Investor Newsletter

Stay up to date on the latest economic trends, investment solutions, products, service changes and more

With our quarterly Investor Newsletter, you'll enjoy:

Timely and relevant information
Important fund news about service enhancements and changes
Shareholder-friendly, easy-to-read format

Latest Issue: Spring 2020

In This Issue:

Keeping your eyes on the prize during times of volatility
How the SECURE Act could affect your retirement
What is a model portfolio?
Columbia Threadneedle ranked Top 5 by Barron's

Previous Issues

Winter 2020

The lingering effects of the financial crisis, Embracing generational differences, Think strategically when realizing tax losses, Paul Wick and Columbia Seligman Communications and Information Fund

Fall 2019

Five-year forecast for asset class returns, Solutions for a strategic approach to income, 5 tips for 529 plan distributions, Boston Triathlon - a day of fun for a good cause

Summer 2019

Are you ready for an unexpected retirement? Munis - take another look, Leslie Walstrom named one of top ten women in asset management, America the beautiful

Single Newsletter Articles

How the SECURE Act could affect your retirement plans

Keep your eyes on the prize during times of market volatility

What is a model portfolio?

The lingering effects of the financial crisis

Paul Wick - Columbia Seligman Communications and Information Fund

Embracing generational differences

Five-year forecast

5 tips for 529 distributions

Coping with an unexpected retirement

Munis - take another look

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The views expressed are as of the date given, may change as market or other conditions change and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments or investment decisions made by CMIA and its affiliates, whether for its own account or on behalf of clients, may not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not take into consideration individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon and risk tolerance. Asset classes described may not be suitable for all investors. Past performance does not guarantee future results, and no forecast should be considered a guarantee either. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that any forecasts are accurate.

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