into the S&P 500. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. In US dollars. For illustrative purposes. The missed best day(s) examples assume that the hypothetical portfolio fully divested its holdings at the end of the day before the missed best day(s), held cash for the missed best day(s), and reinvested the entire portfolio in the S&P 500 at the end of the missed best day(s). Annualized returns for the missed best day(s) were calculated by substituting actual returns for the missed best day(s) with zero. S&P data © 2022 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. “One-Month US T- Bills” is the IA SBBI US 30 Day TBill TR USD, provided by Ibbotson Associates via Morningstar Direct. Data is calculated off rounded daily index values.