I had always enjoyed reading the Fidelity Independent Adviser newsletters which Matt and I worked on together for many years. I was very excited to learn Matt continues to produce the HIGH QUALITY work that I and thousands of Fidelity and Vanguard shareholders need every month. I immediately subscribed to Matt’s newsletters.” -DON DION JR., NAPLES, FL
“I especially like the rankings and rating of funds. I find it is A ONE-STOP SHOP THAT COVERS VARIOUS FUND FAMILIES. It is now the only newsletter I use!” -WILLIAM, ST. PAUL, MN
“This ‘easy to understand,’ user friendly investor guide has helped me make sound investment choices to SECURE A FINANCIAL STRATEGY IN MY RETIREMENT YEARS. I’ve been looking for a publication like this for some time. Nothing else I considered offered this quality at this price.” -VINCENT, SARASOTA, FL
We are a leading source for proprietary buy, sell and hold recommendations on hundreds of various investment vehicles. We are certain you will find a guide to help create and manage your investment portfolio.
While our website does include a substantial amount of FREE content, we offer Premium Content categories for our paid subscribers. View our posts by category on our Category Archives Page. When you subscribe to specific category of content (below), you have access to that specific category of content and receive a monthly newsletter in your email inbox. You also have the option of receiving the newsletter via hard-copy Postal Mail as well.
Investor Guide to Fidelity Funds
This monthly publication provides all of the information you need to manage your mutual fund investment portfolio. With model portfolios, and rankings for hundreds of mutual funds, you are sure to find investment options that will meet your objectives. While the main focus of this newsletter is on the hundreds of funds offered through Fidelity Investments, we recognized a need to expand beyond that. Utilizing our Strength Analysis Ranking, we have incorporated ranking advice for various funds from other fund companies such as Vanguard, T.Rowe Price, American Funds, Pro Funds, Rydex, PIMCO, Oakmark, Wells Fargo plus many, many more.
The Investor Guide to Fidelity Funds is delivered to your email inbox and includes online access to articles. We also offer First Class USPS delivery of your newsletter.
ETF Investor Guide
With the vast options in the world of investments, many investors are turning to ETFs as another vehicle to maneuver such a complex marketplace. Acting like a stock, with various pricing throughout the trading day, but comprised as a basket of various securities similar to mutual funds, ETFs can offer a nice array of possibilities and have become more and more attractive to investors over the past several years.
Let our guide help break down the complexity of ETFs and provide you valuable insight into ETFs to invest in, as well as ETFs to avoid.
The ETF Investor Guide is delivered to your email inbox and includes online access to articles. We also offer First Class USPS delivery of your newsletter.
Investor Guide to Vanguard Funds
Vanguard mutual funds have traditionally been some of the lowest priced products available. For the independent investor, their product offerings have been numerous. While Vanguard has a wide selection of their own products, they also provide hundreds of other funds available without transaction fees.
With the significant number of mutual funds available, it can be challenging to determine the right solutions to meet your investing goals. The Investor Guide to Vanguard Funds evaluates these possibilities and provides you unbiased recommendations that you can act on immediately. Our focus is to provide sound strategies that capitalize on current market conditions, while also minimizing the risks associated with investing.
The Investor Guide to Vanguard Funds is delivered to your email inbox and includes online access to articles. We also offer First Class USPS delivery of your newsletter.
Global Momentum Guide
Using our propriety momentum rankings, the Global Momentum Guide provides weekly buy, hold and sell recommendations for hundreds of sector and country specific Mutual Funds and ETFs. Our 4 model portfolios provide actionable guidance for investors seeking to trade frequently.
Our Weekly newsletter The Global Momentum Guide is delivered to your email inbox, by 9 am est. each Monday morning.