On a quarterly basis, Morgan Keegan publishes an investment newsletter covering timely topics of interest to individual investors. Our experts throughout the firm are tapped to contribute articles on investment products and services that they know well.
Several of these feature articles will be posted in this section and updated regularly in April, July, October and January. Review the brief summaries below, then click the headings to view the full newsletter for more detailed information.
If you would like to have the most recent edition of MOR Investing mailed to you, please contact us.
- FALL 2009
This September marks the 40th anniversary of the founding of Morgan Keegan in 1969. Four decades of growth. Four decades of striving for excellence. Four decades of putting our clients first.
- SUMMER 2009
In the 21st century, the word “hybrid” is most readily associated with the ecological movement and most of us would agree that making the world a greener place is a worthwhile endeavor. However, “hybrid” can also apply to your personal economic movement in the form of structured notes, an investment vehicle that combines the growth potential of equities with the principal protection of a fixed income investment. Learn more about structured notes and the possible benefits of converting your traditional IRAs to Roth IRAs in this issue of MOR Investing.
- SPRING 2009
As an investor, you should be rethinking just how much risk you are willing to assume in today’s markets. Morgan Keegan knows this and is continuously looking for creative and prudent investment ideas tailored to your specific needs and your current level of risk tolerance. We ask you to consider municipal bonds. Current fixed income market conditions have made munis an attractive investment option, and not just for investors in the higher tax brackets. See why in this issue of MOR Investing. Also, learn how immediate annuities may provide you with dependable income throughout your retirement.
- WINTER 2009
Retirement — it is at the heart of most every financial plan. We work hard every day to prepare for our retirement, and we want our money to continue working long after we have stopped. In this issue of MOR Investing, learn why it is important to revisit your retirement plan regularly to keep it working for you. And, while it is widely agreed that diversification is key to a solid financial plan, having a diversified group of advisors and firms handling your assets is not.
- AUTUMN 2008
In this issue of MOR Investing, we take a look at the Unit Investment Trust, a fixed, unmanaged portfolio of stocks or bonds that offers diversification, tax efficiency and stable income. Also, the tax year is quickly coming to a close, but there are some actions you can take to ease your 2008 return.
