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Wealth Management

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Best and Worst Rolling Return Period (Dimensional Fund Advisors 1991-2016)

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Wellington's Capital Market Assumptions (Wellington Management 2020)

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Bull and Bear Markets (Morningstar 1970-2020)

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5 Year Rolling Performance of the S&P 500 (Blue Ocean 1932-2019)

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A Hypothetical Case Study in Rebalancing (Savant 2000-2020)

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Many Stocks Priced to Deliver Negative Returns (HOLT 2000-2020)

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Stocks have trended higher regardless of which party has been in office (Morningstar 1933-2018)

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