Compounding Returns: The Key To Building Long-Term Wealth (PDF only)

Compounding Returns: The Key To Building Long-Term Wealth

This client-facing material reinforces your reputation as a forward-thinking, detail-oriented advisor, dedicated to helping clients achieve long-term financial success.

Information Included (Front & Back):

• Compounding Returns Overview: A breakdown of the key advantages of long-term investing and the power of compounding interest.
• Impact of Missing Market Days: Illustrates how missing the best 10 or 30 days in the stock market can significantly reduce returns.
• Growth of $100,000 Over 30 Years: Charts showcasing how different interest rates (from 1% to 10%) affect the growth of an initial investment over 30 years.
• Compounding Interest in Practice: A detailed table illustrating account growth at varying interest rates and time horizons.

This handout serves as an educational tool, empowering clients to make informed decisions about their investments. It emphasizes the importance of long-term planning and shows how even small differences in interest rates can have a substantial impact on future wealth.

Updated for the 2024 planning year, this card is an ideal way to visually demonstrate the benefits of compounding interest to clients and prospects.