Economy

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The duration of the Bloomberg US Aggregate has extended more than 50% since the Global Financial Crisis (GFC)

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U.S. real estate vs. U.S. equities earnings multiple spreads since 2005

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U.S. Large Cap Stocks, Inflation Since 1926

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USD Since 1967

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From 1980-2022, Home Price-To-Income Ratios Rose To All-Time Highs In Many Metros

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Price Changes: January 2000 to December 2023

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Top 15 Wealth-Destroying Funds Over the Past 10 Years

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Saving consistently over time can better prepare for future education expenses

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Average Estimated Full-Time Undergraduate Budgets (Enrollment-Weighted) (2023-24)

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High Cost Can Reduce Performance

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