Do Inheritors Need to Beat the Market?

“Beating the market” shouldn’t be anyone’s investment goal, and this especially applies to families that have inherited investment portfolios.

Oddly enough, most of the investment industry and investing public is fixated on the idea of “beating the market.” For too many investors, that ends up being the point of it all. Why? I’m not entirely sure, but I think it has a lot to do with trying to make the client feel like they are “winning” the ...

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