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The power of goals-based investing

Daniel Crosby, Ph.D.

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For years, investors have relied on benchmarks, such as the S&P 500, as a yardstick against which to measure performance and make decisions. But recent research suggests traditional performance measures may actually exacerbate prominent behavioral biases. Crosby guides you through a personalized approach that can help advisors deepen their relationships with their clients — while freeing them of the tendency to act irrationally.

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