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Worst 5 drawdowns for the S&P 500 index Vs. managed futures index

Worst 5 drawdowns for the S&P 500 index Vs. managed future index.png

Within equities, smaller cap stocks tend to underperform at this point in the cycle

Within equities, smaller cap stocks tend to underperform at this point in the cycle.png

U.S. stock-bond correlations could shift if inflation climbs

U.S. stock-bond correlations could shift if inflation climbs.png

Social security's share/composition of retirement income

Social security's share:composition of retirement income.png

Simple to convey, minimal inputs and fact finding, emphasizes early stages on retirement

Simple to convey, minimal inputs and fact finding, emphasizes early on retirement.png

S&P 500 segmented by dividend policy

S&P 500 segmented by dividend policy.png

Real broad trade-weighted dollar

Real broad trade-weighted dollar.jpg

Percentage of private-sector workers participating in an employment-based retirement plan by type(1979-2014)

Percentage of private-sector workers participating in an employment-based retirement plan by type(1979-2014).png

Long-term capital appreciation

Long-term capital appreciation.png

Growth vs. Value performance

Growth vs. Value performance.png

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