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1st Quarter 2002

Are you interested in learning more about investing in mutual funds, retirement planning, asset allocation or investing in general? Read some of the latest articles from our quarterly Shareholder Report. Our newsletter provides investors with financial solutions, insights from money managers and global perspectives on investing. If you would like to receive a current issue of our Shareholder Report, please call an investor representative at 1-800-US-FUNDS.

Chairman's Message
U.S. Global Investors Chairman and CEO Frank Holmes discusses managing your expectations when investing over a period of time.

Children & Investing: Update Your College Savings Strategy
This focuses on the tax benefits and to begin saving now for future education expenses using the Coverdell Plans, Education Savings Account (ESA), and custodial accounts (UGMA or UTMA).

Women & Investing: Are you financially prepared to live alone?
This article concentrates on having in depth knowledge of reaching your investment goal.

At your service
This quarterly column addresses changes on our website and the new $3,000 annual contribution limit for IRAs.

Retirement: Are you retiring in 5 years or less?
Prepare for the financial implications associated with retirement.

Market Conditions: The Golden Rule: “He who has the gold makes the rules.”
U.S. Global's Senior Trader elaborates on diversity of investing in gold.

A Little Perspective
Newsletter writer, Walter Frank confers about economic recovery.

Past Issues
Would you like to read some of the articles in past issues of the Shareholder Report? You can read selected articles from several of the most recent Shareholder's Report by clicking on the specific quarter below.

4th Quarter 2001
3rd Quarter 2001
2nd Quarter 2001
1st Quarter 2001
4th Quarter 2000
3nd Quarter 2000
2nd Quarter 2000
1st Quarter 2000
4th Quarter 1999
3rd Quarter 1999
2nd Quarter 1999
1st Quarter 1999
4th Quarter 1998