THE NEW HOLISTIC RETIREMENT • 21
Chart shown for illustrative purposes only. Past performance is not indicative of future results. That’s right. The S&P 500 ® total return (including darivoiudnednds) has returned an average compounded return of 7.03 percent so far this century. Of course, t2h0a0t0,avteoraDgeeceims betrhe31a, n2n0ual return from January 1, 2 3 . Returns for someone who iannvde s t et dh eoi rn idnivf feesrtemn te n td a t we so uml di g h tb e b eg r ehaitglhy e ra f foerc t eldo w ebry, wd ihpeot hr ear stphiekye ,wbiut ht ,d rfer wo mf r opmo itnhte i rt oa c cpooui nntt, dtuhriisn gpae rmi oadr koeft the S&P 500 ® returned 7.03 percent a year. Now, I’m not saying 7.03 percent is good or bad. It’s just a lot less than people think. And, it gets even worse.
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