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There were no changes from the prior month. Source: Columbia Management Investment Advisers, LLC.

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Pursue a realistic income goal with more than bonds. Common stocks and a variety of other corporate securities may yield as much as bonds with greater return potential over time.

Given the volume of investment data, media and punditry we face each day, it’s a constant challenge deciding where to focus. But reflecting on 2014 and what may lie ahead in 2015 can help one rise above the day-to-day noise and see the broader picture.

Are the Detroit and Stockton bankruptcies and how they were handled representative of what’s to come? Here muni senior analysts Ty Schoback and Michael Taylor discuss these cases and Chapter 9 more broadly, especially concerning trends in recovery rates for bondholders.

RP-2014 mortality tables are expected to increase the average pension plan’s liabilities by 3% to 10%, with a similar reduction in funded status. Revised tables will be recognized first by plan sponsors’ accountants, and subsequently by the IRS.

Various federal government initiatives, including tax reform, will impact the way Americans save for retirement. Trends to watch include enforcement, pension de-risking and participant empowerment measures.

Tagged with: New Tax Regime, Uncategorized

David King, senior portfolio manager for the Columbia Flexible Capital Income Fund, explains our flexible approach to income-oriented investing for investors seeking reasonable income with potential growth. (Video – 2:27).

College savings plans offer an important tool for managing the cost of higher education. Saving in advance could offer a significant cost savings compared to taking loans during college.

By contributing to a 529 plan, you may benefit from tax advantages — without giving up control of plan assets. As an estate planning tool, 529 plans may allow removal of significant assets from your taxable estate.

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About Us

Backed by more than 100 years of experience, Columbia Management is one of the nation’s largest asset managers. At the heart of our success and, most importantly, that of our investors, are highly talented industry professionals, brought together by a unique way of working. At Columbia Management, reaching our performance goals matters, and how we reach them matters just as much.