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benchmark-portfolioAs investors opened their 3rd quarter statements while U.S. stocks dropped nearly 10%, I’m sure many of them sought comfort in comparing their portfolio’s performance to the market. I’m also sure that they didn’t get an answer. Why? Because they asked the wrong question.

You see, most investors require their portfolio to deliver a certain result, and that result is determined by understanding what their financial goals are and how are they tracking relative to those goals.


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