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If you want some additional information, here's some links to help you in your efforts. 

  • Investment Line-up
  • Target Date Funds- Background and Information
  • Core Portfolio Offerings
  • Satellite Offerings
  • Combining Core and Satellite Holdings
  • Wall Street Journal Article- Undisclosed Trading Costs
  • Callan and Associates, Periodic Table of Returns
  • Dalbar Investor Performance Reports
  • Rebalancing and It's Value

If you've reached this page, it's a pretty good assumption that you're looking for some advice or input. Please complete the form below and when you do, please provide me with your "direct" phone number so that I can reach you as easily as possible. 

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