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Milestones in strategic planning for business

Spreadym

Goal Setting: Establishing specific, measurable, achievable, relevant, and time-bound (SMART) goals that align with the organization's vision and mission. These goals provide a clear direction for the organization and serve as benchmarks for measuring progress.

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Transcript: Marta Norton

Barry Ritholtz

I think a lot of people think of Morningstar, and rightly so for the star ratings, which are performance measurements. NORTON: Within Morningstar Investment Management, we are very much high conviction investors probably — RITHOLTZ: Meaning concentrated portfolio? What makes a good investment strategy?