MPowered Finance Newsletter: May 2022


Click here to subscribe!



To My Readers,

A great lesson of life is to match your response with the time horizon of your goal. Those matters that are coming up in the near-term require action & intensity, while longer-term goals command patience & consistency.

This same lesson applies to investing. Assure that your investment actions match your reason for investing. If you haven’t written down your reason for investing and the time frame, now is a great time to do so!

Thank you,



Sid Misra, CFP®

Beacon Financial Group

 

MPowered Finance YouTube Channel


Where should we live in retirement?


Where we choose to retire not only has an effect on our finances, but also on our quality of life. This decision should not be made in haste and must consider the 8 factors discussed in this video.

Watch this video BEFORE making your decision!

Where should we live in retirement? - Naples, Phoenix, Charleston...?


 

By The Numbers The S&P 500 lost 8.7% (total return) during April 2022, its worst month since March 2020. Over the long-term, the S&P 500 has: · Gained 12.3% per year (total return) over the last 100 months through 4/30/2022

· Gained 9.8% per year (total return) for the last 200 months through 4/30/2022 · Gained 8.8% per year (total return) for the last 300 months through 4/30/2022. From MFS by the Numbers Inflation is not just a USA problem According to the International Monetary Fund, global inflation is projected to rise by 7.4% during 2022


 

The opinions voiced in this material are for general information only and are not intended to provide specific advice financial or tax recommendations for any individual.


All performance referenced is historical and is no guarantee of future results.


All indices are unmanaged and may not be invested into directly.