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Latest / TaylorMade Retirement with Taylor Demars, CFP®

My Investments Underperformed the Market - Should I Fire My Advisor?

It’s one of the most common (and emotional) questions investors ask: If my portfolio isn’t keeping up with the market, is my advisor doing their job? On the surface, it feels like a simple comparison, but there’s usually a lot more going on beneath it. Taylor walks through how to think about performance the right way, why comparing your portfolio to “the market” can be misleading, and what actually matters when evaluating your advisor.

Here’s what we discuss in today’s show:

📊 Wrong Comparison: Portfolios ≠ the S&P 500

🎯 Goal Alignment: Strategy should match your needs

⏳ Long-Term Lens: One…

The skinny

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