Measuring Your Financial Success | AWM Insights #184
AWM Insights Financial and Investment News
English - December 23, 2023 20:30 - 9 minutes - 8.38 MBInvesting Business News Business News pro athlete financial advisor athlete wealth management finance athlete financial advisor wealth management investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Evaluating custom portfolios can be tricky. Unlike off-the-shelf investments, each custom portfolio is unique and tailored to an investor's family, making it hard to compare using the standard benchmarks you see every day.
Private investments further complicate the process as they are valued in different ways and at different time intervals. The key to measuring success with these portfolios isn't just about how much money they make, but how well they help you reach your personal financial goals.
It's more about the total progress of your financial structure, than just numbers.
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Episode Highlights
0:00 Intro1:13 How do you evaluate and measure your financial structure and success?3:30 Considering your unique allocation when measuring performance.5:03 Creating a personalized benchmark for success.7:50 Text us!