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Overlooked Diversifier

Strategy Diversification an Overlooked Diversifier

While asset allocation is the process of diversifying a portfolio between asset classes, strategy diversification is the process of diversifying a portfolio within an asset class in order to minimize volatility or capitalize on opportunity. For example, dividend paying stocks may behave differently than high growth technology stocks and inflation linked bonds may behave differently…
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Diversification and Asset Allocation Basics

Diversification and Asset Allocation Basics

In investing, the principals of diversification and asset allocation are frequently used synonymously but they are distinct concepts. Diversification is a broader risk management technique than asset allocation. While asset allocation is a form of diversification, there are also other ways to diversify portfolios, some of which are discussed below. For example, the volatility of…
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Cash Balance Pension Plan

Cash Balance Pension Plan

A cash balance pension plan is a type of defined-benefit plan under which an employer credits a participant’s account with a set percentage of yearly compensation plus interest charges. Key Benefits: Maintained on an individual account basis Generous contributions limits that increase with age Can be used in association with a 401(k) plan Can be…
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The Importance of Security Selection

Security Selection

  Customizing an investment strategy to meet our clients unique going requires the use of a wide selection of securities provides you with the right choices to build a diversified portfolio and reach your goals. Plus you’ll get clear, reliable help to guide your investing decisions from experts in the industry. Common Investment Securities Mutual…
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