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★ 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

Markets do fine over time… but many investors don’t

As the year turns, investors are bombarded with predictions about what 2017 may hold. Soothsayers will suggest strategies to avoid the next crisis or how not to miss the next great opportunity.

IRS spending limits
★ 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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