Johnny Lewis
200 Yorkland Blvd. Suite 300 M2J 5C1 Toronto, ON, Canada

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Retirement Income As the path you’re on leads to retirement, you want to know if you’re on track to fulfilling your financial goals. #retirement #financialplanning #personalfinance #retirementplanning #wealth #financialgoals #financialindependence #financialadvisor #retirementplanning #personalfinance #financialgoals #financialindependence #financialadvisor #financialplan #mutualfunds #wealthmanagement #wealth #financialsuccess

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GETTING TO KNOW THE RATE OF YOUR RETURN The mutual fund industry has determined that a dollar-weighted rate of return (also referred to as the money-weighted rate of return) is the most effective way to measure an investor’s rate of return. The dollar-weighted rate of returns takes into account the investment performance of your mutual funds, as well as the cash that you add or withdraw from those mutual funds which includes the timing of those transactions. Returns will be... higher when large investments are made during periods of greater price appreciation. The opposite effect occurs when large investments are made during periods of price depreciation. Each contribution or withdrawal that is made to an investment account will have a different effect on the overall rate of return. . READ MORE - https://www.dropbox.com//Getting%20to%20know%20your%20rate #financialplanning #financialplanning #investing #investments #wealthmanagement #return #mutualfunds #wealth #money #bonds #investment #financialindependence #personalfinance #personalfinance #financialadvisor #wealthcreation #financialsuccess #financialplan

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