Archive for December 2019

I remember writing last year’s net worth recap and being disappointed that I didn’t reach my goal after the stock market tanked during the last three months of 2018. What a difference a year makes! My investments were up 20+ percent this year. We also reached all of our 2019 financial goals, including maxing out…

How well did your investments perform in 2019? Investment performance is critical to achieving your retirement goals, yet it’s one of the most misunderstood concepts in personal finance. Why? Because we need to put our performance into proper context. In other words, we need to compare our returns to an appropriate benchmark. Investment managers are…