My Investments Underperformed the Market - Should I Fire My Advisor?

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Steve tackles a listener’s big question: “If my portfolio underperformed the market this year, should I fire my advisor?” He breaks down what “the market” really means, why your benchmark should match your portfolio’s purpose and risk level, and why a single 12‑month snapshot can be wildly misleading. Steve also shares when underperformance becomes a red flag.

Here’s some of what we discuss in this episode:

📊 Your Plan Matters: The market is not always the right benchmark

⚖️ Risk Changes Everything: Portfolios should match goals and timeline

⏳ Short-Term Isn’t Everything: One year rarely tells the full story

🚨 Patterns Deserve Attention: Chronic underperformance should raise questions

💬 Ask Better Questions: Strong advisor relationships encourage open conversations

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This podcast is provided by Powerhouse Financial Advisors Inc. ("PFA"), a state-registered investment adviser. The information provided is for informational and educational purposes only and should not be considered personalized investment advice. PFA does not guarantee the accuracy, completeness, or suit...