Word: ibbotson
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Dates: during 2000-2009
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...advice and asset-management services aimed at 401(k) sponsors and participants. These services will provide one-on-one access to planners. At Duke University, planners will consider all of an investor's assets--retirement and otherwise--and recommend one of seven portfolios designed by the securities research firm Ibbotson Associates. Users will pay 0.6% of their assets annually, and portfolios will be reassessed periodically...
...numbers hint that such a scenario is taking shape again. Treasury bonds this year have returned 13.9% and cash (T bills) 3.9%, both outstripping the 2.2% return from stocks, according to Ibbotson Associates. The disparity is less dramatic after taxes. Bonds are taxed as ordinary income; stocks are taxed as capital gains, normally a lower rate. Still, these returns are unusual and suggest there is something in the air. Investors have responded by taking their most defensive posture in years. It all seems a little overdone. Few economists forecast a recession anytime soon. Yet with the often unsettling month...
Democratic Presidents, who tend to favor liberal spending packages, are supposed to be better for small stocks than large ones. But under Clinton, small stocks rose 16.2% a year, vs. 19.4% for large stocks, reports Ibbotson Associates. Among the best-performing big stocks--go figure--were drug companies, damn the early specter of HillaryCare and the current threat of price controls...