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NEWSLETTERS

There are currently 5 offerings in the database.

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The Bull's-Eye Rating System

You'll notice that each of the fundfreebies entries have from 0 to 3 bull's-eyes after it. I'm using that symbol as a way to evaluate the content of each piece.

Now don't think that just because there aren't any bull's-eyes after a piece that it's not worth ordering. That's not the case at all. All of the materials presented are informative and have educational merit. And, little to no fund family p.r. fluff in them. I know this for a fact as I've read through each entry and personally decided upon its Bull's-Eye rating.

Here's what the ratings mean:

  • O to 1 bull's-eye means the piece is solid and informative.
  • 2 bull's-eyes means the piece is a cut above the 1 bull's-eye entries.
  • 3 bull's-eyes means content is strong, very educational and definitely worth a read.


  • NEWSLETTERS

    Investor Opportunities, from Liberty Funds, a Columbia Management Group Company. A 4-page, 7 1/2" x 11" quarterly newsletter that looks at various subjects throughout the year. Topics covered include things like the advantages of investing in growth and income funds and asset allocation. You'll also find helpful graphs, investment insights and examples of the jargon of the investment world.

    To get this information free, call Liberty Financial Funds at 1-800-345-6611, and request it by title.


  • NEWSLETTERS

    Viewpoint, from Liberty Funds, a Columbia Management Group Company. A 4-page, 8 1/2" x 11" quarterly newsletter written by C. Frazier Evans, a senior economist at Liberty, in which he discusses everything from market trends to investment strategies. Subjects typically covered include the stock market, international markets and interest rates.

    To get this information free, call Liberty Funds at 1-800-345-6611, and request it by title.


  • NEWSLETTERS

    Dollar Digest, from Liberty Funds, a Columbia Management Group Company. This 4-page, 8 1/2" x 11" quarterly newsletter is designed to make understanding the market easy for kids. It answers questions on what makes the stock market tick; looks at company profiles; includes several word games; and, offers tips on investing for kids. This info makes learning fun! Order it today.

    To get this information free, call Liberty Financial Funds at 1-800-338-2550, and request it by title.


  • NEWSLETTERS

    Update Winter 2000 from Safeco. This 8 1/2" by 11", 12-page Update newsletter features articles about how to analyze a portfolio and the future of our economy. "It's Now 2000. How am I doing" takes an in-depth look at the American Investor and what is really happening in the stock market. Did you know that in 1999, while the market as presented by the Dow and S&P were up, it was due to a narrow group of stocks? In "Economic Outlook: Blue Sky with Thunderhead," Safeco experts offer their thoughts on the year 2000 writing: "We think inflation will accelerate to 2.5% and that the Fed will cautiously manipulate rates, trying to slow the economy, but not precipitate a recession or stock market crash."

    To order this piece, please call Safeco at 1-800-624-5711 and request it by title.



  • NEWSLETTERS

    Update Spring 2000 from Safeco. This 8 1/2" x 11", 12-page quarterly newsletter offers timely articles about investing and the market. In the Spring 2000 issue features "Oh Behave?" seeks to prove that investors are generally irrational and have become overconfident in the long bull market. The Web and day trading have led to too much trading, according to the newsletter, leading to lower investment returns. Another article, "Meanwhile, Back at the Bond Market" helps those who don't have a clear understanding of the bond market to realize how the U.S. Treasury's and Federal Reserve's actions are affecting the market. "Economic Outlook:" Temperatures Rising" predicts, among other things, that the Fed will continue to increase rates until the market cools off. "Rising interest rates and a more sober analysis of tech sector valuations may finally bring the NASDAQ back to earth."

    To order this piece, please call Safeco at 1-800-624-5711 and request it by title.



  • HOW WE FIGURE THINGS
    Since the educational data we received comes from a variety of different sources---and in all different sizes and shapes---we figured it would be best to have specific labels for each differently sized piece.

    To keep things in order, we count everything: The front cover is one page, the inside cover, page 2, etc. Consequently, there will no doubt be a difference in the number of pages you read in the reviews about the piece and the number of pages printed in it.

    With that in mind, here's a legend that names the various sized pieces. Read through it and you'll know why we call booklets booklets and pamphlets pamphlets:

  • Report. These are one- or two-page, often two-sided, reports on 8 1/2" x 11" papers. MFS and Pioneer have many of them.

  • Mini-let. That's a one-page piece of paper of various sizes folded in various ways. Copy here might read: "8 12" x 17" paper folded in thirds".

  • Pamphlet. Something with up to 12 pages---that includes counting the front and back cover pages, for a total of 4 pages right there. (This differs from the Mini-let in that these are separate pages and not part of one sheet of paper folded down.)

  • Booklet. Any unbound piece over 12 pages in length, covers again being counted in as 4 pages.

  • Tiny Book. All bound pieces, like some of the Scudder things. Count cover pages also.

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