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Investment Basics

The key to investing successfully is to understand how to make decisions that you can live with, that you understand, and that you know will help you meet your goals. At CAPITAL G, our Investment Professionals and Private Client Managers can help you make those right steps.

The first step to investing is to know where you're going. Establish specific goals and expectations. This is a critical part of choosing investments that provide the potential for sufficient returns.

A typical example is to set a financial goal for your retirement. Investing early in life and seeking higher returns will give you more to retire on. You'll see some examples of typical retirement investment scenarios below; for a more comprehensive view, use our Savings Calculator.

Investing for retirement at age 65:

The earlier in life you start investing, the greater the long-term value of your investment portfolio.

Monthly Investment	Starting at age	Total Investment	3% return	7% return	10% return
$500	20	$270,000	$571,612	$1,907,359	$5,284,928
$500	30	$210,000	$371,709	$ 905,780	$1,914,138
$500	40	$150,000	$223,561	$407,399	$668,945
$500	50	$90,000	$113,770	$159,406	$208,962

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