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Economy

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Opinions on safe withdrawal rates have varied over time

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Serial Roth conversions

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Bear markets don't last forever

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Percentage of US equity fund assets controlled by actively managed funds: 1993-2021

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US new housing inventory leads US unemployment since 1965

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United States, post-tax corporate profits (% of GDP) since 1947

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Stocks have started to recover before recessions end since 1973

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Managing money and investments does not prepare clients for the certainty of uncertainty

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US long bond since 1978

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Daily S&P 500 index since 1928, alongside recessions and bottoms

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