May 1999
Journal of Financial Planning;May99, Vol. 12 Issue 5, p20
Academic Journal
This article presents financial statistics in the U.S. in 1999. The gain that a one percent additional return adds to a $10,000 investment over 30 years is $32,050. Thirteen is the average number of years earlier that people ages 18 to 34 are starting to save for retirement compared with age at which current generation 65 and older began. Percentage points of return that the average stock-fund investor loses to taxes each year is 3. The ratio of dollars invested in socially screened portfolios to those invested in all U.S. professionally managed investments is 1 in 10. The decline in income for women following death of husband is 38% while the decline in income for men following death of wife is 26%. The number of years in the last 73 years that the average stock fund has beaten the Standard & Poor's (S&P) 500 is 35 while the number of years out of the 35 years when the average stock fund has beaten the S&P 500 that small stocks outperformed large stocks is 28. The number of credit cards per man, woman and child in the U.S. is 4. Percent of total return of S&P 500 stocks over past ten years accounted for by dividends is 23.


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