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3rd Quarter 2001
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. Chairman's Message U.S. Global Investors Chairman and CEO Frank Holmes talks about the effects of September 11 on the markets, the benefits of diversification in a bear market and the restructuring of investment models. Potential risks and rewards of investing This guide assists investors in selecting appropriate funds from our family of funds, based on potential risks and rewards. At your service This quarterly column addresses recent IRA/retirement tax law changes, asset allocation and IRA custodial fees. Complete bill management The benefits of establishing online bill management through the U.S. Treasury Securities Cash Fund and Paytrust are highlighted. Upcoming event Investors are encouraged to attend the Florida Money Show in February 2002, featuring the Regent Eastern European Fund portfolio manager. Children & Investing: Freedom from fear Parents and grandparents are encouraged to use dollar-cost averaging through the ABC Investment Plan to begin saving for a child's future education expenses. Women & Investing: These "megatrends" point to the future The statistics reveal that more women are in the workforce, necessitating more and better decision making regarding their retirement benefits and investments. MegaTrends turns 10! The MegaTrends Fund prepares to observe its 10th anniversary on October 19, 2001. On the horizon Several shareholder- and web-centric innovations are coming to www.usfunds.com in 2002. Retirement -- Changing jobs or retiring? The Rollover individual retirement account can benefit shareholders who are leaving their current employer in 10 important ways. Market Conditions -- Don't paint the fire engines green! USGI Research Director Dr. Michael Ingraham suggests that investors look ahead to 2002 when assessing the effects of September 11 on the economy and markets. Gold Gold Gold Gold plays a key role in the observance of religious holidays and festivals worldwide. Money markets make investors out of savers Financial columnist Cliff Pletschet discusses the benefits of money market funds. |
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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. 1st Quarter 2002 4th 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 |
