20/20 Money Episode #139 – Should you compare your portfolio to a benchmark?

Welcome to this episode of 20/20 Money! I often get asked the question “Have I saved enough” for retirement or “How did my portfolio do compared to the benchmark?” In this episode, I’ll share with you why I think that’s the (semi) wrong question to be asking…and what the right questions to be asking are regardless of where you are in your wealth building timeline.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

Investors, prepare to be disappointed – The Irrelevant Investor

Natixis Survey – The Next Normal

Enjoy our content? Subscribe for regular updates!

*Fine print: You'll get a digest of the content we've created every two weeks. We hate SPAM

and promise to keep your email address safe. Unsubscribe at any time.

Share

Please rate and subscribe to 20/20 Money on:

Leave a Comment

Your email address will not be published. Required fields are marked *