Investing Fact Sheet

Why You Should Take Time To Learn:


Consider These Facts:

(Taken from various Financial/Investor Surveys)

32% thought bonds had no risk
14% thought Mutual Funds had no risk
83% didn’t know what drives up stock prices
71% didn’t know how interest rates affect bond prices
68% didn’t know what a "Money Market" was
83% didn’t know best time to transfer money into bonds
60% didn’t think you could lose money in a Government Bond Fund
49% thought money markets yield more than bonds
75% didn’t know what “compounding” meant
66% didn’t know what “tax deferred savings” meant
60% thought money markets would earn more than any other option
82% didn’t consider themselves “literate” about investing
45% "mistakenly"" believe diversification provides a guarantee against loss
Most Americans, especially young adults, fail to comprehend financial basics
90% of those "eligible" don’t contribute to an IRA
Only 31% believed employer provides "good" investor information
Over 50% of all Americans have no idea how much they will need to save for retirement

All Americans must learn Investment Fundamentals,
in order to secure their family’s financial future.
Contact Us
1717 N Bayshore Dr.,
Miami, FL - 33132
877.346.3399