Important to know:

We use history as a guide because it’s the only real guide we have.

The future will never look exactly like the past.

Understanding the past can help make better choices for the future.

All portfolios are hypothetical.

 

Numbers shown are since the year 2000 – and include good and bad markets.

With this tool, you and your financial advisor can create an asset allocation plan for up markets and down markets.

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