2005 Charts of the Week
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- How Confident Are We?
- MarketView Chart of the Week, posted July 1, 2005
- Investors who begin saving early earn the greatest advantage from compounding.
- Compounding Adds Up
- MarketView Chart of the Week, posted June 24, 2005
- Investors who begin saving early earn the greatest advantage from compounding.
- Growth and Value Disparity
- MarketView Chart of the Week, posted June 17, 2005
- Standard deviation is a common risk measure for evaluating investment performance; the higher the standard deviation the greater the performance volatility. In February the difference between Growth and value, as measured by the Russell 1000 Growth Index and Russell 1000 Value Index respectively, fell outside three standard deviations.
- Dollar Strengthens Versus Euro
- MarketView Chart of the Week, posted June 10, 2005
- The US dollar has steadily strengthened against the Euro since peaking at $1.36/Euro near year end 2004. The US dollar bounce-back (rise) helps US-based mutual funds but is not beneficial to foreign funds that are not tied to the US dollar.
- Money Market Fund Alternative
- MarketView Chart of the Week, posted June 3, 2005
- Adjusting for fees, stable value funds, as measured by the IOMA Pooled Fund Average (a universe of pooled stable value funds), have had average yields higher than average money market fund yields between 1990 and 2005.
- Home Prices, Household Incomes, and the Rule of 72
- MarketView Chart of the Week, posted May 27, 2005
- Have you ever wondered if there was an easy way to determine the number of years it would take to double your money assuming a set rate of return? Well, the answer lies in the Rule of 72.
- Annual Investment Performance Rankings by Major Market Asset Classes
- MarketView Chart of the Week, posted May 20, 2005
- There are two main ways to categorize mutual funds: by style (the average size and valuation of stocks held) and by objective (the investment goal of the fund). Both approaches have merit, and they often intertwine. Regardless of which one you favor, a proper diversification among different categories of funds provides protection against market fluctuations.
- Fund Rankings by Objective Based on Annual Performance
- MarketView Chart of the Week, posted May 13, 2005
- There are two main ways to categorize mutual funds: by style (the average size and valuation of stocks held) and by objective (the investment goal of the fund). Both approaches have merit, and they often intertwine. Regardless of which one you favor, a proper diversification among different categories of funds provides protection against market fluctuations.
- Bills, Notes, Bonds, TIPS: U.S. Government Securities
- MarketView Chart of the Week, posted May 6, 2005
- The U.S. Treasury issues Treasury bills, notes, bonds, and Treasury Inflation Protected Securities (TIPS). When you buy one of these securities, you are lending your money to the U.S. government. An explanation of the differences may be in order.
- April Showers... GDP Growth Rate at Two-Year Low
- MarketView Chart of the Week, posted April 29, 2005
- Gross Domestic Product (GDP), the broadest barometer of the U.S. economy’ health, increased at an annual rate of 3.1 percent in the first quarter of 2005. Output for the period was primarily affected by rising energy prices and weakened consumer and business spending.
- Russell Versus S&P/Barra Style Indices
- MarketView Chart of the Week, posted April 22, 2005
- Russell and S&P/Barra are two of the most respected and well-known providers of market performance indices in the financial services industry. Typically, the trends they show in style performance are consistent over any given time horizon. However, for the first quarter of this year, value outperformed growth in all of the Russell indices, whereas growth outperformed value in all of the S&P/Barra indices.
- Where Do Our Federal Tax Dollars Go?
- MarketView Chart of the Week, posted April 15, 2005
- With only a few hours remaining before the federal tax deadline, we thought it would be informative to remind everyone where our federal tax dollars are actually being spent. For the last fiscal year, 24% of our federal tax dollars were spent on Social Security, and Social Security encompassed more of our federal revenues than any major category of expenditure.
- Capital Market Returns For the Period Ending March 31, 2005
- MarketView Chart of the Week, posted April 8, 2005
- Capital markets ended the first quarter 2005 down slightly over the period.
- Is a Weak Dollar a Bad Thing?
- MarketView Chart of the Week, posted April 1, 2005
- Over the past couple of years, the U.S. dollar has experienced a significant decline in value in relation to the Euro. In theory, the weak dollar should be helpful for U.S. businesses.
- Will the cost of imported goods continue to rise?
- MarketView Chart of the Week, posted March 24, 2005
- Import prices for February rose 0.8%, largely led by a 3.9% petroleum product price increase. Consumer good import prices, which exclude petroleum, rose by 0.2% for February and 1% over the last year. Imports account for roughly 15% of goods purchased in the U.S. A significant rise in price can have an affect on U.S. inflation and U.S. business profitability.
- Inflation Watch
- MarketView Chart of the Week, posted March 18, 2005
- The Consumer Price Index (CPI), which measures the average change in prices paid by urban consumers for a fixed basket of goods and services, rose slightly in January at 0.1%. Overall, prices have increased by 3% over last year. Much of the increase was fueled by a 10.6% increase in energy.
- Higher Prices Ahead?
- MarketView Chart of the Week, posted March 11, 2005
- The Economic Cycle Research Institute’s (ECRI) Future Inflation Gauge may be suggesting that higher prices are yet to come.
- Annual Debt in the United States
- MarketView Chart of the Week, posted March 4, 2005
- The US debt is the direct result of annual budget deficits. As of September 30, 2004, the US debt stood at $7.7 trillion. Based on an estimated population of 295 million, every individual in the US would have to pay slightly more than $26,000 in order to pay off the national debt.
- Inflation-Adjusted Oil Prices
- MarketView Chart of the Week, posted February 25, 2005
- The message that the current level of gas prices is here to stay is beginning to sink in and consumers are making adjustments. Although per-gallon gas prices are now slightly below their highest level ever of just over $2.00 hit last year, they remain well below previous highs calculated in today’s dollars.
- Treasury Notes and Interest Rates
- MarketView Chart of the Week, posted February 18, 2005
- Equity markets experienced some highs and lows throughout 2004 but overall they ended the year with moderate gains. Happy New Year.
- Bonds vs. Stocks
- MarketView Chart of the Week, posted February 11, 2005
- Bonds underperformed stocks in Q4 2004 while outperforming them in Q1 and Q3. These results continue to emphasize the value of holding a long-term, diversified portfolio when saving for retirement.
- Reduction of Risk Over Time
- MarketView Chart of the Week, posted February 4, 2005
- Historically, longer holding periods can reduce the impact of volatility on an investors’ holdings.
- Stock Capitalizations in 2004
- MarketView Chart of the Week, posted January 21, 2005
- This chart, comparing small, mid and large cap stock performance in 2004, paints a picture of the activity experienced by the major equity markets throughout the year.
- 2004 S&P 500 Sector Performance
- MarketView Chart of the Week, posted January 14, 2005
- All S&P 500 index sectors were positive for 2004. Energy led the 1-year performance, while health care struggled to stay flat with increasing costs and controversial pharmaceutical news throughout the year.
- 2004 Equity Market Returns
- MarketView Chart of the Week, posted January 7, 2005
- Equity markets experienced some highs and lows throughout 2004 but overall they ended the year with moderate gains. Happy New Year.
| Displaying stories 26–51 of 51 | |◄ ◄ ►| |