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Economy

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Cumulative loss of value factor since most recent peak (FT 1826-2023)

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Time in the market is more important than timing the market (2004-2023)

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Total return over during crisis

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Allocation and Drawdowns of Traditional Equity Portfolios (Bloomberg 1987-2023)

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Small is less than 4% of the US equity market (Jefferies 1930-2024)

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Rolling Three-Year Correlations vs Stocks (Morningstar 1974-2022)

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CPI select categories (y/y % change) (Charles Schwab)

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Bloomberg U.S. Corporate High Yield BB excl. Energy (Bloomberg 1994-2024)

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Total Equity Returns in Various Countries by Decade (1970-2020)

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Projected Life Expectancy for a 65-Year-Old, Based on Sex at Birth & Health (HealthView Services)

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