30 Years of Financial Market Returns

Each week, the Stokes Family Office staff puts together a list of our favorite news and updates on financial planning, portfolio construction, tax and estate planning, retirement plan services and/or anything we found interesting. Enjoy this week’s curated list for your weekend reading!

📙 THIRTY YEARS OF FINANCIAL MARKET RETURNS

Ben Carlson | A Wealth of Common Sense

Ben Carlson writes, “A colleague recently asked me to run the 30 year annual returns for U.S. stocks, bonds and cash. He just wanted the returns. I couldn’t help but slice and dice the numbers and overanalyze the data because that’s what we do here.

Let’s dig in.”

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Want to hear more from our team? Check out the Lagniappe Podcast.