So you think your investments are doing well, or perhaps you think they are performing poorly. But compared to what?

In this episode, Thom Guidi, CFA, explains what a benchmark is and shares some examples.  He also talks about why it’s important  to review your performance compared to benchmarks.

Thom shares more about:

• Why benchmarks are important
  
• What types of benchmarks Foster & Motley uses and why
  
• Foster & Motley’s approach to performance presentations
  
• And more
  

Resources:

• A Podcast about Wealth and Life
  
• Fidelity.ca
  
• Investor.vanguard.com 
  
• Schwab.com 
  

Connect With Thom Guidi:

• info@fosterandmotley.com 
  
• 513-561-6640
  
• Foster & Motley
  
• LinkedIn: Thom Guidi 
  
• LinkedIn: Foster & Motley