When comparing portfolio returns to benchmarks like the S&P 500, it’s crucial to ensure a proper match in asset composition. The coefficient of determination (R²) measures how well a benchmark fits your portfolio—an R² of 0.70 or higher suggests a good match. However, no single metric should drive decisions. At Whitaker-Myers Wealth Managers, our research team uses tools like R² to guide informed, holistic financial planning. Connect with an advisor to learn more.

Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...