Additional Resources

At Mitchell Wealth Management, we want to keep you in the know with all the latest information. Please visit this page frequently to view our latest videos and other resources.

• e-Pocket Tax Tables
• A Case for Growth Investing When Rates Rise
• History of Bear & Bull Markets
• Probability of Positive Returns
• S&P Performance After Worst Days

Investment fads come and go. Letting short-term trends influence your approach may be counterproductive to pursuing your financial goals. Read this article, Déjà Vu All Over Again, from Dimensional Investing for more information.

Please view this chart that shows the growth of $10,000 based on S&P 500 Index performance over the last several years. Although past performance is no guarantee of future results, we believe looking at the market’s overall resiliency through several major crises and events helps to gain a fresh perspective on the benefits of investing for the long-term.

The CFA Institute has valuable Investor Tools. Click here to try them for yourself!

CION Investment Corporation has a great educational video available that will provide you with a thorough understanding of their fund. Click here to view.

Are you interested in pursuing a better investment experience? Click here to read our 10 steps that will help!