The AAII Journal
August 1999 Issue
Features »
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
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
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
Feature: A total return focus in the tax-exempt bond market.
Features »
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
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
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
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.
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.
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.
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.
An Interview With Stephen Bauer, Portfolio Manager, SAFECO Municipal Bond Fund
Feature: A total return focus in the tax-exempt bond market.
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.
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
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.
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.
