SLOPPY FOURTH QUARTER; According to Morningstar, the average returns by mutual fund category for the fourth quarter of 2007 were:
- taxable bonds: +1.3%
- municipal bonds: +0.5%
- international stocks: -0.8%
- U. S. stocks: -2.8%
SLOPPY WEEK: For the week, the Dow declined -1.5%, the S&P 500 -0.75%, Nasdaq -2.6%, and the Russell 2000 -2.4%. Year-to-date, the Dow is now down -4.9%, the S&P 500 -4.6%, Nasdaq -8.0%, and the Russell 2000 -8.0%.
GROWING RETIREMENT ASSETS: According to a recent study by the Investment Company Institute, total U.S. retirement assets climbed to $17.4 trillion at the end of the second quarter of 2007, up from $16.7 trillion at the end of the first quarter of 2007. Retirement savings account for almost 40 percent of all household financial assets in the U.S. IRAs held $4.6 trillion at the end of the second quarter of this year, up from $4.4 trillion at the end of the first quarter. Mutual funds manage 47 percent of IRA assets. Americans held $4.4 trillion in all employer-based defined contribution retirement plans, of which $3.0 trillion was held in 401(k) plans. Those figures are up from $4.2 trillion and $2.8 trillion, respectively.
LONG TERM CARE COSTS: If you wonder what the costs of long term care are in your area (they vary wildly), check this website:
https://www.ltcfeds.com/ltcWeb/do/assessing_your_needs/costofcare?action=costofcare Keep Reading...