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Wealth Management

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Quality Compares Favorably to Size & Style

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High-Quality Outperforms Low-Quality Across Size and Style

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Periods of Extreme Market Performance Size, Style & Quality Differencials

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Time-Tested Projections to Build Resilient Portfolios

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The Capital Preservation Trilemma

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Performance Spread in Some Fund Categories is Tighter Than in Others

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Evolution of the Top Quartile Funds from 2009 to 2014

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Video: The Very High Cost of Waiting to Save for Retirement

The Infidelity of Financial Affairs

For time immemorial we have known that men are bigger cheaters than women. It seems that men, by their very nature, are more inclined to hide their infidelities and risk their relationships. Now we learn that women can be bigger cheaters than men, but with financial affairs, not romantic affairs.

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

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