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4th 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 recovery of the Bear market after September 11 and what is driving interest in gold stocks. 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. Children & Investing: You don't have to be rich to save for college. This focuses on the tax benefits and to begin saving now for future education expenses using the Coverdell Education Savings Account (ESA). Women & Investing: Let us help you keep your New Year's resolution New Year's goals and resolutions; start using asset allocation. On the horizon Several shareholder- and web-centric innovations are coming to www.usfunds.com in 2002. Retirement: New Year brings higher contribution limits U.S. Global Investors can assist self-employed and small business owners with the SIMPLE IRA, SEP IRA or the 403(b) Retirement Savings Plan. Market Conditions: Timing the Market Machine USGI Research Director Dr. Michael Ingraham suggests that investors reassess the markets, encompass market timing and proceed with caution. Find your Investment Comfort Zone Advisor, Bob Cochran confers about finding the right mix of different classes and risk levels for retirement. |
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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 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 |
