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Tag "historic rolling returns"

Rethinking Performance Standards (Part II – The Solution)

    Rethinking Performance Standards (Part II – The Solution)

A fiduciary who only looks at the most recent reporting period stands to make an unfortunate – and potentially damaging – investment decision… and unnecessarily exposes himself and his company to a liability that can otherwise be easily avoided.

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How a Fiduciary Can Assess a Retirement Investor’s GOT

Now that you’ve determined your Goal-Oriented Target, discover what it means.

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