Investment Reports

This year was off to a terrific start, but as the calendar turned to February, the markets provided a sobering reminder that volatility is always part of the investment process.

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A new year is upon us and we all know what that means… resolutions! This year, resolve to make your portfolio a priority. We have put together a list of 18 favorites for 2018. Download our free report today to make your resolution a reality.

We believe that you pre-pay for expectations in growth stocks, whereas value stocks have already been discounted. This is why over the long-term, growth stocks have trailed value stocks, returning an annualized average of 9.4% while value stocks have returned an annualized average of 13.6% over the same time period.

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Have you been saving for 20+ years? Now is the perfect time to make sure you’re well positioned for the home stretch into your golden years.

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Are you on track for retirement? Compare what you have to what you may need. See the impact small changes today could have on your financial future.

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Our free report on how elections impact investments.

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