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.

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

With the quarter ending Thursday, March 28th, 2024, and the S&P 500 returning over 10%, the Russell 2000 coming in around 5%, and the...

Over time, the investments in a portfolio may shift, creating imbalances and potentially increasing risk.

What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...