MEPX
Chapter 1 of 10All chapters

Chapter 1 of 10

Why invest at all

Inflation is the reason.

Cash loses value

Prices rise over time, so money held as cash buys less each year. Investing is an attempt to grow faster than that erosion, in exchange for accepting fluctuation.

  • At 3 percent inflation, money halves in purchasing power in about 24 years.
  • Cash is still right for money you need soon, because it does not fall when you need it.

Return comes from somewhere

Shares return a portion of company profits, bonds return interest, property returns rent. If you cannot say where a return comes from, that is important information.