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Case Study: Concentration Risk Makes The S+P 500 Not the Best Benchmark
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Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to take a deeper look at a common investor sentiment about not keeping up with market performance. They discuss the faults with the S+P 500 index as a benchmark, the problems with chasing returns and portfolio risk.
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By Henssler Financial
5
1313 ratings
Send us a Text Message.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to take a deeper look at a common investor sentiment about not keeping up with market performance. They discuss the faults with the S+P 500 index as a benchmark, the problems with chasing returns and portfolio risk.More shows like Henssler Money Talks
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