Making Sense with Ed Butowsky
Hosted by 35-year investment manager, Ed Butowsky, "Making Sense" is designed for delving deep into understanding investing in episodes less than 30 minutes.
To learn more about Chapwood Investments, you can visit us at our website (www.chapwoodinvestments.com).
Making Sense with Ed Butowsky
SCORE Your Portfolio: CHIP Score
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Jordan McFarland
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Episode 24
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.