The document discusses several topics related to financial markets in 2011 and beyond. It first looks at whether anyone can truly predict market performance based on the volatility seen in 2008. It then examines the performance of various asset classes from 2000-2010. The document also covers issues around Social Security, including myths, the current status of the trust fund, and options for reform. Finally, it discusses the growing crisis in public pension plans, comparing defined benefit and defined contribution plans, and how states are dealing with underfunding issues.

1. Financial Markets in 2011: Where are the Stories? Strictly Financials Jan. 7, 2011

5. An Historical Perspective On the Market Strictly Financials

6. Strictly Financials

7. Strictly Financials

8. Strictly Financials

9. Predicting the Market Is Not for the Faint of Heart

13. Strictly Financials

14. Strictly Financials *Matt Moran, CBOE seminar, Oct. 29, 2010

15. Strictly Financials

19. Will Social Security Be Your Security?

29. U.S. Taxpayers by Income (AGI) and Total Income Taxes Paid* ( Tax Foundation, Summary of Latest Federal Individual Income Tax Data , Oct. 6, 2010, for Tax Year 2008) Strictly Financials

34. Will the Coming Crisis in Public Pension Plans Affect Your Community? Strictly Financials

37. Two Principal Types Of Pension Plans Strictly Financials

40. Ten Largest Defined Benefit Funds* Strictly Financials * as of S ept. 30, 2009* from Pensions&Investments, Dec 28 and Feb. 8, 2010)

43. Funding Levels of Public Plans* Strictly Financials

45. Strictly Financials *Source: Marti Zins, Minnesota Teachers Retirement Board Chair, presentation at 88 th NCTR Convention, San Antonio, Texas, Oct .13, 2010 Minnesota Teachers Retirement Plan