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| Let us help you keep your New Year’s resolution |
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It is a New Year with new goals and resolutions! It’s the time of year when you promise yourself that you will exercise regularly, set new goals for your career and spend more quality time with your family and friends. How about paying off your debts? Managing your money more efficiently? The list goes on and on. It’s unfortunate that we attempt to reach all of our goals at once, since we still only have a grand total of 24 hours to each day! Since time is the only commodity each of us has that continually spends at the same rate, U.S. Global Investors is here to help make the most of this precious commodity, by assisting you with your investment needs. So let’s get started on a great New Year! First things first If you are carrying around unwanted debt, this is the first thing that needs to go. Carrying a lot of unwanted debt is like carrying around those extra pounds. It makes you tired and stressed. Set a goal to get rid of this first, even if only a little at a time. Just like dropping those extra pounds, every time you get rid of a little of that excess debt you should begin to feel better. Just imagine how you will feel when you have reached your goal. Next, figure out how much you have to invest. Have a minimum of three to four months’ salary in your savings account before you invest any additional funds in the markets. This is the cash that you might need for a rainy day. Now you’re ready to begin your investment plan! Start with asset allocation your 2001 This term refers to how you distribute your money. As the saying goes, "Don’t put all your eggs in one basket." When it comes to your investment dollar, this couldn’t be more true! The five asset allocation styles on our web site, www.usfunds.com, serve as a guideline for you in beginning or revising your investment plan for 2002. Visit our web tools for investing, they are easy and fun to use. U.S. Global Investors’ U.S. Government Securities Savings Fund* and U.S. Treasury Securities Cash Fund** are both excellent options for your money market fund needs. These funds also offer free checking. The All American Equity Fund and Bonnel Growth Fund are available for a minimum investment in non-retirement accounts and no minimum investment for shares purchased within retirement accounts. Dependent on your tax bracket, our Tax Free Fund and Near-Term Tax Free Fund invest in fixed income securities. Both of these funds pay monthly dividends. Visit our web site at www.usfunds.com to use our asset allocation tool and learn more about the theory behind asset allocation. You can also download a free prospectus on these funds or call our investment center at 1-800-US-FUNDS. Just remember, we’re here to help you reach your investment goals! An investment in either the U.S. Government Securities Savings Fund or the U.S. Treasury Securities Cash Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC), or by any other government agency. Although the funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the funds. The Adviser for the U.S. Government Securities Savings Fund guaranteed total fund operating expenses (as a percentage of net assets) will not exceed 0.45% through June 30, 2002, or until such later date as the Adviser deterines. No charge if: *minimum $500/check, **$1,000 minimum balance. |
