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1. A Fresh Look atYour Retirement Plan by Gregor McDonald, CFP ® Vision Financial Planning 2. A Fresh Look atYour Retirement Plan Recent market events compel us to review…

Economy & Finance VPC Deloitte Presentation

1. Intro. to InvestingDiversification09/05/13  2. • Diversification• “Most Hated Stock-Market Rally in Years Goes On”• What do we think 3. Studies show that somewherebetween…

Documents Presenter’s Name TITLE PLACEHOLDER Firm. Three things to know about asset allocation Different...

Slide 1Presenter’s Name TITLE PLACEHOLDER Firm Slide 2 Three things to know about asset allocation Different assets play different roles Markets are unpredictable The mix…