Access Your Account   |   Contact Us

logologo
  • Why Now
  • Client Scenarios
  • Services
  • Our Process
  • Our People
  • About
    • About Us
    • Our People
    • Awards
    • Careers
  • Blog
  • Why Now
  • Client Scenarios
  • Services
  • Our Process
  • Our People
  • About
    • About Us
    • Our People
    • Awards
    • Careers
  • Blog

USE APPROPRIATE PERFORMANCE BENCHMARKS

Do you find yourself glued to the daily news reports on market movements wondering about your own savings and investments? Before you make any hasty decisions, be sure you understand how these reports relate — or don’t relate — to your individual portfolio.

The variance in the returns of different portfolios is largely attributable to their asset allocations. If you have a well-diversified portfolio that includes multiple asset classes (stocks, bonds, cash alternatives), be sure to compare its overall performance to relevant benchmarks, rather than the gains and losses reported throughout daily news cycles. For example, just because a particular stock market index, such as the S&P 500, may have dropped by a double-digit percentage doesn’t necessarily mean your entire portfolio is down by the same amount. If you find that your investments are at least matching relevant benchmarks, you might feel better about your overall strategy.

Asset allocation and diversification do not guarantee that you won’t suffer losses, of course, and they also can’t guarantee a profit. But they can help spread your risk. When the overall market declines, some asset classes and individual investments may be affected more than others.

Before letting daily headlines drive your investment decisions, consider whether your asset allocation is appropriate for your immediate and long-term needs and the risk you’re comfortable taking.

For help in determining appropriate benchmarks for your portfolio, give us a call. We’re here to help.

All investing involves risk, including the possible loss of principal, and there is no guarantee that any investment strategy will be successful.

Although there is no assurance that working with a financial professional will improve investment results, a professional can evaluate your objectives and available resources and help you consider appropriate long-term financial strategies.

IF THESE OR OTHER TOPICS ARE ON YOUR MIND, CONTACT US TODAY. FAIRMAN GROUP HAS A TEAM OF EXPERIENCED, CREDENTIALED PROFESSIONALS READY TO HELP.

IMPORTANT DISCLOSURES

This text is prepared for Fairman Group Family Office by Broadridge Investor Communications Solutions.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual’s personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Previous PostThink Twice About Speculative Investments
Next PostRetiree Confidence Drops: Are You Worried?
1 Comment
  • Pingback: Latest News Affecting Your Financial Life | July 2020 | Fairman Group

Recent Posts
  • Tax Day for Individuals Extended to May 17 March 18, 2021
  • Protective Refund Claims for Taxes Paid Under the Affordable Care Act (ACA) March 2, 2021
  • Strategies for Claiming Social Security Benefits February 1, 2021
  • Breaking up Is Hard to Do: That Home in Florida May Not Save You From State Income Taxes December 7, 2020
  • Growth Versus Value—A Balancing Act, Not an All or Nothing Approach October 29, 2020
Categories
  • About Fairman Group (7)
  • Blog (29)
  • Equity Compensation (2)
  • Estate Planning & Trusts (11)
  • Family Office (1)
  • Family Wealth (3)
  • Fiduciary Advice (3)
  • Financial Planning (28)
  • Gift Planning (5)
  • Investments (20)
  • Life Events (17)
  • Next Nest Series (4)
  • Perspectives (24)
  • Retirement Planning (19)
  • Security (5)
  • Strategic Financial Planning (6)
  • Tax Planning/Taxation (36)
  • Thought Leadership (36)
  • Wealth Planning (6)

About Us

Fairman Group takes a 360-degree view of your financial life, so you can gain a greater feeling of security and discipline as you make more proactive and informed decisions.

Our Approach

Our client-centered approach is flexible, offering full integration of your family’s financial planning, investment advice, and tax accounting needs, or services in select areas. Choose what you need from the services we offer in a cost-effective manner.

Contact Us

1200 Liberty Ridge Drive, Suite 320, Chesterbrook, PA, 19087
610-889-7300
serviceteam@fairmangroup.com

Investment advisory services are offered through The Fairman Group LLC. The Fairman Group LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940. View Our Compliance Statement