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Are Your Investment Returns Good or Bad?

Do you know how well your investments are performing?

Do you know the quarterly and annual rate of return?

What about how well your investments are performing when compared with a standard benchmark?

Ever since a friend asked me to look over her investments and tell her if she’s doing well I’ve wanted to help investors answer this question;

“What are my investment returns?”

Most individuals don’t know if their investment returns are good or bad. Even investors with financial advisors don’t know how to evaluate their rates of returns. Many financial advisors don’t offer their clients the investment portfolio annual rate of return compared with the returns of unmanaged indexes. And that’s a big problem.


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