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John Smith john_smith@bwnonline.com 3020 Old Ranch Parkway, Suite 140, Seal Beach, CA 90740

Portfolio Select the Account 'Description' to view the detail of a specific Account. To sort the contents of the account tables, select the header of the column you wish to sort on.

Cash Management Account Description Balance Available Net Gain GMBXX - Dreyfus General Money Market Fund Cash Management Account $1,474.70 $1,474.70 +$0.00 Investment Accounts Type Description Balance Available Net Gain CST My Custodial Account for Jack Smith $1,970.73 $1,970.73 +$164.23 IND My Individual Account $4,834.86 $4,834.86 +$0.00 JNT My Joint Account with Helen Smith $5,600.00 $5,600.00 +$0.00 IRA My Traditional IRA Account $4,380.00 $4,380.00 +$365.00 $18,260.29 $18,260.29 +$529.23 External Accounts Type Description Name BNK My Bank Account Wells Fargo

Quick Tips Education Poll Invest Your Savings Why should you invest your savings? According the Ibbotson Associates' research, from 1925 to 1998, the average compound annual return of small company stocks is 12.4%, large company stocks is 11.2%, long-term government bonds is 5.3%, T-bills is 3.8% with an average inflation rate of 3.1%. For the best long-term return, you should always allocate a portion of your investment into stocks or stock mutual funds. Despite the stock market's gyrations, stocks provide higher returns than bonds and cash over time. Personal Financial Statements The Statement of Financial Position and the Cash Flow Statement are the two basic financial statements used by many financial planners to evaluate the financial condition of their clients. Understanding what these statements capture and then applying them to your personal finances can be very helpful. more... Q. Could you put $25 into an Education Savings Account (ESA) each month towards your child's educational needs, knowing it will grow tax free? Yes No

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