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Portfolio Design

The Easy Way

In Defense of The Easy Way

Maybe you don't have to organize your asset allocation across a half dozen accounts. Maybe it doesn't matter all that much. What if you just picked a reasonable asset allocation for each account?

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investment policy Statement

Don’t Give Up On International Stocks

International stocks are solid investments worthy of your investing dollars, despite the fact that many US companies receive significant revenue from other countries. Allocating a reasonable portion of a public equity portfolio to international stocks adds valuable diversification.

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