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January 6, 2021

Financial market performance has been strong recently, but investors may still not be fully allocated.

The S&P 500 Index ended 2020 by increasing 13% over the final two months.  Cyclical industries like Energy and Financials outperformed while defensive industries like Utilities, Real Estate, and Staples lagged.  We have mentioned in several of our recent posts (here, here, here), that as long as the U.S. economy remains on the path for...
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