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Rebalancing Annually vs. Monthly

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Share of households at risk of not having enough money in retirement

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U.S. Trade Weighted Dollar Since 1974

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S&P 500 Historical Bull Markets Since 1928

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Real Assets Inflation Protection

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Retirement Safe Withdrawal Rates

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Benefits of Diversification within Real Assets

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S&P 500 is Up 200+% Since March 2009

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Commodity Prices Since 1800

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According to Dalbar, over 20 years the "average" investor underperforms comparable investment indexes

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