Webinar Wednesdays: New Ways to View Performance Wrap-Up

If you missed our Webinar Wednesday on April 28, you can watch it here.

Is there more to portfolio returns than just the numbers? In the first segment of this episode of The Individual Investor Show, we talk with Paul Merriman about new angles for viewing performance that you may not have considered. Next, we look at socially responsible mutual funds and exchange-traded funds (ETFs) that pass our First Cut for best one-year return. Finally, Brian Portnoy joins us to pull back the curtain on how some financial advisers, portfolio managers and other financial experts invest their own money and the lessons you can take from their personal money stories. Questions and comments submitted during this show will be reviewed and may appear in an upcoming episode of The Individual Investor Show.

Post-Webinar Notes

Performance Returns Segment

There’s More to Portfolio Returns Than Just the Numbers, by Paul Merriman
AAII Articles by Paul Merriman
Tap Into Tax-Related Information on Stocks and Funds
Achieving Greater Long-Term Wealth Through Index Funds
Getting a Start With Dollar-Cost Averaging
How Much Risk Can You Handle and Still Meet Your Goals?
https://paulmerriman.com
https://twitter.com/SavvyInvestorPM

Socially Responsible Funds

Socially Responsible Mutual Funds
Socially Responsible ETFs
Socially Responsible Investing Article Archive
Which Funds Fit Your Needs? Here’s How to Decide
The Building Blocks of a Successful Portfolio Allocation
First Cut Funds Archive
First Cut ETFs Archive
Guide to the Top Mutual Funds
Guide to the Top ETFs
My Portfolio
A+ Investor

Lessons From Investment Pros

Lessons From How Professionals Invest Their Money, by Brian Portnoy
AAII Articles by Brian Portnoy
Why Your Goals Should Drive Your Investment Decisions
The Sound of Silence: Speaking to the Heart of Money Management
How Human Behavior Differs From Traditional Economic Models
Five Major Considerations for Early Retirement
https://shapingwealth.com
https://twitter.com/brianportnoy

Mailbag: Choosing a Financial Planner

October 2020 Wealth-Building Process article:
Determining Your Portfolio Management Preferences
More in-depth discussion in May 2021:
8 Factors That Influence Your Investing Management Preferences
You May Need a Different Kind of Financial Professional for Retirement
Why Your Financial Adviser Should Be a Fiduciary
A Worksheet Approach to Selecting a Financial Planner
Resources for Checking Out an Adviser or Broker
Wealth-Building Process at Learn and Plan area