Bank Interest vs. Mutual Fund Growth
 
 
The following chart shows the annual return on an investment in five-year increments.  If you were to begin saving now, an amount of $100 per month, the following chart details your possible investment return showing a variety of percentages and years. 
 
 

Annual Return

5
Years

10
Years

15
Years

20
Years

25
Years

1.5% Bank Account

 
$6,226

 
$12,938

 
$20,171

 
$27,968

 
$36,372

5.0% Money
Market Fund

 
$6,800

 
$15,528

 
$26,728

 
$41,103

 
$59,550

10.0% Stock
Mutual […]

Funding Your Child’s Future
 
 
 
Pretend that you have a 12-year-old child.  Let’s say you make a one-time investment into a S&P 500 mutual fund of $1,000 at the child’s current age.  An S&P 500 index fund is a group of stocks considered to be generally representative of the stock market.  This index is composed […]

Market Averages – Investment Returns
 
Investing has its risks.  Investing in the equities market has its risks and volatility.  Every investor must assess his/her ability to live with both overall risk and seasonal volatility.  According to investment broker Charles Schwab & Co., Inc. since 1926 equities have generated an average of 10.7% annual return.  […]

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Let’s say that you have a 12-year-old child. Let’s say that you make a one-time investment into a S&P 500 mutual fund of $1,000 at his/her current age. An S&P 500 index fund is a group of stocks considered to be generally representative of the stock market. This […]