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Diversification Is a Balanced Investment Diet

With displays of Valentine candy in every store, February is the perfect time to talk about chocolate. A creative financial planner might even steal Forrest Gump’s analogy and say, “Diversification is like a box of chocolates.” Except that it isn’t. True, a box of chocolates might have a lot of variety. Cream centers. Caramels. Nougats. […]

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Not a Lost Decade But a Bumpy Ride

In story after story, the financial press proclaimed the first decade of this century an investment disaster, “a lost decade.” That was true if your investments were primarily in U.S. Stocks. According to a Wall Street Journal report from December 22, 2009, since the end of 1999 stocks traded on the New York Stock Exchange […]

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