All posts by: Rob Challenger

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Fun Fact Friday 02/03/23

MARKET TERM OF THE WEEK “Dividend” When a company pays a portion of its earnings to its shareholders, typically attracting the attention of long-term investors and retirees. #1 Every little bit counts. Not including dividends, the S&P 500’s annualized return since WWII has been 7.6%. At that rate of return, a 40-year-old setting aside $100 […]

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Fun Fact Friday 1/13/23

MARKET TERM OF THE WEEK: “Adjusted Gross Income (AGI)” Adjusted Gross Income (AGI) is defined as gross income minus adjustments to income.  Gross income includes your wages, dividends, capital gains, business income, retirement distributions as well as other income. Adjustments to Income include such items as Educator expenses, Student loan interest, charitable giving or contributions […]

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