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Latest Financial Trends & Updates

Don’t Forget About Open Enrollment

Open enrollment on the other hand happens every year, and anyone can make a change to their benefits during this period. This presents a great opportunity for employees to review their benefits to make sure they are providing value based on the cost of coverage.

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Do Mutual Funds Outperform Benchmarks?

Dimensional’s 2018 analysis of US-based mutual funds shows that only a small percentage of funds have outperformed industry benchmarks after costs—and among top-ranked funds based on past results, only a small percentage have repeated their past success.

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