Foster & Motley : A podcast about Wealth & Life
A Chat About Benchmarks with Thom Guidi, CFA
August 31, 2022
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:
Connect With Thom Guidi:
Cincinnati, Ohio
The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize yo
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