SCORE Your Portfolio: CHIP Score

from Wealth Transparency with Ed Butowsky · host Jordan McFarland

In this episode, Ed Butowsky and Jordan McFarland discuss the CHIP Score, a tool that allows individuals to input their expenses and taxes to obtain a realistic assessment of how well their portfolio and investments are performing.The CHIP Score helps answer questions such as:How is my portfolio performing in relation to my financial needs?Am I keeping up with increases in my cost of living?Is my portfolio properly diversified for my goals?How much risk am I taking?To learn more about the CHIP Score and how to find your own, visit www.chapwoodinvestments.com or the "Making Sense with Ed Butowsky" YouTube page.Send us Fan Mail Support the show

What this episode covers

In this episode, Ed Butowsky and Jordan McFarland discuss the CHIP Score, a tool that allows individuals to input their expenses and taxes to obtain a realistic assessment of how well their portfolio and investments are performing. The CHIP Score helps answer questions such as: How is my portfolio performing in relation to my financial needs?Am I keeping up with increases in my cost of living?Is my portfolio properly diversified for my goals?How much risk am I taking?To learn more about the C...

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SCORE Your Portfolio: CHIP Score

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How long is this episode of Wealth Transparency with Ed Butowsky?

This episode is 12 minutes long.

When was this Wealth Transparency with Ed Butowsky episode published?

This episode was published on June 21, 2024.

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