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YEAR-END INVESTMENT RETURN EVALUATION: How To Properly Judge Your Investments - MNO EPISODE 107
At the end of each year, we all receive those final statements on all of our investment accounts, and it has the tendency to send many people into a frenzy. There are several things that need to be understood before you make any determinations based on your year-end investment performance. You have to determine if your returns have accounted for things like fees and taxes, whether or not you are properly benchmarking your investments, and whether your investment style has any bearing on your need to make changes to your investment allocation. Accounting for all of these things can make all the difference in making sure that you are an effective investor over the long-term. Today, we will discuss:
1. How to determine net returns after accounting for fees and taxes
2. How to properly benchmark your investments
3. How your investment style can impact your returns
4. Why your friends should not be your investing benchmarks
Begin your path to financial freedom today: https://www.youtube.com/channel/UCjyCApAbHBN0Jtw5bAehbRg?sub_confirmation=1
Don’t forget to like, subscribe, and leave comments below as I would love your feedback. Be sure to check out my website (www.mnowithdylan.com) where you can get more information on my financial coaching services and more, the podcast of these shows if you are more of a listener than a watcher, and follow the show on any social media outlet (FB, Twitter, & Instagram) @mnowithdylan (Money’s No Object with Dylan Howell) [All links in description]. Tune in tomorrow when I will discuss what a net worth statement is and how to create one. Don’t forget to check-in every weekday (Monday-Friday) for new videos which will be uploaded each day at 6 a.m. CDT. Thank you, guys, for tuning into this episode of Money’s No Object. I’m Dylan Howell. God Bless!
Website: https://www.mnowithdylan.com/
Financial Coaching Information: https://www.mnowithdylan.com/workwithdylan/
Facebook: https://www.facebook.com/mnowithdylan/
Instagram Page: https://www.instagram.com/mnowithdylan/
Twitter: https://twitter.com/mnowithdylan
(Please keep in mind that I am not a financial advisor. I create these videos for educational purposes only. You and only you are responsible for the investment decisions that you make.)
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By mnowithdylanAt the end of each year, we all receive those final statements on all of our investment accounts, and it has the tendency to send many people into a frenzy. There are several things that need to be understood before you make any determinations based on your year-end investment performance. You have to determine if your returns have accounted for things like fees and taxes, whether or not you are properly benchmarking your investments, and whether your investment style has any bearing on your need to make changes to your investment allocation. Accounting for all of these things can make all the difference in making sure that you are an effective investor over the long-term. Today, we will discuss:
1. How to determine net returns after accounting for fees and taxes
2. How to properly benchmark your investments
3. How your investment style can impact your returns
4. Why your friends should not be your investing benchmarks
Begin your path to financial freedom today: https://www.youtube.com/channel/UCjyCApAbHBN0Jtw5bAehbRg?sub_confirmation=1
Don’t forget to like, subscribe, and leave comments below as I would love your feedback. Be sure to check out my website (www.mnowithdylan.com) where you can get more information on my financial coaching services and more, the podcast of these shows if you are more of a listener than a watcher, and follow the show on any social media outlet (FB, Twitter, & Instagram) @mnowithdylan (Money’s No Object with Dylan Howell) [All links in description]. Tune in tomorrow when I will discuss what a net worth statement is and how to create one. Don’t forget to check-in every weekday (Monday-Friday) for new videos which will be uploaded each day at 6 a.m. CDT. Thank you, guys, for tuning into this episode of Money’s No Object. I’m Dylan Howell. God Bless!
Website: https://www.mnowithdylan.com/
Financial Coaching Information: https://www.mnowithdylan.com/workwithdylan/
Facebook: https://www.facebook.com/mnowithdylan/
Instagram Page: https://www.instagram.com/mnowithdylan/
Twitter: https://twitter.com/mnowithdylan
(Please keep in mind that I am not a financial advisor. I create these videos for educational purposes only. You and only you are responsible for the investment decisions that you make.)