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The January 2004-2005 One-Year Look-Back®

January 27, 2005
The Disciplined Investor®

These materials will be discussed during two teleconferences. Please call your advisor or 1-800 THE MATH to sign up for one of these important presentations if you have not already. This program will be conducted over the web, employing the Microsoft Office Live Meeting application. Please contact us immediately if you are not technically prepared for this event.

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Credit Union Total Return Quantile Grid

January 18, 2005
Celia T. Wong

Last January, we introduced a 50th percentile total return shape for bank total returns. We can now provide the same 50th percentile measures for credit unions as well.

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Legislation That Will Knock Your SOX Off!

January 13, 2005
Lawrence R. Levin

The Sarbanes-Oxley Act (often referred to as “SOX”), with its criminal penalties and broad impact on everyday corporate behavior, is the most far-reaching reform of corporate governance, financial practices, and reporting since the creation of the SEC as part of New Deal in the 1930s. While it is well understood that SOX impacts large publicly held financial institutions, few have recognized that it increasingly affects even small private financial institutions. Are all financial institutions (banks, credit unions, savings and loans, and other depositary institutions), regardless of size, focused and ready for the impact of SOX?

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Turning Losses into Profits

January 10, 2005
Charles M. Carpenter

Last year, Kurt Fritz shared the J-Curve with our readers (The Disciplined Investor® Volume 11, Number 9, titled “The Matrix,” dated March 4, 2004). The J-Curve represents a trade-off of short-term costs today in exchange for long-term benefits in the future. These trade-offs are the foundation of any successful person or business.

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