TREASURY RATES SINCE 1950 - WealthVest

AN EDUCATIONAL GUIDE

TREASURY RATES SINCE 1950

Since 1950, the United States has experienced two distinct time periods of interest rate movements. A period of rising interest rates from 1950 to 1982, and a period of falling interest rates from 1982 to present day. With interest rates low but starting to rise, fixed income investments may pose more interest rate risk than many retirees have experienced over the last three decades.1

16%

10-Year Treasury Rate

14% 12% 10%

8% 6% 4% 2% 0%

1950 1953 1957 1960 1964 1967 1971 1975 1978 1982 1985 1989 1993 1996 2000 2003 2007 2010 2014 2018

Source: Robert Shiller's Online Data Set. U.S. Stock Markets 1871-Present and Cape Ratio. Chart shows monthly data from January 1950 to December 2018. 1. FINRA, Duration - What An Interest Rate Hike Could Do To Your Bond Portfolio.

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AN EDUCATIONAL GUIDE

EQUITIES SINCE 1997

From 1997 to 2008, the U.S. stock market experienced two substantial bull markets - followed by dramatic market declines. Since 2008, U.S. markets have rallied significantly. What comes next? Retirement tools exist today that provide market participation and principal protection. What goes up won't come down.

S&P 500? Index

2600

2100

1600

1100

600 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

Source: Yahoo! Finance historical data. Chart shows daily adjusted closing prices of the S&P 500? (^GSPC) from 1/2/1997 to 12/31/2018. Standard & Poor's? and S&P 500? are registered trademarks of Standard & Poor's Financial Services LLC. WealthVest is not affiliated with, nor does it have a direct business relationship with Standard & Poor's Financial Services LLC. Guarantees are backed the strength and claims paying ability of the issuing company.

? Not FDIC insured ? May lose value ? No bank or credit union guarantee ? Not a deposit ? Not insured by any federal government agency or NCUA/NCUSIF

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