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An Investor’s Guide to Expected Returns

Will I have enough money to retire comfortably? Am I on track? Should I be saving more? These are the types of questions clients bring to us daily. We turn to financial planning and modelling into the future using expected returns to answer them.

Expected returns estimate the average return that an investment or portfolio should generate over time. Being able to create realistic projections requires starting with appropriately developed expected returns.

In this episode, Marcelo and Keith talk about how investors and advisors should use expected returns, what you need to know about how…

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