Investment Benchmarks: Why “The Market” Isn’t the Only Measure of Success
People naturally compare their experiences, whether it’s lunch, parenting, or investment returns. But when it comes to your finances, the comparisons that matter aren’t always obvious. In this article, we explore three different benchmarks investors often use: the market, your portfolio, and your personal financial plan, and why focusing on the right one can keep your finances in perspective.
2025 Mid-Year Investment Review & Outlook (Video)
As we pass the halfway mark of 2025, we want to share a few key takeaways from our latest investment market update. We’ve seen strong performance in many areas, but also signs that call for thoughtful rebalancing as we look ahead.