Tag Archives: Goals-based planning

Natixis Sees a Lack of Realism in Individual Investor Expectations

Natixis published its fourth Global Survey of Individual Investors today. They reached 7,000 investors in 17 countries. http://ngam.natixis.com/docs/265/1012/2015%20Individual%20Investor%20Survey%20white%20paper_FINAL,0.pdf Many of the findings show that individuals are unrealistic and confused. Individual investors say they need 9.7% returns above inflation to meet their … Continue reading

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