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Duration-Sensitive Allocations are made Risky by Low Yields and Rising Interest Rates

Duration-Sensitive Allocations are made Risky by Low Yields and Rising Interest Rates.png

Cumulative Relative Performance of the MSCI EAFE Index Against the S&P 500 Since 1971

Cumulative Relative Performance of the MSCI EAFE Index Against the S&P 500 Since 1971.png

Three-Year Correlation to Stocks and Bonds for Various Asset Types

3-Year Correlations to Stocks and Bonds.png

Betting Against Beta - The Low Risk Anomaly

Betting Against Beta - The Low-Risk Anomaly.png

Average Alternative Outperformance During Challenging Periods for Stocks and Bonds

Average Alternative Outperformance During Challenging Period for Stocks and Bonds.png

Annual Return on Asset Allocation from 2002-2016

Annual Return on Asset Allocation from 2002-2016.png

60/40 Stock/Bond Portfolios have Delivered a CPI of 5% since 1951

60-40 Portfolios Have Delivered CPI of 5%.png

Portfolio Construction

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Active vs Passive: US Equity Mutual Funds Net Flows Since 1993

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DJIA Daily Returns Since 1985: Normal, Actual and 'Heavy Tail' Distribution

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