Moolanomy
Personal Finance. Investing. Wealth Building.

Posts Tagged ‘CAGR’

Insurance Coverage and Opportunity Cost

Recently, I have been dealing with insurance a lot — i.e., stopping my parents’ premium payments, evaluating long-term care insurance, doing quite a bit of analysis and shopping for better life insurance policies for my wife and I, etc. As expected, one of the insurance sales agents pitched a whole life insurance for my [...]

The Weak Dollar is Killing Americans’ Wealth (Reprint)

I just completed my September net worth review and noticed that I am actually less wealthy. While my net worth went up 1.24%, the value of U.S. dollar went down by 2.26%. You may think that this doesn’t concern you, but it does because we are an integral part of the global economy. For my [...]

Introduction to CAGR

On books, web sites, and blogs (including this one) you may have come across references such as the S&P 500 has grown 13% annually for the past 30 years or something to that effect. You may wonder what that means and where did they get that number.
When someone states an annualized return, most likely [...]

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