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Annual Returns Across Portfolio Allocations Since 1900

Annual Returns Across Portfolio Allocations Since 1900.png

Different Asset Classes Yields in Last 20 Years

Different Asset Classes Yields in Last 20 Years.png

U.S. Equity Returns and Volatilities Since 1801

U.S. Equity Returns and Volatilities Since 1801.png

U.S. 60/40 Portfolio 10-Year Rolling Real Return Since 1952

U.S. 60 40 Portfolio 10-Year Rolling Real Return Since 1952.png

Equity Earnings Yield and Subsequent Rolling 10-Year Returns Since 1952

Equity Earnings Yield and Subsequent Rolling 10-Year Returns Since 1952.png

Average Estimated Full-Time U.S. Undergraduate Budgets

Average Estimated Full-Time U.S. Undergraduate Budgets.png

Morningstar Estimates that Approximately 100-200bps Are Lost Annually to Tax-Inefficient Investing

Morningstar Estimates that Approximately 100-200bps Are Lost Annually to Tax-Inefficient Investing.png

Frequency of Positive Returns in U.S. Equity Market

Frequency of Positive Returns in U.S. Equity Market.png

U.S. Equity Annual Returns Since 1926

U.S. Equity Annual Returns Since 1926.png

Duration of U.S. Economic Expansion Since 1945

Duration of U.S. Economic Expansion Since 1945.png

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