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  Over the past few years we’ve been periodically asked by clients why, if stock returns are so good, that we don’t put even more stocks into your unique portfolio.  Given the high equity returns in 2012 and 2013, the question has come up a few times so we’re going to address it here. You have a portfolio created to do one key thing in mind; invest with a goal-based (outcome based) financial plan in mind to achieve the…

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