Can you answer these 8 crucial questions about your portfolio?
- What is my average annual return for the past 1, 3, and 5 years?
- What is the appropriate benchmark for my portfolio?
- Have I done better or worse than my benchmark?
- Do I have a Risk Management Formula in place to help protect my assets if the economy or markets crash?
- What is my risk-adjusted return (Sharpe Ratio)?
- Am I being adequately rewarded for the risk I take with my investments?
- How much, exactly, am I paying in fees each year; and is it worth it?
- Am I 100% certain I’m doing the best I can with the resources I have?
If you are not 100% confident in your answers to these questions… then you may be a candidate for a Personalized Financial Blueprint.
Email or call us with questions on how to get your personalized blueprint.