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May 2011 Investment Commentary

A tactical overlay to a strategic asset allocation is the only way to minimize investment errors, minimize risk, and maximize returns — particularly over the next 5 years when financial returns are likely to be below their historical average.

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January 2011 Investment Commentary

Although job growth has been slow, the economy continues to recover. This month’s Investment Commentary reviews those aspects of the real economy that could affect the financial markets. Asset classes are reviewed as well as advice as how best to navigate these choppy waters.

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