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The Woodward Financial Advisors Blog

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Expectations, Reality and Maybe a Little Math: Financial Goals vs. Investment Returns

Already I saw some potential “red flags”, sensing someone who was solely investment-focused as opposed to being financial planning-focused. My suspicions proved accurate when the caller went on to say that he was: looking for significant returns in the realm of 10% per year; expected to outperform the S&P 500; and intended to double his investment in 5 years, as that was when he intended to retire.

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