• SCORE Your Portfolio: CHIP Score

  • Jun 21 2024
  • Duración: 12 m
  • Podcast

SCORE Your Portfolio: CHIP Score

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  • Resumen

  • In this episode, Ed Butowsky and Jordan McFarland discuss the CHIP Score, a tool that allows individuals to input their expenses and taxes to obtain a realistic assessment of how well their portfolio and investments are performing.

    The CHIP Score helps answer questions such as:

    • How is my portfolio performing in relation to my financial needs?
    • Am I keeping up with increases in my cost of living?
    • Is my portfolio properly diversified for my goals?
    • How much risk am I taking?

    To learn more about the CHIP Score and how to find your own, visit www.chapwoodinvestments.com or the "Making Sense with Ed Butowsky" YouTube page.
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