What Else? We Have The Best Support Around
Professional financial planners’ definition of investment planning is broader as it includes all assets you have. Your ENTIRE assets are treated as a single portfolio. There is no “education portfolio”, “retirement portfolio”, “emergency cash portfolio”, etc. Everything you owned is considered as one portfolio.
Calculation of existing weighted average return is only done under comprehensive financial planning approach. No financial advisers perform weighted average calculation if it is not a comprehensive planning. That is why you don’t get to hear of it.