- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Key Benchmarks
Some key benchmarks are found in Table 20.1.
Table 20.1
Key Benchmarks
| Domestic Equities | |
Large-cap stocks |
S&P 500 (SPX) |
Small-cap stocks |
Russell 5000 (RTY) |
Micro-cap stocks |
Wilshire Micro-Cap |
| International Equities | |
Global |
S&P Global 1200, MSCI World, DJ World |
International |
MSCI EAFE (Europe, Australia, and the Far East) |
Emerging markets |
S&P/IFCI Emerging Markets Free, MSCI Emerging Markets Free |
| Corporate Bonds | |
Short-term |
DJ Corporate Bond |
Intermediate-term |
Lehman Brothers Intermediate |
High-yield |
Salomon Smith Barney High Yield |
Mortgage-backed |
Lehman Brothers MBS |
Yankee |
Merrill Lynch Yankee |
| Treasury Securities | |
Intermediate-term |
Lehman Intermediate Treasury |
Long-term |
Lehman Long-Term Treasury |
| Real Estate | |
Real estate investment trusts |
S&P REIT |
