Should you be second guessing your advisor's returns?

Use this five point checklist to make sense of your portfolio returns.

1. Do you have a financial plan?

2. Each investment plays a role. What is it?

3. Diversification = you'll always underperform the highest performer in your portfolio

4. Relative performance over absolute performance

5. Fees & taxes matter

And remember there are no stupid questions when speaking with your financial advisor.

You deserve clarity around the way in which your portfolio was built. Getting it can save your hours of unnecessary anxiety.

Do you need help figuring out what the heck is going on with your portfolio risk and return picture? Reach out to me. Happy to help!

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