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Achieving Goals > Investment Returns Thumbnail

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?

important information

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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