Callan is celebrating the 20th  anniversary of the publication of the widely popular Annual Periodic Table of Global Equity Investment Returns. The firm has published another great set of periodic tables as part of the celebration thru its Callan Institute. The following is the Periodic Table of Global Equity Investment Returns from 1999 thru 2018. …

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The chart shows the many periods of business expansions in the US since World War II. The current expansion that began during the depths of the GFC in 2009 is one of the longest on record lasting over 100 months. The previous long bull market was during the golden age of hi-tech from 1991 to …

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The following chart shows the world GDP share between the US, other developed and emerging markets and the global equity investment opportunity set. The US accounts for just 15% of the global GDP but over 31% of firms over $5 billion in market capitalization in the world are US-based. This is because many of the …

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The following chart shows some of the key retirement planning birthday milestones for US residents. Investors need to be aware of these important ages as they plan and prepare for retirement. Click to enlarge Source: PNC  

The following inflation-adjusted chart shows the S&P 500 bull and bear markets from 1871 thru July, 2019. The US market as represented by the S&P 500 is in a secular bull market about 60% vs. about 40% in the bear market. Currently we are in a secular bull market which started in Mar-Apr 2009 at …

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