Benchmarks for Investing
About this episode
This episode discusses various benchmarks for measuring investment portfolio performance, focusing on metrics relevant to retirement savings.
There are many metrics that can be used to measure the performance of your portfolios. These benchmarks should be appropriate for your time horizon (how long you have until the money will be needed). One seldom used benchmark is a multiple of assets compared to income. This benchmark is often a more direct indication of your retirement savings success. You can contact us at www.crosbyadvisory.com
Topics covered
- investing
- portfolio performance
- retirement savings
- financial metrics
- benchmarks
Keywords
- investment benchmarks
- portfolio metrics
- retirement planning
- financial performance
- asset income ratio
Mentioned in this episode
Organizations: Crosby Advisory Group, www.crosbyadvisory.com
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