Dollars and Diagrams

Achieving Goals > Investment Returns


If you achieve your goals (getting kids thru college, becoming financially independent, retiring, etc.) do you care how your investment returns compare to some arbitrary index?

I would certainly hope not.

Maybe your investment returns beat an investment benchmark, but you did not meet your goals.

 How could that happen?

  • Maybe you did not save enough money.
  • Maybe you did not save in the right places.

How do you evaluate your financial plan?

Ask yourself these two questions:

  • Do I understand my plan?
  • Am I making progress towards my goals?


All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

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10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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