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5/5/2008
| Investment Perspectives May 2008 -- Monthly economic perspective.
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4/17/2008
| Municipal Market Recap and Outlook 1st Quarter 2008 -- Economic outlook with information concerning our economy, along with inflation, interest rates, supply and demand, and credit conditions.
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12/4/2007
| Understanding Discounts and Premiums in Closed-End Funds -- A discussion of market factors that may contribute to premiums and discounts in closed-end fund pricing
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10/15/2007
| Issues Concerning the Kentucky Municipal Bond Case -- Department of Revenue of the Commonwealth of Kentucky and Finance and Administration Cabinet of the Commonwealth of Kentucky vs. George W. Davis and Catherine V. Davis
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2/7/2008
| Two Is Greater Than One-2008-At A Glance -- A research piece that reviews the benefits of a diversified portfolio that includes both municipals and equities.
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9/6/2007
| Equity Closed End Funds -- Informed Investors sponsors on-line forums for investors, covering CEFs and ETFs. Included is Nuveen's presentation which covers a brief introduction to closed end funds, then discusses equity funds in particular. Live and pre-recorded presentations are available to the public, though only subscribers to this organization's alerts received prior information.
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6/6/2007
| 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. A key concern is that expectations should consider whether the stock market at the beginning of a retiree’s distribution phase is overvalued or undervalued.
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3/12/2007
| Converting Assets to Income -- This report explains how investors can schedule withdrawals from their retirement funds that can adjust (with annual updating) their asset allocation over time with the goal of leaving a desired amount in each asset category at the end of the investment horizon.
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2/1/2007
| Riding the Yield Curve in Up and Down Markets -- Explains Nuveen's municipal strategy of riding the yield curve when investing in intermediate bonds.
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3/24/2005
| Reversal of Fortune -- Explores the affect of timing of returns on asset values.
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3/23/2005
| Net Worth = Assets + Abilities - Liabilities -- Explores the affect of working after retirement on net worth.
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3/23/2005
| Reversal of Fortune - Mixing Stocks and Bonds -- Explores the affect of timing of returns on asset values when combining equities and long-term bonds.
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6/2/2004
| Duration -- Educational piece explaining the concept of duration.
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6/26/2003
| Municipal Bond Investing Basics -- Educational piece explaining the basics of municipal bond investing.
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