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1001 Warrenville Rd, Ste 150 Lisle, IL 60532

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Bipin Patel
(630) 806-1944
bipin@northparkci.com

JP
jp@northparkci.com
(414) 793-8394

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Frequently asked questions

The more you know, the better decisions you make

The most straight forward investment with long-term historical average return data is the S&P 500 index fund. The index has returned approximately 10% since 1926 with dividends reinvested. If you invest evenly over time for the long term, you will most likely achieve these returns. However, the timing of investing in the index will also have an impact on the returns. There have been a few in 10-year periods with negative returns and there have been a few with very high returns. These returns, however, do not include investment management fees. With the modern invention of the ETF’s the fees have come down significantly from over 1% to about near zero. If you are happy with these returns your best investment choice would be the S&P 500 index fund.