By Bob Barber, CWS®, CKA® Initial Investment Year 1 ($100,000 invested all in one objective for 20 years) $100,000 grows at 5% to = $265,330 Initial investment Year 1 ($100,000 diversified in 5 different objectives for 20 years) Aggressive Growth: $20,000 grows at 11%: $161,246 Growth: $20,000 grows at 9%: $112,088 Moderate/Balanced: $20,000 grows at [...]
By Bob Barber, CWS®, CKA® The only guarantee in the stock market is that it will have ups and downs. This is true in any market, not just the stock market. So what should you ask yourself when the markets are in a downward trend? Take a look through the following seven questions to help [...]
By Bob Barber, CWS®, CKA® “Know well the condition of your flocks, and give attention to your herds, for riches do not last forever; and does a crown endure to all generations?” Proverbs 27:23-27 During a Bear market, it is very important to update your Financial Plan to see how it is handling the stress. [...]
By Bob Barber Over the past few years, stocks and bonds have seen a tremendous amount of day-to-day and month-to-month volatility. Volatility is the price an investor has to be willing to pay if they want long term growth, but many investors don’t realize, or forget this, when they actually experience volatility in their portfolio. [...]
