Market Data Bank

4th Quarter 2011




Small-cap stocks represented by Russell 2000 index except where otherwise noted; large-cap stocks represented by Russell 1000 index, again except where noted. Foreign stocks represented by the MSCI Barra Europe, Australia, Far East Index, and U.S. bonds by the Lehman Bros. Government/Corporate Bond Index.Small-cap stocks tend to be more volatile than large-caps. Bonds offer a fixed rate of return while stocks will fluctuate. Indices are unmanaged and do not represent any specific investment. Foreign investing involves special risks, including political unrest, economic instability, and currency fluctuation. Past performance does not indicate future results.


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This article was written by a professional financial journalist for Hurwitz Associates, Inc. and is not intended as legal or investment advice.

Hurwitz Investments, located in Houston, Texas, is focused on helping clients meet lifelong financial needs - financial planning. We do life needs analysis, advise our clients about money or wealth management and investment and retirement income. We determine the portfolio allocation with Equities, Taxable and Tax Free Bonds, perhaps Real Estate, Commodities including Gold, and specifically recommend Global diversification. We invite you for a consultation to determine if your financial objectives can be met with your current asset allocation while sustaining your cash flow requirements.