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
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