Being smart with $$ - Did your portfolio underperform in 2016?

Another year ends, another chance to measure your investment portfolio against others.  A model portfolio of large, small and international stocks, bonds and REITs returned 8.5% in 2016. Did you do this well?  Or did high fees paid to your investment advisor and subpar performance by their in-house products hurt your total return?  If your investment performance was disappointing, consider an hourly, fee-based advisor instead who does not receive commissions or recurring fees and can offer low-cost index funds that outperform 75% of their actively-managed peers over the long term.  Call me for details.

- Larry Pike, CFA, Client Priority Financial Advisors LLC

- www.clientpriority.com