Asset Management

Reshape the Way You Measure Your Portfolio’s Success

By March 10, 2016April 18th, 2020No Comments

This article was originally published on U.S. News by Kristin McFarland, Wealth Advisor at Darrow Wealth Management. Most investors focus on traditional benchmarks, such as the Standard & Poor’s 500 index, to evaluate the success of their investment portfolio. Unless you’re only invested in large-capitalization, predominantly U.S. equities, the S&P 500 may not be an apt comparison to your portfolio.

Further, how one did relative to a market index doesn’t really mean anything – what the investor really wants to know is if they’re on track to meet their goals, like paying for college or taking an early retirement. Goals-based investing helps to solve that problem by looking at investment performance in relation to progress on personal goals; not just market returns.

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