Is Your Investment Rate of Return Actually Good?

Not all investment returns are created equal! A 5% return might sound great—or terrible—depending on key factors like asset class, liquidity, volatility, and more.

In this video, we break down the five critical considerations you need to evaluate your investment performance in the right context. Don't fall for misleading comparisons—learn how to judge your returns like a pro!

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.