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Posted On: 01/20/2024 5:43:17 AM
Post# of 27263
How your personal rate of return may vary
Of course, no rates of return are guaranteed.
Much of the rate you may anticipate earning on your investments depends on your personal asset allocation, said Brian Spinelli, a certified financial planner and co-chief investment officer at Halbert Hargrove Global Advisors in Long Beach, California, which was No. 8 on CNBC’s FA 100 list in 2023.
Investors in workplace retirement accounts typically have a limited menu of options from which to choose. If they opt for greater exposure to bonds or stable value funds, they can expect more muted returns compared with someone who is more heavily invested in stocks, Spinelli said.
Of course, no rates of return are guaranteed.
Much of the rate you may anticipate earning on your investments depends on your personal asset allocation, said Brian Spinelli, a certified financial planner and co-chief investment officer at Halbert Hargrove Global Advisors in Long Beach, California, which was No. 8 on CNBC’s FA 100 list in 2023.
Investors in workplace retirement accounts typically have a limited menu of options from which to choose. If they opt for greater exposure to bonds or stable value funds, they can expect more muted returns compared with someone who is more heavily invested in stocks, Spinelli said.
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