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Value vs. Growth Investing: What’s the Difference? Thumbnail

Value vs. Growth Investing: What’s the Difference?

Is there a difference in value stocks and growth stocks? As you decide what asset class mix your portfolio should consist of, consider whether you have the right mix of value versus growth stocks based on your individualized situation. Taking an approach that “as long as I am in a broad index in the stock market” may not be the optimal approach to helping you reach your financial and retirement goals.

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What is Asset Allocation Thumbnail

What is Asset Allocation

Asset Allocation is the process of dividing a portfolio’s assets into investment classes based on the investment objectives of the investor. While this concept is fundamental to building a portfolio for the short- and long-term, there are alternative approaches to get there. Are you or your advisors adhering to the optimal approach?

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