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Wealth Management

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Annual Returns of Value and Growth U.S Equity Categories 1990-2019

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Frequency of a Value Premium 1990-2019

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Value and Growth Premiums Over 5- Year Rolling Periods 1990-2019

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Maximum and Minimum Annual Total Returns (%) 1995-2020

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Diversified Portfolio and S&P 500 Index Returns 1999-2020

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What happens after a major drawdown in emerging markets? 1990-2019

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Just a 1 % increase in returns can result in 13 additional years of spending

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Charles Schwab Brokerage Accounts 2019-2020

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Focus on Low Costs + High Insider Ownership when evaluating funds

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Active / Passive Performance has been cyclical

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