Another question is whether you are getting your money's worth. One way to look at this is to determine whether the portfolio performance is meeting your expectations. You can evaluate performance by comparing your portfolio's return to a suitable benchmark. The concept of suitability is important. You'll want to compare the portfolio's annual return with a benchmark that fits your investment style. If you're neither particularly conservative nor particularly aggressive, the return on the S&P 500 might be a ...

Discover what investment benchmarks are, their types, and how to use them for evaluating your portfolio's performance effectively. https://t.co/srBnk2k6LH ...