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Equity strategy playbook 

EQSTRAT-PPT-1P-CB

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Diversifying your portfolio: Find an asset allocation that’s right for you 

IIC-AA-FLY-1
Updated on: 03/19

Defines "asset allocation" and describes how investors can determine an appropriate asset allocation for their circumstances
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Intentional investing: Diversification of assets 

BDHAR-FLY-1

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Today's choices, tomorrow's income 

IIC-INCOME-BRO-1
Updated on: 11/18

Discusses the three things investors need to know about building retirement income
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Broaden your investment horizons 

IIC-BIH-FLY-1
Updated on: 10/18

This flyer explores the advantages of diversifying your portfolio to include international markets.
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Understanding the role of cash in your portfolio 

IIC-CASH-BRO-1
Updated on: 10/18

Examines the risks of having excessive exposure to cash and discusses other asset classes to consider
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Why it’s important to start playing defense early in retirement 

RRSEQ-FLY-1
Updated on: 08/18

Sequence of returns flyer
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What's the real return on CDs? 

IIC-CDS-FLY-1
Updated on: 06/18

This flyer looks at returns on CDs after inflation and taxes are taken into account.
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What’s so smart about smart beta? 

IIC-APSB-BRO-1
Updated on: 06/18

An in-depth explanation of smart beta
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Managing your risks through diversification 

IIC-MRTD-FLY-1
Updated on: 06/18

This flyer looks at where different income-producing asset classes fall on the risk spectrum.
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