January 2013

How Did Your Portfolio Perform? Well, What Did You Expect?

In a recent newspaper article, I introduced the idea that reviewing year-end investment statements needs to move beyond a simple look at performance. Sure, one could compare a personal portfolio return to the 2012 return on the S&P 500. But unless you were invested in those 500 stocks for the entire 365 days, the comparison wouldn’t be accurate.

OSBORN Wealth Management is a fee only advisory firm dedicated to providing conservative asset management, experienced retirement planning and unbiased financial advice. Blog posts are intended for informational and educational purposes, only, and are not an offer to sell. As individual's circumstances are always unique, please consult a professional before embarking on any changes to your investment, planning, tax or legal situation. For questions on this Blog post, or general inquiries about our professional advisory services, please give us a call at 219-362-8567 or email me at drummond@osbornwealthmanagement.com.

SYNERGOS Financial Services d/b/a OSBORN Wealth Management is a Registered Investment Advisor currently registered in the states of Indiana and Michigan. The firm provides fee-only portfolio management and advisory services, and is not associated with any banks or broker-dealers. For more information, please view our current ADV filing.

Website Design For Financial Services Professionals | Copyright 2024 AdvisorWebsites.com. All rights reserved