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106 Things We Do For Clients, No. 102

No. 102 of 106 Things We Do For Clients

Help you establish realistic investment objectives and maintain them in both good and bad market periods.

We provide a touchstone of reality. We constantly remind you of and nudge you toward your original goals and time horizons. We will let you know when your investment expectations are out of line with what’s probable. Your expectations may be too high or too low. While no one knows the future, the past is a reasonable gauge of what the future might hold. We will bring you back to reality whenever short-term markets greatly exceed or lag long-term projections.

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