Insurance Pro Blog Podcast

The Big Market Disappointment We Never Thought Of


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After spending a considerable effort attempting to corroborate an 8% compound annual growth rate for stock market investments, we’re about to unveil the latest and greatest research on achieving such returns - five years in the making. But this attempt at updating our data set with recent performance yielded something remarkable – prompting us to dedicate an entire episode exploring it further.

What was the discovery...?

It seems almost unbelievable, but a staggering 20-year compound annual growth rate of just 2.76% is something we've seen in the rolling 12-month returns data! That's huge – when those plans you made based on 8% don't come to fruition due to actually getting 3%, it profoundly impacts your life.

Listen to the full episode for more details on what this all means and how you might want to adjust your plans to accommodate the risk of coming up short. ______________________________________

If you want help with a solution that can help you mitigate future risks, please click here and get in touch with us. We'd love to chat.

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Insurance Pro Blog PodcastBy TheInsuranceProBlog.com

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