us.jpg fr.jpg
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Wealth Management

us.jpg   fr.jpg

Foreigners Very Bullish (Charles Schwab 1979-2019)

B (28).png

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

B (26).png

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

B (25).png

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

B (24).png

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

B (22).png

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

B (19).png

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

B (17).png

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

B (16).png

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

B (15).png

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

B (13).png

Syndicate content