Do You Have Unrealistic Portfolio Return Expectations?

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® · Jul 27, 2023 · 27m

In this episode, Tyler Emrick CFA®, CFP® explores the disconnect between some investors' return expectations. Learn common mistakes people make and traps they may then fall into.

And be sure to pay attention to what historical performance tells us, and how, if the forecasts of the big institutional investors are reasonably accurate, these investors could be setting themselves up for severe disappointment.

Here are some of the things we will discuss in this episode:

Why expectations are almost always higher than what reality provides. (5:30)

We use a historical perspective to help clients…