Educational Series: A 3-Minute Deep Dive on Exceeding a Household’s Financial Plan Metric

In this episode of our In Focus Educational Series, Portfolio Manager Candis Fitch, CIM®, CIWM, explains exceeding a household’s financial plan metrics.

We hear the topic of benchmarks being thrown around in financial news all the time, but what does it really mean to an individual?  Candis deep dives into the difference between a market index and a client’s personalized financial plan metrics.  Walking through an example of a household’s financial plan metrics explains how this can inform portfolio decisions and ease reliance on generic market benchmarks and highlights the importance of having a personalized financial plan.

 

DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.