Individual portfolios typically consist of one or more of these equity strategies. Fixed income strategies can also be used when appropriate.
Quality Equity Dividend
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There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. The examples above are for illustrative purposes and are not to be considered a recommendation. Individual results will vary.
REITs involve risks such as refinancing, economic conditions in the real estate industry, changes in property values and dependency on real estate management.
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