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Last year was challenging for investors. The broad stock market averages—the S&P 500 index for U.S. stocks and the MS EAFE index for non-U.S. developed markets—were down -4.4% and -13.4%, respectively. Equius clients felt an even greater impact due to larger declines in global small cap and value stocks. Adding insult to injury, the returns from short-term, high-quality bonds remain relatively low historically.
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