Site Archives Interest & Returns

Bank Interest vs. Mutual Fund Growth

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 […]

Funding Your Child’s Future

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 […]