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Beating market returns? If so, which ‘market’ benchmark are you trying to beat?
Large domestic stocks? Small company stocks? Or perhaps, international stocks? It’s common for investors to be unsure how to judge the success of their portfolio.
Without specific numbers designed to pursue your own personal financial goals, it is difficult to attain clarity. A large part of our job is to help our clients gain clarity through proper goal setting and parameters designed specifically for them and no one else.