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Wealth Management

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Annual returns by asset class from the highest to the lowest (Vanguard 1997-2019)

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Percent of Stocks Beating the S&P 500 Over the Trailing 12 Months (Kallash Capital 1964-2020)

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Potential impact of taxes over time (Morningstar 2019)

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Markets and Presidents (Bloomberg Data 1900-2020)

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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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