100. Performance Benchmarks for Your Portfolio
It is important to include performance benchmarks in your financial portfolio so you can achieve your goals. On this episode of A Wiser Retirement Podcast, we talk about how to include performance benchmarks in your portfolio. Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® also go over measuring risk in your portfolio, the importance of being an investor, how to begin choosing indexes for a benchmark portfolio, and offer advice on how to set yourself up for success in retirement.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial…
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