Do You Have Unrealistic Portfolio Return Expectations?

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Jul 27 2023 • 27 mins

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 understand what returns have typically looked like in previous decades.    (10:27)
  • Looking ahead and setting expectations for future returns.  (16:07)
  • Return expectations can be vastly different depending on who you talk to.  (20:09)
  • How to determine what approach you should take to investing.  (24:40)

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