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4 Simple Tools to Help Your Clients Achieve Their Goals

Barron's Advisor

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How to Review a Portfolio and Financial Goals

How do you review a portfolio and financial goals? And ye know, one thing that we can consider is that you've got a couple of options. You can look back to the past or looking forward. Researchers out of the university of chicago have found that looking back on past performance and past successes is useful for people who are less committed. They find inspiration and motivation by closing that gap between where they are and where they want to be.

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