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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

Foreign exchange reserves/GDP, Jan 1960-Dec 2016

Foreign exchange reserves:GDP, Jan 1960-Dec 2016.png

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