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Knowledge Base

Addressing the Income Challenge

Addressing the Income Challenge

Key Takeaways Low interest rates are likely to persist, limiting the income and return from cash and government bonds. Investors need to remain flexible on...

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Keeping Calm During Market Volatility

Keeping Calm During Market Volatility

Key Takeaways The one certainty of investing is that your portfolio will experience volatility. Volatility can often lead to irrational decisions, such as...

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Fed Rate Cuts: Three strikes or third time’s the charm?

Fed Rate Cuts: Three strikes or third time’s the charm?

Key Takeaways The Federal Reserve (Fed) cut rates for the third time this year. Historically, three rate cuts have been the sweet spot for stocks. The Fed...

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Why Isn’t My Portfolio Keeping up with the Stock Market?

Why Isn’t My Portfolio Keeping up with the Stock Market?

Why Isn’t My Portfolio Keeping up with the Stock Market? As the S&P 500 index and the Dow Jones Industrial Average (DJIA) reached record highs...

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