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Daily Archives: August 13, 2018

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Active Management Provides Custom Allocations over Age-Based Portfolios

Case Study, Investment SelectionBy Editorial TeamAugust 13, 2018

Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss why investors may want to have their portfolios actively managed in retirement instead of simply choosing an age-based portfolio.

Market Roundup: Despite Strong Start, Week Ends with Mixed Results

Economy/Stock MarketBy Editorial TeamAugust 13, 2018

The major indices kicked off the week with gains, with the S&P 500 Index reaching its highest level since January. A strong second quarter earnings season led to the increase…

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