What is the future of your retirement?  It just might shock you (or maybe not, unfortunately) that the stock market rebound needed to get back to even after a significant loss is much higher than the loss itself – and each of these market losses were all 100% out of our control.  These events were due to actions of others, yet each one greatly effected your investments.  

Here is what I mean:

  • 2001:  Enron collapses; market falls -12.7%.  Rebound needed is 14.6%
  • 2002:  WorldCom collapses;  market falls -10.0%.  Rebound needed is 11.1%
  • 2003:  Martha Stewart indicted;  market falls -21.3%.  Rebound needed is 27.1%
  • 2008:  Bernie Madoff arrested; market falls -35.6%.  Rebound needed is 55.3%.
 
These figures are based on the market values of the S&P 500 index and these figures represent amount of recovery needed after a downturn in the market.
 
Do you want your retirement to be subject to market downturns that you have absolutely no control over?  Neither do we.  Give our office a call to learn how to avoid this from happening again – because you and I both know it will.
 
 
Matt Nelson, president and host of Income For Life Radio
877-284-8929 toll free