Charts and Data

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Insights from our team.

Insights from our team.

We regularly share relevant and timely insights to help you live your best life. Our newsletter provides the latest insights, trends, and analysis from our team of wealth managers on topics relevant to your life: investment management, financial planning, tax strategies, Social Security, and much more.

Crisis Comparisons

September 2022

Did you know that the U.S. economy has experienced a recession about every seven years on average since World War II? With this chart, we look back at some prior market downturns and observe the magnitude of the market correction and the time to recover in months since the prior peak.

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Asset Class Returns in Rising Rate Environments

July 2022

The Garde Capital portfolio management team recently pulled economic and market data going back to the 1970s to answer two questions: How have stocks and bonds fared during rising rate environments? Did a recession follow those tightening periods? Find the answers here.

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Indexing Wins Again

May 2022

Some active managers claim they can anticipate business cycle changes and major market moves and structure portfolios that can benefit from these changes. Recently released data from S&P Dow Jones, however, undercuts these claims. In our latest newsletter, we provide an overview of this research, how it impacts our thinking on building investment portfolios for the long term, and what it means for you.

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