Tag: S&P 500

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...

Making the Decision to Pay Off the Mortgage

Paying off one’s mortgage is an emotional decision as well as an analytical decision. In previous articles, I have gone through both angles.  Now I wanted...

Active Investing or Passive Investing – 5 key differences

Active investing sounds like a positive, proactive way to invest your assets. Passive investing sounds boring – your financial advisor is not doing much.  Here...

Financial Advisors Claim They Can Beat the Market

80% of investors, who use the services of financial advisors, expect to beat the performance of the market. They pay higher fees and they take...

Benchmarks Track Performance of Financial Advisors

How good is your financial advisor’s investment performance? Is your investment performance net of all expenses that were deducted from your accounts? Is your financial...

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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