Personal Money Planning

Market Data Bank

3rd Quarter 2011




Small-cap stocks represented by Russell 2000 index except where otherwise noted; large-cap stocks represented by Russell 1000 index, again except where noted. Foreign stocks represented by the MSCI Barra Europe, Australia, Far East Index, and U.S. bonds by the Lehman Bros. Government/Corporate Bond Index.Small-cap stocks tend to be more volatile than large-caps. Bonds offer a fixed rate of return while stocks will fluctuate. Indices are unmanaged and do not represent any specific investment. Foreign investing involves special risks, including political unrest, economic instability, and currency fluctuation. Past performance does not indicate future results.


4th Quarter 2012 3rd Quarter 2012 2nd Quarter 2012 1st Quarter 2012 4th Quarter 2011

This article was written by a professional financial journalist for Personal Money Planning and is not intended as legal or investment advice.