Tag Archives | issues

October 21, 2021

Boo!

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October 1, 2021

A Shot of Stimulus and Tapering

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September 16, 2021

Do Peaks Mean Valleys… Or More Peaks?

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September 1, 2021

The Wonderful Year

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August 19, 2021

Booster Shots Are Necessary

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August 2, 2021

Full Up

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July 15, 2021

FSI Heat Waves

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July 1, 2021

Heat Waves

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June 17, 2021

FSI Doesn’t Fear Inflation

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June 1, 2021

Pandemic Nightmare Turns to Reopening Reality

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Model

YTD

5-Year
(Annualized)

Global Quant Growth

6.8%

13.6%

Global Quant Income

1.1%

N/A

Growth

7.9%

12.4%

ESG Growth

N/A

Factor+

8.6%

N/A

Growth & Income

9.2%

8.8%

Income

4.1%

4.4%

Annuity Growth

5.6%

11.7%

Annuity Growth & Income

5.6%

9.8%

S&P 500

16.1%

16.9%

Fidelity Investor Index

9.8%

11.3%

Free Prenav

Navigation

Tag Archives | issues

Boo!

A Shot of Stimulus and Tapering

Do Peaks Mean Valleys… Or More Peaks?

The Wonderful Year

Booster Shots Are Necessary

Full Up

FSI Heat Waves

Heat Waves

FSI Doesn’t Fear Inflation

Pandemic Nightmare Turns to Reopening Reality