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November Chart Talk: This month’s charts include an interactive tool for looking at long-term capital market expectations, the case for commodities, how the presidential cycle affects investing, and more.
October Chart Talk: See the visuals for the history of stock vs. bond performance, when autumn leaves are at their peak,nhow much oil the U.S. is producing, and much more.
September Chart Talk: From the increase in advisor AUM last year to recovery from the Great Recession, from mutual fund performance to the value of asset location, these charts give you a clear visual of the situation.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025