Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2007–2016)

The Value of an Objective Opinion

The Importance of Timing

Although genetics can play into one’s life expectancy, a survey by the Society of Actuaries showed that there is a disconnection between how long people expect to live and the age their oldest family members reached. Despite half of retirees and pre-retirees reporting that they had a family member who lived longer than 90 years, both groups expected to live an average of six years less…

One of the greatest challenges to retirement income is retiring at a market top. The following illustrations show the differences in three portfolios starting at the market top of 1999. It can be difficult to create an income stream in today’s interest rate environment with traditional income sources. These illustrations compare two portfolio’s vs. our Balanced Risk Program that can provide clients with income.

Key Takeaways

• Morningstar was tracking 881 strategies from 162 firms with total assets of $86.7 billion through December 2016.
• Total assets in these strategies as reported to Morningstar increased 2.2% in the fourth quarter of 2016.
• This marks the fourth consecutive quarter of growth in this space. Approximately $95 million of the $1.9 billion in quarter-over-quarter growth was driven by the addition of new strategies to…
  
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White Paper: An In-Depth Look at Defined Maturity ETFs

From: Guggenheim Investments

As the ETF market has evolved, so too has the depth and breadth of available products.

Defined maturity exchange traded funds (ETFs), a recent structural innovation in the rapidly growing ETF market, have created a wide range of new opportunities for fixed income investors. Today, these ETFs provide sectorspecific exposure to fixed income markets, including segments of the market previously only accessible…