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Investing Specialists

The Error-Proof Portfolio: 5 Benchmarking Pitfalls to Avoid

These errors aren't the exclusive domain of rookies, either.

You have been checking your 401(k) balance, and it has been growing nicely for as long as you can remember. Perhaps an early retirement is in your future?

Meanwhile, your 401(k) statement shows your portfolio's return relative to the S&P 500, and you're lagging that benchmark by a healthy margin since you started contributing to the plan 10 years ago. Hmm, maybe you're not doing so well after all.

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