Strong Performance Across a Wide-Range of Asset Classes

Select Asset Class Performance Through the First Three Quarters by Calendar Year

For the first time in 35 years, investors have seen normally uncorrelated asset classes all generate strong returns during the first three quarters of the year.

S&P 500 is an unmanaged index of large-cap common stocks. Investments cannot be made in an index.
Keep in mind that as interest rates rise, bond prices fall. This may have an adverse effect on bond investments.
Investing in commodities and/or precious metals is generally considered speculative because of the significant potential for investment loss. Their markets are likely to be volatile and there may be sharp price fluctuations even during periods when prices overall are rising.

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