ALARMING FACT #1 :
Nearly 89% of Mutual Funds failed to beat the S&P 500 Index over the past 5 years.*
After adjusting for Inflation** and Income Taxes, the gains on the S&P 500 Index since year 2000 are virtually ZERO.
S&P 500 dividend yield as of March 2015 was 1.9% near the all time low of 1.1% in August 2000. Far below historic average of 4.4%. ***
ALARMING FACT #2 :
ALARMING FACT #3 :
Financial Institutions offer INDEXING strategy that will CREDIT your INCOME ACCOUNT up to 13% per year based on the S&P 500 Index performance; but will never go backwards or lose value when the index is flat or negative.
Strategy is contracually guaranteed
Hypothetical Illustration of $10,000 investment in Point to Point S&P 500 Index and "Indexing" Strategy beginning 12/31/99 does NOT include dividends.
End of Year
Obviously, past performance in this hypothetical example cannot predict future performance.
Income Account Value is generally not a "walk away" lump sum; but is used to calculate your maximum lifetime, contractually guaranteed monthly income.
$26,902 = Secret Strategy
$14,021 = S&P 500
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Source: * http://money.cnn.com/2015/03/12/investing/investing-active-versus-passive-funds/ **http://www.inflationdata.com/inflation/Inflation/DecadeInflation.asp *** http://www.multpl.com/s-p-500-dividend-yield/
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