Wilson Wealth Management

When reviewing investment performance, compare results to peers. What are the keys to peer performance reviews?

Episode 61: Peer Performance Investors should review investment performance against peer results. How do your individual investments compare to other available assets in the same asset class? And with similar characteristics. In our last episode, we wanted to compare…

Investors use benchmarks to assess portfolio performance. What is a benchmark? What are some common benchmarks?

Episode 59: Common Benchmarks You created an investment portfolio. Next, you want to review actual performance against predetermined benchmarks. What is a portfolio benchmark? What common benchmarks are used by investors to assess portfolio results? All that and more…