Balanced Portfolio Strategies since 1994

Lipper

Missing/Avoiding the Best & Worst Days of S&P500 from 1993 to 2010

Michael A. Gayed, Pension Partners, LLC, September 2010

"But slowish growth isn’t a bull market killer—as stocks’ overall rise over the last decade attests."

Fisher Investments MarketMinder, 03/25/2019

25 Year Zero Coupon Bond vs S&P 500 Total Return

Gary Shilling's INSIGHT newsletter, August 2016