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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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Correlation Does Not Equal Causation

The danger of investment products built on back testing. Markets continuously evolve and factors that seemed to have worked in the past may not work going forward.
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Higher Inflation and interest rates may be returning. How should this impact portfolio positioning?
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