Tag Archives | updates

September 23, 2021

China Is Too Big To Fail, Evergrande Is Not

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September 22, 2021

What Happens in China Doesn’t Stay in China with TD Ameritrade

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September 16, 2021

Jim’s View On The Backdrop for Investing on Fox Business

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September 9, 2021

Dozy, Not Doozy Markets

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September 2, 2021

Despite Ill Winds, Markets Remain Calm

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August 31, 2021

FSI Trade Alert August 31, 2021

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August 26, 2021

Runaway Markets

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August 12, 2021

All Is Calm But Do Not Be Complacent

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August 5, 2021

Keep An Eye Out for Opportunities

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August 4, 2021

Jim Talks Finding Opportunities in Today’s Markets with TD Ameritrade

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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%

Free Prenav

Navigation

Tag Archives | updates

China Is Too Big To Fail, Evergrande Is Not

What Happens in China Doesn’t Stay in China with TD Ameritrade

Jim’s View On The Backdrop for Investing on Fox Business

Dozy, Not Doozy Markets

Despite Ill Winds, Markets Remain Calm

FSI Trade Alert August 31, 2021

Runaway Markets

All Is Calm But Do Not Be Complacent

Keep An Eye Out for Opportunities

Jim Talks Finding Opportunities in Today’s Markets with TD Ameritrade