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Wealth Management

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Correlation of fixed-income sectors vs. S&P500 and yields


Returns for 2020 Retirees During Coronavirus Sell-Off


Performance of Near-Retirement Target Date Funds When Markets Neared This Year's Low


Can You Time the Market?


Missing the best days can drastically reduce returns


Annual Returns of Value and Growth U.S Equity Categories 1990-2019

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Frequency of a Value Premium 1990-2019

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Value and Growth Premiums Over 5- Year Rolling Periods 1990-2019

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Maximum and Minimum Annual Total Returns (%) 1995-2020

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Diversified Portfolio and S&P 500 Index Returns 1999-2020

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