Wealth Transparency with Ed Butowsky

SCORE Your Portfolio: CHIP Score

Jordan McFarland Episode 24

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0:00 | 12:17

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.

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Investment advice offered through Chapwood Investments,LLC, a partner firm of Ethos Financial Group, LLC, a Securities and Exchange Commission (or name of state)-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration.  Content contained herein is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product.  Investments involve the risk of loss, including possible loss of principal.  Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here.  Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

All investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. 

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