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What Has Your Past Performance Been With Clients Who Share My Investment Needs And Risk Tolerance?

Answer»

While PAST performance does not GUARANTEE future results, ask to see performance numbers on PORTFOLIOS similar to yours in both up and down markets. Compare them with relevant benchmarks, such as the S&P 500*, during the same PERIOD.

While past performance does not guarantee future results, ask to see performance numbers on portfolios similar to yours in both up and down markets. Compare them with relevant benchmarks, such as the S&P 500*, during the same period.



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