At the heart of our mission is a deep understanding of the fundamental market drivers, which we leverage to create high-quality portfolios and tailored investment advice. Our goal is to equip you with the knowledge and strategies needed to navigate the financial markets and achieve long-term success.
Let say if you have an account with a sum of $10.000 invested in a mutual fund and wish to withdraw $ 300 every month, here is how it works
| Date | Opening Balance | Daily profit | Monthly profit | Closing Balance | Cashflow |
| 01.04.2025 | $ 10,000 | $ 60.00 | $ 1320.12 | $ 11,320.91 | $ 320.54 |
| 01.05.2025 | $ 11,000 | $ 66.22 | $ 1452.84 | $ 12.452.10 | $ 452.81 |
| 01.06.2025 | $ 12,000 | $ 72.12 | $ 1584.32 | $ 13,584.12 | $ 584.10 |
Simply put, SWP is Systematic Withdrawal Plan. This is where you basically make regular monthly investments. The amount does not have to be high. You can start with as low as $500 a month.
Lets say you started at 28 years old |
Monthly Investment $ 500 Returns 12% |
Total Investment $ 180,000 Wealth accumulated $ 360,000 |
Lets say you started at 48 years old |
Monthly Investment $ 1500 Returns 12% |
Total Investment $180,000 Wealth accumulated $ 259,200 |
Putting recent market volatility into historical context can help clients tune out the noise and focus on the long term. This article emphasizes the enduring value financial advisors provide clients as they guide them through market uncertainty.
Investors are uneasy. To make sense of today’s volatility, it can be helpful to look at the past. It demonstrates that volatility isn’t one-directional or constant in magnitude, nor is it always spurred by the same type of risk.
From caution to celebration to rebalancing into fixed income as we reflect on the investment returns for 2024, it’s clear that the year provided strong returns for diversified, balanced investors who were able to tune out the noise.
