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risk tolerance

Yours, Mine and Ours — A Couple’s Guide to Retirement Planning

October 12, 2011
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While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs. As a couple, your combined retirement assets are not just limited to what you may have accumulated in your current employers’ retirement plans. You also need to consider any…

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Lifestage Investing: Strategies for the Ages

August 31, 2011
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Investing is a lifelong process. And regardless of what financial stage of life you’re in, you’ll have to decide what your needs are and how comfortable you are with risk. From there, however, the actual investment strategies that you decide to implement probably should reflect your current lifestage. Why? Because as your investment goals change…

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Putting on the Right Market Cap: Why Stock Size Matters

February 17, 2010

While there have been many times in history when the U.S. stock market’s performance was driven in large part by the successes of large companies, there have been other times when the innovation and high-growth orientation of smaller or midsized firms led the charge during an economic boom. This raises an important question for investors…

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