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Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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    Guide to the Markets
     
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Staying balanced in volatile markets

Building and maintaining an appropriate asset allocation can help increase returns and reduce volatility over time. Market volatility can be an opportunity to rebalance back to an allocation that reflects your investment and income objectives, time horizon and tolerance for risk.

Economic Expansions and Recessions
A diversified portfolio can also increase income
 
  • Only seven years ago, the annual income generated by a $100,000 6-month CD was roughly $5,000. Today, it is a small fraction of that, and well below the rate of inflation.
  • Today, the dividend yield of the S&P 500 is comparable to the yield of 10-year Treasuries, and yields of non-U.S. equities are typically higher than those of U.S. stocks.
  • Parking savings in cash might seem like the safe choice at times, but it may also require investors to take on additional risk later in an effort to make up lost ground.
Discussion Slides
Asset Class Returns
Historical Returns by Holding Period
Cash Accounts

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