Understanding how to measure financial performance is a critical step for anyone looking to manage their wealth effectively. At Zuraw Financial Advisors, we know that every client is unique, with different financial goals, timelines, and risk tolerances. Some clients have short-term needs, like generating income, while others are focused on long-term objectives, such as a 30-year retirement plan.

When determining how to measure financial performance, it’s important to consider both historical investment returns and the individual client’s objectives. Historical performance can provide context, but it’s crucial to remember that past performance does not guarantee future results. Each client’s portfolio is tailored to their goals, balancing risk and reward in a way that aligns with their financial strategy.