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Resources

Why Should You Diversify




Equity allocation decisions based on return differences over a relatively short period may result in missing opportunities that the global markets offer. 


Market Volatility

After a period of relative calm in the stock market, investors have experienced increased volatility in recent months. While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than helpful.


The total cost of a mutual fund can be difficult to assess and requires a thorough understanding of costs beyond what a management expense ratio can tell investors on its own. Investors should look beyond any one metric and instead evaluate the total cost of ownership of an investment solution.

Total Cost of Ownership

Creating a portfolio you are comfortable with, understanding that uncertainty is a part of investing, and sticking to a plan may ultimately lead to a better investment experience. A financial advisor can provide the expertise, perspective, and encouragement to keep clients focused on the destination.

Tuning Out the Noise

At some point, most investors ask themselves questions like: “Do I have to outsmart the market to be successful?” or “Will a fund with strong past performance do well in the future?” A few key principles can help provide answers and improve the odds of investment success in the long run.

Key Questions for the Long-Term Investor

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