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Market Commentary & Insights


SOMETIMES THERE’S MORE BEHIND THE NUMBERS

I’m writing today about historical rates of return and how we perceive them. Let’s take a fictitious person Jean – who in late October tells her friend Wendy that she reviewed her Q3 statement and the 5-year return was 9.12%. Wendy is impressed, she doesn’t get a quarterly statement, only semi-annual, and tells Jean she...

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