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Three Keys to Long Term Investment Success

Sound Investing

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How to Select Equity Asset Classes

The average 40-year period return of the S&P 500 going back to 1928 was an 11% compound rate of return. Large cap value without the growth in it, 13.5, small cap blend, 13.7, and small cap value 16.2. And I don't live with any hope that it's going to be 16.2 again. We don't know whether it'll ever be 11% again for the S&p 500.

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