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The Coefficient of Correlation

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.

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The Coefficient of Correlation

President Trump’s Election Victory and Investing

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

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President Trump’s Election Victory and Investing

YOUR TEAM: WHITAKER-MYERS GROUP

We wanted to highlight the different divisions within Whitaker-Myers so you don’t have to make multiple phone calls for these various items.

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YOUR TEAM: WHITAKER-MYERS GROUP

Whitaker-Myers Wealth Manager

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