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What a True Investment Portfolio Diversifier Should Accomplish

If there is one goal investors should pursue, it is having an investment portfolio that can stay strong regardless of the market conditions. No matter what our investment goals or strategies, we all face the same problem of uncertainty and risk. Instead of just accepting this uncertainty and hoping for the best, consider this: it is possible to build a portfolio that will perform well during the inevitable ups and downs of market cycles.

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Jumpstart Your Financial Plan for 2018!

We’ve all heard the stats; 80% of New Year’s resolutions fail by February.(1) Good intentions are wonderful, but if you don’t take the small steps to make your goals a reality, any change will be short-lived. Here’s the good news: it doesn’t have to be this way. If you have dreams of turning your finances around or setting a firm financial foundation, here are some actionable steps to jumpstart your financial plan in 2018!

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Time to Revisit Your 60/40 Portfolio Expected Return for 2018 and Beyond

 

You don’t have to be neck-deep in the financial field to know that the markets have been at all- time-high levels recently. Did you know that since the U.S. November 2016 election, there have been over 50 record-high market closes? As a result, your investment plan may not align with your goals or be working hard enough for your changing priorities. While a 60/40 portfolio may have worked in the past, it might be time to revisit your strategies to make sure they still make the most sense for you.

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Is Sustainable Investing Becoming Mainstream?

 

If you’ve followed investment news these past three years, you may have come across terms such as socially responsible investing, ethical investing, or sustainable investing. Investors have always wanted options and diversification, but the rise of new investment strategies shows that people are becoming more aware of the impact their money has on society.

 

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