Quarterly 401k Update
Learn about how we communicate with your Employees, via our Quarterly 401(k) Update and our Monthly Financial Wellness Series A$AP Finance.
Professional Planning & Wealth 401(k) Markets & Economic Update Q1 2025
Professional Planning & Wealth 401(k) Markets & Economic Update Q1 2025
Let us know if you have any questions. Contact our team at info@proplanwealth.com
401(k) Markets & Economic Update Q4 2024
401(k) Markets & Economic Update Q4 2024. Let us know if you have any questions. Contact our team at info@proplanwealth.com.
Dollar Cost Averaging Your Money
While markets have recently been higher than other periods, there have been some eras that were absolutely terrible – if you didn't utilize DOLLAR-COST AVERAGING.
Here are some charts showing the market performance back in the 2000's era and it was horrific. You would have made less than 1% return on your money if you had strictly invested in the #sp500 for ten years between 2000-2010. But, if you had used dollar-cost averaging during that same time period, you would have been up almost 14%.
This is really important to understand and implement into your long-term investing strategy.
#investing #stockmarket
Year End Reminders
Tune in for some important Year End Reminders for 2024. Let us know if you have any questions. Contact our team at info@proplanwealth.com.
#2024 #yearend #planning #financialeducation #financialsuccess #investments
New Series – Retirement Ready
A quick video introducing a new video series from Professional Planning & Wealth, Retirement Ready. This new series is designed for those who are serious about getting ahead and want a deeper dive into financial planning ideas for their future.
#retirement #retirementplanning #retirementpreparation #retirementideas #retirementstrategy
Personal Inflation Rate
Do you know how to measure your own personal inflation rate? Tune in today to find out how.
Questions? Contact us at info@proplanwealth.com