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Chart Talk: It’s easy to slip into a sense of comfort, enjoying the great ride we’ve had for the past nine years; let this quarter’s minor disappointments serve as a cautionary alert. In addition to a review of asset class performance, check out the World Economic Forum’s graph showing the probability of 10 top economic risks.
With this month’s client-letter template, get clients reacclimated to normal volatility with a look at the current markets, plus take some time to discuss the value of setting financial goals.
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