Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

Ask an Advisor | What to do when you come into a substantial amount of money?


Financial Advisor Tim Stranks explains what to do when you come into wealth, including the two crucial rules to follow before investing.