- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Step 3: Compare Your Returns for Each Asset Class to the Benchmark Returns
Step 3: Compare Your Returns for Each Asset Class to the Benchmark Returns
| Asset Class | Actual | Benchmarks | Difference |
| Stock mutual funds |
2.0% | 2.5% | –0.5% |
| Bond mutual funds | 1.2% | 1.2% | 0.0% |
| Cash | 0.5% | 0.5% | 0.0% |
