Expat Investing: The Problem with Comparing Investment Returns
Submitted by Creveling & Creveling Private Wealth Advisory on June 28th, 2017By Chad Creveling, CFA, and Peggy Creveling, CFA
You hear it all the time: “My portfolio is up 15%!” or “My financial advisor is really clever—he’s getting me a 30% return!” Generally, this is harmless bragging, but it does tend to elicit envy and cause investors to question their own investment performance. Sometimes, it may lead someone to stray from a consistent, disciplined investment strategy appropriate for their unique situation.