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Children & Investing Freedom from fear |
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Because we Americans believe that every child has the right to grow up free to pursue his or
her ambitions and dreams and to sleep each night free from fear, U.S. Global Investors
encourages parents, grandparents or guardians to take action now for the financial future of
their offspring. As we face new challenges and uncertainties, we can reassure our children that
they will be taken care of to the best of our abilities.
This message of reassurance takes many forms – some immediate and some more long term – but all important: verbal, non-verbal gestures, actions and even financial planning. Most of us can readily say, do and show that we are here to take care of our youngest generation; where some may hesitate is putting actions and words into a concrete financial plan for their children. U.S. Global Investors understands that parents have competing financial priorities from the minute a child is born. That reality led USGI to establish the ABC Investment Plan®1, an automatic investing plan that lets you open and regularly contribute small amounts to an account invested for your child. Whether the goals in your child’s life are ones that involve higher education or not, you can take steps to provide for their welfare. Modest means today should not stop you from taking immediate action to fund that financial reassurance for tomorrow. Now may just be the best time to establish an ABC Investment Plan® for your child by investing in the All American Equity Fund, a domestic equity fund that includes some of today’s most "kid-friendly" corporations. From retail giant Wal-Mart to computer software behe-moth MicroSoft and media and entertainment providers AOL Time Warner and Disney, the All American Equity Fund boasts a Who’s Who list of American corporate icons.2 Your child can be a part of this American economic boosterism, with the help of the ABC Investment Plan® and you. Saving is as easy as ABC! This systematic approach to investing, called dollar-cost averaging, provides you with a disciplined program for achieving your financial goals. With an initial investment amount of $100 in the All American Equity Fund (and many of our other funds, as well) and a minimum monthly investment of $30, this savings program allows you to automatically invest on a monthly basis. Simply choose the amount you want to invest and the day of the month you want to invest it (between the 1st and 28th). According to your instructions, we will transfer the money from your checking account and invest it in the fund of your choice. Long-term goals like saving for your child’s college education can be achieved more easily when you put aside a little each month. Automatic reinvestment and compounding of dividend income adds momentum to the building of your wealth. And, because the amount you invest stays the same, your money buys more when the price is low and fewer shares when the price is high. For more information and a prospectus on the All American Equity Fund and investing for your child’s future with the ABC Investment Plan®, please call an investor representative now at 1-800-US-FUNDS or go to www.usfunds.com today. Please read the prospectus carefully before you invest or send money. 1 A program of regular investing doesn’t assure a profit or protect against loss in a declining mar-ket. You should evaluate your ability to continue in such a program in view of the possibility that you may have to redeem fund shares in periods of declining share prices as well as in periods of rising prices. 2As of 9/30/01, Wal-Mart Stores, Inc. represented 4.31%, Microsoft Corporation represented 3.72%, AOL Time Warner Inc. represented 2.48%, and The Walt Disney Company represented 0.49% of the All American Equity Fund's total net assets. The Adviser for the All American Equity Fund guaranteed total fund operating expenses (as a percentage of net assets) will not exceed 1.5%, through June 30, 2002, or until such later date as the Adviser determines. |
