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If you invested $100,000 in 2000, 20 years later your portfolio would be worth:
Average annualized return of 7.88% for the 20 years ending Dec 31, 2020. Source: Bloomberg, S&P 500 Index.
For illustrative purposes only. Investments are subject to risk, including the loss of principal. All indices are unmanaged and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses. If included, your return would be lower. Past performance is no guarantee of future results.
HOW WE HELP CREATE OPPORTUNITIES
What gets you out of bed in the morning? What’s your passion and how can we quantify your goals? We ask questions and create conversations that help you envision your future. Then we use time-tested principles to develop a portfolio precisely for you.
Outside of the portfolio, in a completely different conversation, we discuss the three elements that provide perspective and help to mitigate the emotional tugs of investing: FAITH, PATIENCE, and DISCIPLINE. These elements are critical because they address what is so pervasive in the marketplace: fear, the herd mentality, and lack of virtue.
The keys to successful planning include:
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- Knowing your goals and what really empowers and drives you
- Developing a financial blueprint for your time horizon and capacity for risk
- Meeting regularly to measure results and make adjustments
- Applying time-tested principles
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Plan for life’s opportunities
This communication is strictly intended for individuals residing in the states of AL, CA, CT, FL, GA, MA, MD, ME, NH, NY, PA, RI, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services offered through Paul Santucci Financial Services or CES Insurance Agency.
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