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Reserve Magazine

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Reserve Magazine Spring 2014

In this issue:
• Giving Back
• Finance Your Future
• U.S. Equities 2014 Outlook
• Community Involvement

More in Reserve Magazine


"I remind my team that we always want to be looking over the horizon, but we'd also better be in the thick of it today if we're going to generate the results our clients need." - Mike Ott, President, The Private Client Reserve

View Mike's Professional Bio

Wealth Management

The Private Client Reserve of U.S. Bank believes that your interests are best served by working through a primary point of contact - a Wealth Management Advisor - who is focused on helping you achieve your vision and goals.

Learn More About Our Approach

Important Disclosures


Investing in a rising rate environment

Jennifer Vail, head of fixed income research, shares views on how clients may want to position their fixed income holdings given the current environment.

Video Transcript

Top 10 Estate Planning Considerations Video

Role of fixed income video

Important Disclosures

Equal Housing  Lender Deposit products offered by U.S. Bank National Association. Member FDIC.

Credit products are subject to normal credit approval.

Investment products, including shares of mutual funds, are not deposits or obligations of, or guaranteed by U.S. Bank or any of its affiliates, nor are they insured by the Federal Deposit Insurance Corporation, or any other government agency. An investment in such products involves investment risk, including possible loss of principal.

Neither U.S. Bank nor its representatives may provide tax or legal advice. Each individual\'s tax and financial situation is unique. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation.

Past performance is no guarantee of future results. All performance data, while deemed obtained from reliable sources, are not guaranteed for accuracy. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Indexes shown are unmanaged and are not available for investment. The S&P 500 Index is an unmanaged, capitalization-weighted index of 500 widely traded stocks that are considered to represent the performance of the stock market in general. The Dow Jones Industrial Average (DJIA) is the price-weighted average of 30 actively traded blue chip stocks. The National Association of Securities and Dealers Automated Quotation (NASDAQ) is the largest screen-based equity securities trading market with approximately 3,700 companies and corporations in the United States.

Equities: Equity securities are subject to stock market fluctuations that occur in response to economic and business developments. Fixed income securities: Investing in fixed income securities are subject to various risks, including changes in interest rates, credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investment in debt securities typically decrease in value when interest rates rise. The risk is usually greater for longer term debt securities. Investments in lower rated and non rated securities present a greater risk of loss to principal and interest than higher rated securities.

The factual information provided has been obtained from sources believed to be reliable, but is not guaranteed as to accuracy or completeness. U.S. Bank is not responsible for and does not guarantee the products, services or performance of third party providers. Sungard and Macro World are not affiliates of or associated with U.S. Bank in any way.