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Latest Insight & Opinion

A Valuation Study of Stock Market Seasonality and the Size Effect – 10-30-09

Salient to Investors: Researchers Zhiwu Chen and Jan Jindra conclude: Small-cap stocks exhibit the sharpest decline in valuation from June to December and the highest rise from December to January. For most months, small-cap stocks have the lowest valuation among all size groups and are the hardest to value. Large

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Study Links Medical Costs and Personal Bankruptcy – BloombergBusinessWeek 06-04-09

Salient to Investors: David Himmelstein and Steffie Woolhandler of Harvard Medical School, Elizabeth Warren of Harvard Law School, and Deborah Thorne at Ohio University found: Medical problems caused 62% of all personal bankruptcies filed in the US in 2007, and of those, 78% had medical insurance at the start of

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Keeping faith with stocks – London Business School March 2009

Salient to Investors: Elroy Dimson, Paul Marsh  at London Business School and Mike Staunton at London Share Price Database write: A decade is too short to judge stock returns. The last decade has been the lost decade. Since 2000, the MSCI World index has lost a third of its value

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The Stock Market: A Look Back – Investopedia 02-26-09

Salient to Investors: Elroy Dimson, Paul Marsh and Mike Staunton, authors of “Triumph Of The Optimists: 101 Years Of Global Investment Returns” (2002) wrote: During the last century, the US achieved market dominance, the exchanges were consolidated, and secular sector rotation occurred. Most of the available historical stock market data

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How to Make the Most of Your 401(k) Plan – The Wall Street Journal 12-17-08

Salient to Investors: If you are beginning your career, you are probably in a lower tax bracket than you will be at retirement so a Roth (401)k may make sense, unless you think your income will decline at retirement age, when a regular 401(k) may make sense – or both

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Gone Fishin’: Seasonality in Trading Activity and Asset Prices – Princeton October 2007

Salient to Investors: Harrison Hong at Princeton and Jialin Yu at Columbia find: Data from 51 stock markets shows that trading activity falls during the summer because investors are gone fishin’. Stock returns are lower in the summer than non-summer. This effect is larger for the top ten markets than

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Seasonality and the Stock Market – Graziadio Business Review 2006 Volume 9 Issue 4

Salient to Investors: Professor Marshall Nickles at Pepperdine writes: The most broadly disseminated personal investment advice is mediocre; otherwise the public would likely be wealthier. Buying stocks on November 1 and selling on April 30 – the Favorable Period Strategy (FPS). Buying stocks on May 1 and selling on October 31

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The Downward Spiral – The Millennium Adventure 02-05-03

Salient to Investors: Jim Rogers Writes: The dollar is in a decline that could lose its status as the world’s reserve currency, which would lead to a huge decline in the standard of US living. A sound currency reflects solid economic fundamentals: little or no debt, a trade surplus, a

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