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★ Featured blog post

Are you on the right financial path?

After an 8-year bull market and new political uncertainty, should you be more concerned about volatility risk?

★ Featured blog post

Periodic Table of Unpredictable Returns

Are there clear patterns of investment market returns over time? How does a “balanced” global portfolio compare to individual asset classes over the last 20 years?

★ Featured blog post

What do updated annual savings limits mean for planning?

The IRS recently released the indexed dollar limits for qualified retirement plans for 2017. The amounts remain largely unchanged,

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