Category: Retirement Planning

John’s Story John considered himself to be a conservative investor. He knew that he needed growth to stay ahead of inflation and to reach his overall financial goals for retirement. So, he realized the benefit of having a brokerage account. On his broker’s advice, John invested $10,000.00 in the 2020 American Jubilee ETF. At the […]
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Follow the Simple Math How to calculate the % return necessary to recoup your lost principal. Example: $10,000.00 – $3000.00 $7,000.00 Divide the loss, $3,0000 by the remaining principal ($7,000) = .4286%, rounded off to 43%. A 43% Gain necessary to recapture the principal of a 30% loss. (So to check the math, multiply $7,000 […]
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