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The Mossa Group Home >Special Reports

Special Reports

You may be interested in some of the following information, which is only a sampling of the many research and educational resources available to Piper Jaffray clients.

These reports are provided in PDF format. For some client-only reports, the first page may be provided as a sample with the full publication available by request.

Special Report: The free Piper Jaffray report The Changing Landscape of Retirement: Preparing for and Investing During the Golden Years, discusses market conditions and societal changes that will impact investors preparing for retirement or in retirement. The report challenges readers to ask questions about their own retirement expectations and then provides a framework to help them understand their current financial situation and prepare for their future. Request a free copy of the report.

Current Weekly Fixed Income Offerings
Colorado Muni Inventory (PDF)
Corporate Bond Inventory (PDF)
CDs (PDF)
Preferred Inventory (PDF)
Agency Securities Inventory (PDF)

The Informed Investor, July 2006
Timely stock market strategies and commentary.
View now (PDF)

Asset Allocation Quarterly, January 2006
Recommendations based on six different allocation models.
View now (PDF)

Guided Portfolios (published quarterly)

Large-Capitalization Core Equities
The Large-Capitalization Core Equities Guided Portfolio is an equity portfolio of U.S.-based companies. The objective of the portfolio is to achieve competitive large-capitalization performance while assuming a reasonable level of risk. Low turnover, tax efficiency and diversification among approximately 30 companies across multiple sectors and industries are key characteristics of the portfolio.
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Dividend Income
The Dividend Income Guided Portfolio is an equity portfolio of U.S.-based companies offering both current income and long-term appreciation potential. The portfolio is comprised primarily of companies with dividends yielding at or above the market average; the annual total return objective is 10%, consistent with historical levels.
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Piper Jaffray does not provide tax or legal advice.