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S&P 500

Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns. “Why is my portfolio under-performing the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street rallies, international markets...
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Investing Means Tolerating Some Risk

Investing Means Tolerating Some Risk That truth must always be recognized. When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place. All true. If you want to accumulate...
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