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Access Your Accounts

Log in to your investment accounts at third-party asset custodian, TD Ameritrade Institutional. Click here >>>

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Log in to your portfolio portal and see all investment accounts in one place. Review asset allocation, investment holdings, analyze performance and obtain on-demand reports. Click here >>>

Online Portfolio Review Meeting

Attend an online meeting to review risk/reward parameters, conduct portfolio stress tests, evaluate holdings, identify alternatives, and obtain Investment Policy Statement. Click here >>>

Economic Data Library

Below charts are a source of visual illustration of key economic factors shaping economy and the markets.

Real U.S. GDP Growth Rate Indicator. 


U.S. Corporate Profits



U.S. Inflation Rate Change


U.S. Industrial Production Index


U.S. Temporary Employment

Temporary employment total U.S. number is perhaps the most overlooked yet one of the best leading indicators of economic downturn.


Interest Rate Spread Between U.S. Government and BBB-rated Corporate Bonds

Key indicator of the level of confidence investment community has in investment-grade corporate debt safety.


U.S. Long- and Short-term Interest Rate Differential

Lower the difference - higher the probability of recession.


U.S. Federal Debt, less held by Federal Reserve Banks, as part of GDP

U.S. Federal Reserve Balance Sheet

Indicates liquidity and money supply provided by the Fed.


Money Market Funds; Total Financial Assets, Level


U.S. GDP and Wilshire 5000 Market Capitalization Dynamics


5000 Market Capitalization and U.S. M3 Money Stock Dynamics


The relationship between U.S. GDP and Wilshire 5000 Market Capitalization (GDP/W5000)


Wilshire 5000 Market Capitalization to Corporate After-Tax Profits


New Housing Starts Permits


U.S. Commercial Property Prices