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Blog

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Zeroing in on Mutual Fund Expenses

As investment options continue to expand and competition for investment dollars increase, the mutual fund industry is coming under increasing scrutiny for the expenses charged in many mutual funds.

Determining Your Risk Tolerance

What’s Your Risk Management Plan?

Most people couldn’t bear the financial hardships resulting from unexpected events, such as a major house fire, a car accident, a disability or the premature death of a family breadwinner, which is why one of the most important component of a sound financial plan should be your personal risk management strategy.

China's Gold Mystery Ends

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U.S. Equity Markets: Total Payout Yield: 1871 - 2014

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U.S. Equity Markets: Dividends and Repurchases: 1871 - 2014

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Bond Yields and Future 10 Year Bond Returns

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CAPE Ratios and Future 10 Year Stock Market Returns

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The Average annual Real Returns of 60% and 40% Bond Portfolio from 1900-2014

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Percentage of Underperforming Domestic Active Funds in Large-, Mid- and Small-Cap Categories

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