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How Not To Be Average
Manage episode 374694167 series 1174726
Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Manage episode 374694167 series 1174726
Content provided by Money Guide with Mary Sterk and Mary Sterk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Guide with Mary Sterk and Mary Sterk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
People often hear about long term market averages and wonder why their portfolio isn't producing the same results. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Advisor Kelsey Bankey discuss ways to analyze your performance and holdings to try to boost your portfolio results. Topics include: Overlap Peer Group Performance Mutual Fund Morningstar Asset Class Long-Term Performance Short-Term Performance Investing Ranking Fixed Income Fixed Expenses Variable Expenses Travel Liquid Pool of Investments Retirement Will Power of Attorney Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: https://tinyurl.com/3x65ejdm Schedule an appointment with one of our advisors today! https://www.sterkfinancialservices.com/p/contact
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