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Money 101:

Personal Money Planning's Newsletter

 
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Money 101: The Capital Markets
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Money 101 
APRIL 21, 2012
Howdy!  

The Official Tax Day has come and gone for 2012. I hope you all emerged without many bruises. Remember, if you are in the Wichita Falls area today (April 21), the Better Business Bureau is sponsoring a shred day  until noon. While preparing for your taxes, you may have come across some personal  paperwork that was in the way --get rid of it (safely). 

This week's newsletter includes a look at one high performing stock and a good-bye to MoneyCent$. We've also included a link to a detailed report on the current state of the economy.

Have a great week!

--Gary

 
Gary's SoapboxGary Silverman, CFP

An Apple in my Eye

 

A long time ago one of my clients (you know who you are), had us buy some Apple Computer stock for their portfolio. It is not unusual for a client to want us to buy a particular company. What is unusual is for that company to end up a winner. And what a winner it became.

 

Do you know that the market value of Apple matched the combined value of the smallest 125 companies in the S&P 500? In fact, it is worth more than the entire S&P Small Cap 600 index. It now comprises more than 4% of the S&P 500 index, making it only the fifth company to do so since I was born(1957).

 

The other companies to hit the 4% milestone were Microsoft, General Electric, Exxon Mobil, and Cisco Systems. While impressive, every one of those companies fell out of the 4% club after about a year (Cisco lasted about a month).  

 

Gary Silverman, CFP® 

Gary's Latest Articles from Times Record News

So Long and Thanks For All The Fish
When Gary's long-running financial show, MoneyCent$, ended abruptly he wrote a column so his viewers would have a sense of closure. Read more...

 

Money 101: The Capital Markets

 

On the Personal Money Planning website, we are now sharing the Eaton Vance Monthly Market Monitor. Included in the document are numerous charts showing information about the current state of the markets and investments.

 

Take a look at this month's report for a review on U.S.-driven equities (page 29), U.S. stock correlation and volatility measures (page 22), U.S. Treasury yields (page 4) and more...

 
The next time you are coming to visit me in the Chase Building, or any time you find yourself in a full elevator, try these fun things to pass the time:
 
  • Grimace painfully while smacking your forehead and muttering: "Shut up, all of you just shut UP!"
  • Whistle the first seven notes of "It's a Small World" incessantly.
  • Greet everyone getting on the elevator with a warm handshake and ask them to call you Admiral.
  •  Meow occasionally.

Let me know how that works out for you. 

 

Sincerely,

 


Gary Silverman
Personal Money Planning
©2011 Personal Money Planning . All rights reserved by Personal Money Planning and content may not be reproduced, disseminated, or transferred in any form or by any means, except with the prior written permission of Personal Money Planning unless specifically noted. (Permission is not difficult to obtain.) The one exception is for downloading and printing information from this newsletter for general education by the original recipient. 
DISCLOSURE

This newsletter is produced by Gary Silverman, dba Personal Money Planning, a registered investment advisor located in Wichita Falls, Texas. 

Information in this newsletter is believed to provide accurate and authoritative information in regards to the subject matter covered. However, the accuracy, timeliness, or applicability of the information is not guaranteed and is provided with the understanding that we are not rendering legal, accounting, tax, or other professional advice or services.

This publication should not be construed by any consumer and/or prospective client as Personal Money Planning's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Nor should links provided to other sites be construed as the recommendation of the services or products mentioned on those sites. If such services are required, the help of a competent professional should be sought.Remember that past performance may not be indicative of future results. Therefore, you should not assume that the future performance of any specific investment, investment strategy, or product made reference to (directly or indirectly) on this Website will be profitable or equal to indicated performance levels. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for your investment portfolio.

Historical performance results for investment indexes and categories generally do not reflect the deduction of transaction or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.

A copy of Personal Money Planning's current written disclosure statement discussing Personal Money Planning's business operations, services, and fees (known as an ADV Part II) is available from Personal Money Planning upon written request (and can be downloaded from our web site).

Personal Money Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Personal Money Planning's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.