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4
Reference and Communication Materials
Increase the power of one-on-one conversations by using our intelligent images to
illustrate investment concepts. For quick reference, all images include NASD-reviewed
speaking points on the back, clearly explaining each graphic. Images are available
in a Market Charts Kit of 15, housed in a convenient package that travels easily to client
meetings. Our most popular image (“SBBI”) is also available in multi-format kit. And
we’ve updated the entire lineup for 2007 with a fresh new design.
SBBI Print Kit: The easiest way to share your insight
®
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Stocks, Bonds, Bills, and Inflation
1926–2006
$13,706
10,000
$2,658
1,000
Compound Annual Return
Small Stocks
Large Stocks
Long-Term Govt Bonds
Treasury Bills
Inflation
100
12.6%
10.4
5.5
3.7
3.0
$71
$18
$11
1926
1930
1935
1940
1945
1950
1955
1960
1965
1970
1975
1980
1985
Gramm-Leach-B ey Act
Start of Gu f War
Stock market crash
Start of ow nf at onary per od
May Day, the deregu at on
of brokerage fees
Arab o embargo
Fed targets monetary supp y
Tet offens ve n V etnam
JFK assass nated
Sputn k aunched
U S Treasury-Federa
Reserve Accord
Genera Agreement on
Tar ffs and Trade
010
Pear Harbor
G ass-Steaga Act
Secur t es Exchange Act
Stock Market Crash
Note: Images in catalog contain sample data
$1
1990
1995
September 11th
10
2000
2005
Hypo hetical value of $1 nvested at the beginn ng of 1926 Assumes re nvestment of ncome and no transaction costs or taxe s Th s s for llustrati e purposes only and not nd cat ve of any investment An nvestment cannot be made direc ly n an ndex Past performance is no guarantee of future results Go e nment bonds and T easu y b lls are gua anteed by the fu l fai h and c edit of the U S government as to he
t mely payment of p inc pal and inte est wh le stocks a e not gua anteed and have been more volat le than he other asset classes Furthe more sma l company tocks a e mo e volatile than large company sto ks and a e subject to sign ficant pr ce fluctuat ons bu iness isks and a e th nly traded Source Small Company Stocks epresented by the fif h cap tal zat on quint le of stocks on the NYSE for 1926 1981 and
the pe forman e of the Dimensional Fund Advisors Inc U S Micro Cap Portfol o therea ter Large Company Stocks Standard & Poor’s 500 which is an unmanaged group of secu it es and ons dered to be epresentat ve of the stock market in gene al Gove nment Bonds 20 year U S Gove nment Bond Treasury B lls 30 day U S Treasury Bi l In lat on Consumer Pr ce Index ©2007 Mo ningstar Inc All r ghts reserved
The Unde ly ng data is from the Stocks Bonds Bi ls and Inflation SBBI ) Yea book by Roger G Ibbotson and Rex Sinquef eld updated annua ly
Demonstrate the value of asset allocation with this practical system of NASD-reviewed
presentation materials, based on the classic Stocks, Bonds, Bills, and Inflation ® image. The
poster, charts, and notepads illustrate growth of $1 invested in four major asset classes since
1926, within the context of key political and economic events.
SBBI Print Kit includes
$100
3 One SBBI Poster (25'' x 38'')
3 Two Laminated SBBI Market Charts
3 Three SBBI Chart Pads (25 sheets per pad, 8.5'' x 11'')
PRI YS0 200I