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Launching into the new year is a good time to assess your clients’ portfolios. Do they match your clients’ appetites for risk? Are they positioned for changes in the markets? Here are two key priorities to address now.
ChartTalk: Looking at asset performances over time can be like a game of Rock, Paper, Scissors. Since 1965, stocks beat bonds; bonds beat cash. See this illustration of how major asset classes performed during 60 years.
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The AI-Powered Financial Advisor
Begins February 26, 2026
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
March 23–26, 2026