Literature

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13 documents.

Document	Order	Role
Dividend Growth Investing Whitepaper -- A Research Report illustrating Why Dividends, Why Now (updated through 9/30/09).		Investor
Riding the Yield Curve in Up and Down Markets -- Explains the municipal strategy of riding the yield curve when investing in intermediate bonds.		Investor
The Case for Equity Investing -- A research report that provides a historical perspective on market performance from 1926 (the inception of the S&P 500 Index) through the end of 2008. It also examines the potential benefits of including equities within a diversified portfolio.		Investor
Premium Bonds -- This piece explains the potential benefits of purchasing premium bonds in a rising interest rate envioronment.		Investor
Briefing: Asset Allocation - Risk and Reward 1929-2008 -- A historical perspective of diversification that includes a chart with a wealth of annual return statistics and measures for a range of asset class mixes (stocks, bonds, cash) plus an illustration of the range of returns produced by those asset class mixes.		Investor
Briefing: Case for Diversification: A Hypothetical Historical Example -- This briefing paper shows the experience of three hypothetical investors who followed three very different investment strategies - one who always bought the previous year's best performing asset class, one who always bought the previous year's worst performing asset class and one who bought a diversified portfolio - over a 20 year period.		Investor
Waiting to Extend -- Quantifying changes in interest rates vs bond investments.		Investor
Understanding Tender Option Bonds and Inverse Floating Rate Securities -- Reviews inverse floaters and tender option bonds.		Investor
Two Is Greater Than One-2009-At A Glance -- A research piece that reviews the benefits of a diversified portfolio that includes both municipals and equities.		Investor
Reversal of Fortune - Mixing Stocks and Bonds -- Explores the affect of timing of returns on asset values when combining equities and long-term bonds.		Investor
Reversal of Fortune: The Right Return at the Wrong Times -- Explores the affect of timing of returns on asset values.		Investor
Expectations for Equities: Forming Assumptions about Future Rates of Return -- This report looks at how investors can formulate assumptions regarding the returns they may receive from their investments during their retirement years.		Investor
Converting Assets to Income -- This report explains how investors can schedule withdrawals from their portfolio of funds that can adjust (with annual updating) their asset allocation over time to meet their changing time horizon and risk tolerance.		Investor
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