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ChartTalk: These are the biases that unconsciously influence us—and our clients—when it comes to financial decision-making…and everything else!
ChartTalk: How stocks, bonds, commodities and a number of other asset classes have fared year-to-date. Plus a look at target-date fund performance.
ChartTalk: Over the last decade, the composition of global stock market sectors has changed substantially. Which regions have gained or lost market share within the sectors? This graphic from MSCI shows the regional breakdown of each sector in 2011 versus 2021.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025