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Steve Coker, CFP
- Dec 1, 2017
- 2 min
What Is a Benchmark?
A benchmark is a reference point against which you can compare an investment or portfolio. A benchmark is most often used as a comparison point for investment returns and can be viewed as a way to measure whether or not your advisor is adding value. For example, a common benchmark for stock market investing is the S&P 500 Index, a composite of the 500 largest companies in the U.S. stock market. If your stock portfolio exceeded the returns of the S&P 500 Index, as a benchmark,
Steve Coker, CFP
- Jan 9, 2017
- 3 min
Is Your Advisor Being Honest?
Let’s face it. It is incredibly difficult to determine whether your financial advisor is doing a good job. Despite the immense amount of trust that clients place in their advisors, the truth is that most customers of financial services have a hard time evaluating whether their advisor or financial planner is actually helping or hurting their chances of meeting their financial goals. Certainly, it makes sense to do your homework beforehand and choose an advisor with solid e
