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 800-889-7401 or email me at drummond@osbornwealthmanagement.com.

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