Case Study: Concentration Risk Makes The S+P 500 Not the Best Benchmark

Published: Sept. 10, 2018, 8:51 p.m.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to take a deeper look at a common investor sentiment about not keeping up with market performance. They discuss the faults with the S+P 500 index as a benchmark, the problems with chasing returns and portfolio risk.