image_pdfimage_print

In episode 8 on the Wilson Wealth Management YouTube channel, we begin our look at investment returns. In this session:

What investment return time periods are commonly presented to investors? Why is it important to differentiate by time when assessing asset performance?

What is the difference between nominal and expected returns? How does investment risk (i.e., standard deviation) play a part in this comparison?

How do I know if my investment performance is good or bad? What other return types are there to assist in evaluating my investment results?

If you would like additional detail on this discussion, please check out two related blog posts: Common Investment Returns and Assessing Investment Returns.