Assumptions and Disclaimers
Many Americans who are only saving but not investing are missing the power of compounding returns that could greatly improve their financial wealth and retirement savings over the course of their lifetime. Someone saving $100/week over 40 years, but not investing and assuming no interest accrual, would have $208,000; however by investing the same $100/week, they could end up with $1.5 million. Beanstox helps make the power of compounding returns accessible to all people.
This projection assumes an investment of $100 per week for 40 years, earning an annual rate of return of 8% (including reinvestment of dividends and excluding fees and taxes), and keeping the funds invested throughout the investment period. Returns are estimated annualized returns, assuming a properly diversified portfolio. This chart does not reflect fees or the cost associated with investing. Learn more about fees. It is not indicative of past performance or any client’s experience using the Beanstox App.
Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
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