Portfolio Expectations

What are your portfolio expectations? Are they too high? Today we talk through an article that shares investor expectations on their portfolio and why, in many cases, they are higher than they should be.

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Things You’ll Learn Along Today’s Journey

What are your portfolio expectations? Are they too high? Today we talk through an article that shares investor expectations on their portfolio and why, in many cases, they are higher than they should be. We discuss some of the differences in expectations across the globe. More than that, we consider what the meaning of those returns are and how much we should place value on them. What does your lifestyle require? How can you create more clarity with your finances?

Before you get too bogged down by the charts and graphs, let Sean talk you through it. Having a strategy and knowing how to manage your expectations can make all the difference.

Here’s some of what we discuss in this episode:

  • Investment return expectations for investors vs. financial advisors.
  • How do we manage expectations?
  • What do I need to make my lifestyle possible?
  • Should we plan for a recession?

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MEET YOUR HOST...

For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

Questions for Sean?

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(801) 639-0095

slee@erg-slc.com

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