Better Financial Health in 15 Minutes (or less!)

Ep. 137 Benchmarks

July 18, 2024
Ep. 137 Benchmarks
Better Financial Health in 15 Minutes (or less!)
More Info
Better Financial Health in 15 Minutes (or less!)
Ep. 137 Benchmarks
Jul 18, 2024

In this week's episode, we are diving into benchmarks. Stacey discusses what benchmarks are, their usefulness, and how to pay attention to the right ones for your portfolio. Appropriate benchmarks are a practical tool that can help you contextualize the overall health of your portfolio.

Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis TN 38137. (901) 422-7526, This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.

Show Notes

In this week's episode, we are diving into benchmarks. Stacey discusses what benchmarks are, their usefulness, and how to pay attention to the right ones for your portfolio. Appropriate benchmarks are a practical tool that can help you contextualize the overall health of your portfolio.

Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis TN 38137. (901) 422-7526, This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.