Category Archives: Demographics
Paul S. feels like a genius.
“I am absolutely bragging,” he told my research team shortly before a presentation I gave in California two years ago. “I feel like I have to, because what’s happened to my retirement prospects is both wonderful and amazing at the same time.”
Paul should feel terrific. He’s managed to nurse a retirement nest egg that’s now pushed past half a million dollars, and multiplied itself three times over in the process…
… in only 11 years, at a time when the S&P 500 returned only 8%;
… despite the fact that he’s not a stock-picking savant; and,
… using just the plain-Jane mutual funds in his company retirement plan.
As soon as he explained his journey, I just knew I had to share it with you.
Hopefully, like me, you’ve got one foot out the door on the way to Memorial Day festivities. Knowing that’s the case, I don’t want to be the person who ruins your weekend especially with all the pessimism that’s running rampant on the Internet and in the headlines.
Instead, what I want to do is share some of the most valuable investment advice I ever received.
Just thinking about what a difference it’s made in my life is putting a smile on my face as I write. That’s because I’m optimistic that it will have the same impact in yours.