Tag: benchmark

What is a Realistic Investment Performance Benchmark? upd April 2015

You make your financial advisor accountable for beating the stock market. You make the S&P 500 index fund your proxy for the performance of the...

Why Use Paladin Investment Performance Benchmarks – Updated September 2014

Paladin surveyed 550 investors to determine why they used a Paladin Investment Performance Benchmark to monitor their financial advisors’ performance. Following is a brief description of...

The Fiduciaries Default Investment Choice

Several high profile class action law suits are now winding their way through the Federal Courts alleging high costs, sustained under-performance, and failure to properly...

What is an Investment Performance Benchmark?

A Benchmark is a performance goal. Your advisor is paid to produce results that beat the performance of your benchmark. If your advisor does not...

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