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Performance Prospectuses and Forms
Stocks Over Bonds for the Coming Decade
Why stocks are attractive. Why bonds at current levels pose more risk to an investor’s long-term spending power.
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Review of 2021: Results, Contributors, Detractors

Contributors (JPM, AXP, WFC, AMAT, GOOG), Detractors (EDU, AMZN, INTC); why we believe our businesses are outperforming their stock prices – driving our confidence about the future
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