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The AAII Journal

August 1999 Issue

Features »

Municipal Bond Funds: Packaged Tax-Exempt Income

thumbnail for Municipal Bond Funds: Packaged Tax-Exempt Income Mutual Funds: Tax-exempt bond funds have decidedly different strategies, but the end game is always the same--to minimize taxes.

 

Features »

Investing in Utility Stocks: It's a Brave New World

thumbnail for Investing in Utility Stocks: It's a Brave New World Dividend Stocks: Competition in electric, gas, and telephone service means that a utility company providing an essential service is not guaranteed to do so profitiably enough to pay assured dividends.

 

Features »

Financial Ratio Analysis: Putting the Numbers to Work

thumbnail for Financial Ratio Analysis: Putting the Numbers to Work Fundamentals: Financial ratio analysis uses historical financial statements to quantify data that will help give investors a feel for a firm´s attractiveness based on factors such as its competitive position, financial strength and profitability.

 

Features »

An Interview With Stephen Bauer, Portfolio Manager, SAFECO Municipal Bond Fund

thumbnail for An Interview With Stephen Bauer, Portfolio Manager, SAFECO Municipal Bond Fund Feature: A total return focus in the tax-exempt bond market.

 

Features »

Payout Options: An Overview of Immediate Annuities

thumbnail for Payout Options: An Overview of Immediate Annuities Portfolio Strategies: Many individuals would prefer to know that they have a fixed guaranteed monthly amount coming to them versus the risk of investing a lump sum themselves. In this case, the annuitization of a lump sum may prove beneficial.

 

Features »

Inflation-Protected Bonds: A Look at the New I Bond Series

thumbnail for Inflation-Protected Bonds: A Look at the New I Bond Series Savings Bonds: The new I series of savings bonds promises a fixed rate of return for many years, semiannual adjustments that protect investors from inflation, plus certain tax advantages--and all backed by the full faith and credit of the U.S. government

 

Features »

An Intro to Moving Averages: Popular Technical Indicators

thumbnail for An Intro to Moving Averages: Popular Technical Indicators Technical Analysis: In essence, moving averages are "bending trendlines." They are popular because of their relative simplicity and their ability to confirm a trend or announce the reversal of a trend.

 

Features »

Discount and Premium Bonds: Dealing With the Tax Issues

thumbnail for Discount and Premium Bonds: Dealing With the Tax Issues Tax Strategies: The task of understanding the tax rules concerning bond discounts and premiums is not easy given the wide variety of debt instruments and the complexity of the regulations issued.

 
Cover Article »

Municipal Bond Funds: Packaged Tax-Exempt Income

Mutual Funds: Tax-exempt bond funds have decidedly different strategies, but the end game is always the same--to minimize taxes.

Cover Article »

Investing in Utility Stocks: It's a Brave New World

Dividend Stocks: Competition in electric, gas, and telephone service means that a utility company providing an essential service is not guaranteed to do so profitiably enough to pay assured dividends.

Cover Article »

Financial Ratio Analysis: Putting the Numbers to Work

Fundamentals: Financial ratio analysis uses historical financial statements to quantify data that will help give investors a feel for a firm´s attractiveness based on factors such as its competitive position, financial strength and profitability.

Cover Article »

An Interview With Stephen Bauer, Portfolio Manager, SAFECO Municipal Bond Fund

Feature: A total return focus in the tax-exempt bond market.

Cover Article »

Payout Options: An Overview of Immediate Annuities

Portfolio Strategies: Many individuals would prefer to know that they have a fixed guaranteed monthly amount coming to them versus the risk of investing a lump sum themselves. In this case, the annuitization of a lump sum may prove beneficial.

Cover Article »

Inflation-Protected Bonds: A Look at the New I Bond Series

Savings Bonds: The new I series of savings bonds promises a fixed rate of return for many years, semiannual adjustments that protect investors from inflation, plus certain tax advantages--and all backed by the full faith and credit of the U.S. government

Cover Article »

An Intro to Moving Averages: Popular Technical Indicators

Technical Analysis: In essence, moving averages are "bending trendlines." They are popular because of their relative simplicity and their ability to confirm a trend or announce the reversal of a trend.

Cover Article »

Discount and Premium Bonds: Dealing With the Tax Issues

Tax Strategies: The task of understanding the tax rules concerning bond discounts and premiums is not easy given the wide variety of debt instruments and the complexity of the regulations issued.


Topic Archive

Below you can view the complete archives of each AAII Journal topic.