Broker Check
 
 
 

8 Crucial Questions

Can you answer these 8 crucial questions about your portfolio?

  1. What is my average annual return for the past 1, 3, and 5 years?
  2. What is the appropriate benchmark for my portfolio?
  3. Have I done better or worse than my benchmark?
  4. Do I have a Risk Management Formula in place to help protect my assets if the economy or markets crash?
  5. What is my risk-adjusted return (Sharpe Ratio)?
  6. Am I being adequately rewarded for the risk I take with my investments?
  7. How much, exactly, am I paying in fees each year; and is it worth it?
  8. 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.