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Do Big Returns Matter?
How to Assess Your Portfolio’s Performance
In this video, you’ll learn everything you need to know about returns so you can make an informed assessment of your portfolio’s performance.
What was covered in this video:
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Why your returns will never be the same as anyone else’s returns.
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What’s really happening when people brag about big returns.
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The connection between big risks and big returns.
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What it means to “time the market” and why this is a terrible idea.
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SWAN's fiduciary duty to protect a client’s assets and why this matters.
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Why it’s important to understand your risk tolerance and how that relates to when you’re planning on moving into a work-optional lifestyle.
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The type of stocks that results in big returns and big dips.
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How your risk profile is developed.
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How your age will affect your financial goals and your returns.
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The difference between posted returns on the major stock market exchanges versus your returns.
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How you can assess your financial advisor’s performance over time.
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Information in this article is from sources believed to be reliable, however, we cannot represent that it is accurate or complete. It is provided as a general source of information and should not be considered personal investment advice or solicitation to buy or sell securities. The views are those of the author, SWAN Wealth Management, and not necessarily those of Raymond James Ltd. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Raymond James Ltd. is a Member - Canadian Investor Protection Fund. Raymond James (USA) Ltd., member FINRA/SIPC. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
