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What (Returns) to Expect When You’re Expecting

Investing decisions should always be made in the context of your overall financial plan. And although we know short-term forecasts are futile, a retirement plan needs to include some assumptions about returns and risk over the long term. To help with this important task, my colleague Raymond Kerzérho, PWL Capital’s director of research, has just updated our white paper, Great Expectations: How to…

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