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Educational Materials

Market Insights


Brief History of US Financial Markets shows the hypothetical growth of $10,000 since 1927, 10-year U.S. Treasury yields since 1952, recessionary periods and select historical events. 


Illustrates returns for various asset classes for the 6, 12, 18 and 24 months after initial Federal Reserve rate hikes. With most periods showing average positive total returns, our key take-away is one that we believe investors should always remember: It's time in the market, not timing the market, that builds long-term wealth.


With the Russian invasion of Ukraine, we looked at the impact of invasions and wars back to WWII on U.S. equity returns (as measured by the Dow Jones Industrial Average, DJIA) and found that once investors moved beyond their initial fear and focused on longer-term fundamentals, equities have generally moved higher.


Point vs. Percent When Viewing Market Moves lists the 10 largest daily DJIA moves – both on the upside and downside – by point and percent, as well as the time it took to break even after a 20% decline in the index.


While extreme market declines can be unsettling, this table and chart illustrate the DJIA's price performance for the subsequent one, three-, five- and 10-year periods after single-day declines greater than 5%.


Don’t Let Fear Sink Your Long-Term Returns illustrates the potential negative impact on total return should an investor move to the sidelines every time fear and uncertainty increase market volatility.


Importance of Diversification in Your Income Allocation: Absolute and relative returns can vary widely each year, potentially making it very difficult to correctly forecast top performers on a consistent basis. Therefore a well-diversified portfolio may have the potential to smooth volatility and increase risk-adjusted returns.


Upside of Downside Protection highlights how portfolios that lose less during periods of market declines generally have a greater ability to recover the losses. Compounding power is less impacted leaving the portfolio in a potentially better position when markets rebound.

Dividend-Paying Equities


With inflation at levels not seen in roughly 40 years and expectations that it may “linger for longer,” we looked at how inflation and rising rates have historically impacted equity returns by dividend policy.


Dividend-Payers’ Performance Across Monetary Cycles: Traditional wisdom is turned on its head when returns for dividend-paying stocks are viewed from a longer-term perspective.


Not All Dividend-Paying Stocks are Created Equal breaks down the S&P 500 Index by type of dividend-paying stock and highlights how dividends have historically provided an income cushion against market downturns.


Power of Compounding with Dividend Growing Equities: Harness the power of compounding with dividend growing equities and see how the effects may potentially be more pronounced.


Power of Dividend GrowthHypothetical illustrations of dividend growth versus absolute yield and the potential annual income generated on a $100,000 investment given various growth rates.

Fixed Income


Power of Fixed Income Diversification illustrates how short duration high yield has the potential to help balance investors’ need for current income with the risk of interest-rate-driven price volatility.


Short Duration High Yield Performance in Periods of Rising Rates shows performance for various fixed income indexes when the yield on 10-year U.S. Treasuries rose 100 basis points for the last 20-plus years.  

Real Estate Investment Trusts (REITs)

Real Estate Investment Trusts Flyer

Introduction to REITs is a general primer for the asset class as a whole, its characteristics as well as potential benefits and risks.

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Mutual fund investing involves risk, including the potential loss of principal.

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of each Fund before investing. Each Fund’s prospectus and summary prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of each fund’s prospectus and summary prospectus by calling 888.966.9661.

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