Conservative
Aggressive
| 1 Yr Treasury | US Agg Bnd | S&P 500 | NASDAQ |
| 5.30% | 0.64% | 17.43% | 30.89% |
| Current Yld (YTM) | Total Return (YTD) | Total Return (YTD) | Total Return (YTD) |
Performance data as of 8/11/2023. Please note that our services are custom to each client. This information is to give you an idea of the performance of common indexes & investments we follow, not an indication of future results.