By: Jim Scherrer

The International Community Foundation is pleased to announce its “Retiring Responsibly in Mexico” research series with our first report “U.S. Retirements Trends in Mexico’s Coastal Communities:  Lifestyle Trends and Demographics.”  You can access the report here:  http://www.icfdn.org/publications/retireeresearch/. 
Forthcoming research studies will address trends in health care, volunteerism, philanthropy and civic engagement, real estate as well as the environment.  For more information on the International Community Foundation, visit our website at http://www.icfdn.org.

Boomers in Mexico, Puerto Vallarta real estate, Mexico real estate, retire in Mexico, Baby Boomers, International Living
By Jim Scherrer,
Let’s start out by assuming that you’re a pretty savvy investor; your 401k, IRA, or personal investments have kept up with the S&P 500 average during the past ten years and you’ve lost only about 35% of your life’s savings! Did you realize that the Mexican Exchange Traded Fund (EWW) which represents the Mexican stock market, even though it was annihilated during the current recession along with all other markets throughout the world (but is recovering rapidly), has advanced by 200% during the same time frame? In other words, $100 invested in the S&P 500 in 1999 would now be worth $65, whereas if it were invested in the Mexican EWW fund it would now be worth $200. Please refer to the ten year graph in order to see the comparisons between these two areas of investment and perhaps you can speculate as to where might be the best market to place your next bet!

By: Jim Scherrer