It’s time for our annual review of asset allocation models and how they performed over the past 50 years in both accumulation mode and distribution modes.
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The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page. It’s a new chapter. It’s a
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With three major pieces of tax legislation passed within the last three years—and one more pending—we have
more nuances, more inflation adjustments, more
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Use these tools to quiet negative, unproductive thoughts and focus on positive, productive ones. Increased productivity and success are sure to follow.
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During normal times, companies look for ways to make their supply chains operate more efficiently. But these aren’t normal times. Scenes of cargo ships circling
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You owe it to yourself to be happy in your career, don’t you?
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Wharton’s Benjamin Keys explains why the red-hot U.S. real estate market isn’t a bubble that’s ready to burst. Home prices are likely to stay high for years to
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Federal Reserve Chairman Jerome Powell sent “three significant messages” on the U.S. economic outlook in his address last month in Jackson Hole, Wyoming
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For most, it is difficult to think about the possibility of needing long-term care. But many will need it, and that is where advisors can lend help and hope
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New investors or those moving from the sidelines back into equity investments are faced with two entry strategies: lump sum or monthly? This 40-year performance
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Interest on 10-year government bonds has increased a little, but concerns have increased a lot. You’d think investors would be relieved by a return to a more
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In his new book, The Psychology of Money, award-winning author Morgan Housel uses 19 short stories to explore the strange ways people think about their finances
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