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Updating the Typical Bank Portfolio

August 19, 2002
Celia T. Wong

Six months have passed since we last reviewed and updated the Typical Bank Portfolio to represent the “average” bank’s portfolio holdings. It is time once again to go through the process and see what the typical bank now holds. We will use this for all Level Playing Fields® from now until we update it once more.

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Investor Alert! We are Again in Interesting Times

August 5, 2002
Michael Coogan

Since it is the beginning of August, an ominous process is already in the works. Mutual fund statements are getting ready to invade the homes of millions of investors. I have developed a new theory on market value. Market value only matters in stocks when you open the envelope. I, for one, plan to deposit the envelope unopened in a file with other unopened statements. I will open those envelopes either when the stock market recovers or I retire, whichever is sooner. We can take bets on which will occur first.

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