✉news BusinessPersonal Finance first seen 2 d ago, last 1 d ago, peak #5
Adviser Warns the 11% on Your Statement Is Not What You Keep
Original: 'Compounding at a Whopping 5%': Adviser Warns the 11% on Your Statement Is Not What You Keep
A financial adviser says investors should ignore the double-digit returns shown on their account statements, arguing that after inflation, taxes and fees the real compounding rate is closer to 5%. The warning, published by 24/7 Wall St., is striking a chord with savers who feel their portfolios are growing faster than their actual purchasing power, prompting debate over how returns should be presented.
Why now: Investors are reassessing how inflation and fees erode reported investment returns.
Evidence
- 'Compounding at a Whopping 5%': Adviser Warns the 11% on Your Statement Is Not What You Keep · 247wallst.com
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