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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

Writer's pictureGriffin Lusk

COMPOUND INTEREST


money in a jar growing

Compounding interest is a concept that many people are familiar with, especially in the investing world, and it can most simply be thought of as “interest that you have already earned that is earning interest on itself.” Not only is this a valuable phenomenon when achieved with long-term investing, but can be extremely detrimental when the lender is earning compounded interest on you. (Yes, to no surprise, we are talking about debt!) Albert Einstein and Dave Ramsey do have this loose connection. We not only argue that long-term and disciplined investing is a key to retirement success, but also that avoiding debt to the nth degree is also a key, not only for financial success, but also psychological and emotional success. Albert Einstein called compounding interest “the 8th wonder of the world”, and also once said “he who understands, earns it… he who doesn’t… pays it.” To throw a little bit of high school-related math on the reader that might not be as familiar with the concept of compounding interest, understand that this is an exponential or parabolic concept not a linear one. Also reference this simple, and hypothetical example, that you may have heard of before as well. You have two choices... being handed one million dollars today OR receiving a “magical penny” that doubles in value everyday for 30 days… Which scenario are your taking?


To put it briefly, that “magical penny” will be worth over five million dollars on day 30. On day 20, you are looking at only a hair over five thousand dollars. What does this tell you? Good investments, a good plan, and discipline are all secondary keys to achieving compounding interest, whereas TIME is the most valuable asset of all.


So, if you are telling yourself that you will put aside money for tomorrow, or when you “get to that priority”, instead of today (disclosure: being debt-free outside of a mortgage is still a key here in our minds), you are putting yourself at a huge disadvantage. Here is a list of ten summarized and simplified reasons why compounding interest is so valuable:

1. It is the great equalizer – it does not discriminate and anyone can achieve this.

2. Momentum is utilized, and this can be psychologically and emotionally beneficial as well.

3. It can and does create Everyday Millionaires (EDMs).

4. Patience is taught – and you know that cliché about it being a virtue overall.

5. It lets you sleep good at night. (Just like a healthy emergency fund.)

6. It is your friend even if your income is statistically average or below-average.

7. It teaches and rewards discipline.

8. It separates those who are savers from those who do not save.

9. Allows for the creation of generational wealth.

10. It is not rocket science!

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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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