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Wealth Management

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Ownership of US corporate stock (Source: Tax Policy Center, 2019)

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Returns 60% SPX 40% US AGG (BlackRock 2008-2020)

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Starting Yields and Subsequent 5-Year Returns (Bloomberg 2020)

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Equities as % of Total Assets (Sentiment Trader 1955-2020)

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Real S&P 500 Indexes (1900-2017)

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S&P 500 Real CAPE vs Real Price (R.Shiller Data CAPE 1909-2019)

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Euphoria vs. Panic (Citi Research 1987-2021)

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Highest Federal Tax Rates (Tax Policy Center 1954-2020)

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Estate tax rates and exemptions (IRS 1954-2020)

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