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Wealth Management

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Foreigners Very Bullish (Charles Schwab 1979-2019)

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Annual Rise in Rates the Bond Market Can Withstand and Remain Positive (Bloomberg Data 1991-2020)

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Barclays Aggregate Bond Index Yield - S&P 500 Dividend Yield (Bloomberg Data 1991-2020)

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Avg. Annual S&P 500 Performance (Strategas Research 1933-2019)

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Our base-case five-year expected return for the Traditional 60/40 is less than 1%

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Small caps have outperformed their large-cap cousins (Morningstar 2005-2019)

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Estimated and Actual nominal 12-year nominal total return on 60/30/10 mix (S&P Data 1928-2020)

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Small- Cap Value Has Never Been Cheaper Relatively Speaking (Morningstar Direct 1979-2019)

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The Value Factor: The Long Term Track Record Remains Intact (Morningstar Direct 1927-2017)

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International equities belong in a diversified portfolio (MSCI 1980-2020)

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