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Estimating Investment Portfolio Returns and Values

Estimating Investment Portfolio Returns and Values

Over the last few months, I’ve encountered investors, advisors and even some financial writers struggling to make or suggest good estimates of future investment portfolio returns. No easy answer exists. But these inputs matter for planning. And so maybe predictably, people fall into the habit of just extrapolating the past. Maybe assuming they, their clients […] The post Estimating Investment Portfolio Returns and Values appeared first on Evergreen Small Business.

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