Not Financial Advice: The information provided is for informational purposes only and should not be considered financial advice. We are not licensed financial advisors, and we do not provide personalized investment recommendations.
Risk Warning: Investing in financial products involves risks, including the potential loss of principal. Past performance is not indicative of future results. The value of investments can go down as well as up, and you may not get back the amount invested.
The results shown are hypothetical and for illustrative purposes only. They do not reflect the actual performance of any Wealthie account or investment. The calculator compares the change in a home’s estimated value to the total return of the S&P 500 Index, assuming an investment made in June of the year the home was purchased through June 2025. S&P 500 returns reflect the total return index including reinvested dividends.
Home value changes are based on the user-entered purchase price and current estimated value and do not account for property taxes, maintenance costs, transaction expenses, or leverage.
This information is not intended to predict or project future performance of the housing market or equity markets. Market conditions, individual circumstances, and investment outcomes can vary substantially.
The data used are from third-party sources believed to be reliable but not guaranteed for accuracy or completeness. Wealthie does not provide legal, tax, or investment advice. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal.
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Tax Implications: The tax treatment of this Product depends on your individual circumstances and may be subject to change in the future. We do not provide tax advice, and you should consult with a qualified tax professional regarding your specific situation.
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