Managing investment return expectations.  

The truth behind terrible returns is a person that doesn’t quite understand market mechanics and how they tie into your financial goals.  

Watch this episode now: https://www.youtube.com/channel/UCDMLU9XVm8Cd5c1-gWbk3VA

Sources:

https://www.ramseysolutions.com/retirement/the-12-reality

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/ltcma-2025-us-matrix_usd.pdf

https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/vemo-return-forecasts.html

https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/

_______________

Ben Jones, CFP® 

Managing Director, National Wealth Management Group 

www.nwmgadvisors.com  

Sign up for Ben’s newsletter at www.karastick.com  

Follow him on X @thekaratstick 

https://www.linkedin.com/in/ben-nwmg/ 

  __

Brent Gargano, CFP®

Founder & Advisor, Infinite Wealth Planning  

www.infinitewealthplanning.com 

linkedin.com/in/brent-gargano-cfp®-2067b573 

Comments or questions?  Email us at [email protected]

___________________

Editor:

Trevor Gargano

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/trevor-gargano-72727b67/

Website: TheDigitalQuarterback.com

____________________________

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Investment advice offered through National Wealth Management Group, LLC. 

Information in this podcast should not be construed as tax advice.  Consult with your tax professional for specific advice on your situation. 

The information presented is for educational and informational purposes only and is not intended as a recommendation or specific advice.