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STOCKS – 1 YEAR Large-Cap Stocks: 21.31% Mid-Cap Stocks: 15.33% Small-Cap Stocks: 26.73% International Stocks: 11.24% Emerging Markets Stocks: -12.31% Read more »  ...

STOCKS – 1 YEAR Large-Cap Stocks: 18.52% Mid-Cap Stocks: 23.14% Small-Cap Stocks: 26.34% International Stocks: 18.45% Emerging Markets Stocks: -2.00% Read more »  ...

Howard and Thelma Morrison were recently married. They are both in their early 30s, and each has brought valuable assets into their marriage. Now, they are in the process of consolidating them. At the same time, they are starting to take a serious look at setting up an investment...

In an effort to make financial life easier, the concept of a “life cycle” mutual fund was born. The idea was to offer specific asset allocations and investment selections for specific investment objectives—all bundled up in one fund. And some companies provide these...

One big advantage of a 401(k) plan is that it is tax-advantaged—it helps minimize the amount of money Uncle Sam can grab from your pockets in the form of taxes. But the best way to limit Uncle Sam’s reach is to make sure you are putting the right assets in the right pocket....

How much of your portfolio should be invested in stocks if you are a retiree living off of your retirement savings? The answer depends on how closely you fit the typical “mold.” At first blush, there would appear to be a fair amount of disagreement among the “experts”...

Investment mistakes, particularly those involving asset allocation, are painful indeed. Once made, however, they should be turned into important lessons. Mistakes can and are made in all kinds of environments, and the market’s behavior over one 16-year period encompasses...

STOCKS – 1 YEAR Large-Cap Stocks 15.04% Mid-Cap Stocks 11.5% Small-Cap Stocks 12.98% International Stocks 6.07% Emerging Markets Stocks 3.3% Read more »  ...

STOCKS – 1 YEAR Large-Cap Stocks 30.01% Mid-Cap Stocks 27.78% Small-Cap Stocks 32.15% International Stocks 15.65% Emerging Markets Stocks 17.74% Read more »  ...

STOCKS – 1 YEAR Large-Cap Stocks 17.82% Mid-Cap Stocks 12.07% Small-Cap Stocks 14.48% International Stocks 0.17% Emerging Markets Stocks -6.3% Read more »  ...