Tag Archives | hotlines

September 16, 2021

Do Peaks Mean Valleys… Or More Peaks?

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September 9, 2021

Dozy, Not Doozy Markets

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September 2, 2021

Labored Days

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August 26, 2021

Runaway Markets

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August 19, 2021

Necessary Booster Shots

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August 12, 2021

Handwringing vs. Handwashing

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August 5, 2021

Dog Days and Dogged Bull Market

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July 29, 2021

Fear of Everything Doesn’t Derail Markets… Yet

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July 22, 2021

Markets View and Vie with Variant Variables

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July 15, 2021

Foggy Days

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Model

YTD

5-Year
(Annualized)

Global Quant Growth

11.5%

14.9%

Global Quant Income

1.8%

N/A

Growth

12.2%

13.4%

ESG Growth

N/A

Factor+

11.6%

N/A

Growth & Income

12.8%

9.6%

Income

5.0%

4.6%

Annuity Growth

10.3%

12.9%

Annuity Growth & Income

9.3%

10.7%

S&P 500

21.7%

18.0%

Fidelity Investor Index

14.0%

12.2%

FI Prenav

Navigation

Tag Archives | hotlines

Do Peaks Mean Valleys… Or More Peaks?

Dozy, Not Doozy Markets

Labored Days

Runaway Markets

Necessary Booster Shots

Handwringing vs. Handwashing

Dog Days and Dogged Bull Market

Fear of Everything Doesn’t Derail Markets… Yet

Markets View and Vie with Variant Variables

Foggy Days