Are you investing in stocks, mutual funds, or retirement accounts to grow your portfolio? Has your financial advisor assured you that your investments are performing well—without explaining the real numbers? You’re not alone!
Many investors are misled by the “Average Rate of Return,” when in reality, it’s “Yield” that determines your actual profits. Yet, financial institutions often manipulate stats to make your returns look better than they are.
In this episode of the Private Banking Strategies Podcast, Vance Lowe and Seth Hicks, Esq., reveal the critical difference between yield vs. average rate of return—and why understanding this could be the key to maximizing your wealth and financial security.
Vance and Seth discuss:
- The Truth About Investment Returns– Avoid This Costly Mistake!
- How Your Rate of Returnis Calculated
- Yield vs. Rate of Return– Key Differences Every Investor Must Know
- The Hidden Risks of Index Universal Life (IUL) Policies
To Watch this Episode, Please Visit the Private Banking Strategies® YouTube Channel:
To Schedule an Exploratory Call with Vance, Click the Link Below:
https://go.oncehub.com/VanceLowe
To learn more about Private Banking Strategies®, download a copy of our E-book today:
https://privatebankingstrategies.com/resources/free-e-book/
Connect with Seth Hicks and Vance Lowe:
Seth’s LinkedIn: https://www.linkedin.com/in/privatebankingstrategies/
Vance’s LinkedIn: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/
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