Services

OPEN ACCESS is our free content, and it's available to all visitors.  Here you will find discussion and analysis of the markets, the economy, and how current events may affect both.  You will also be able to access some of our articles on subjects ranging from basic investing skills, to practical technical analysis, and we emphasize how to use this information to improve your investing results.

PREMIUM MEMBERSHIP is available by subscription, and is designed for motivated investors who are willing to put in the time and effort it takes to be a consistent winner.  In addition to all of the free content, the Premium member has full access to all of our model portfolios.  Also included are our tutorials and workshops.  Our workshops coach you in basic portfolio-building skills, how to separate important information from noise, and how to understand and control risk.  We make frequent updates to the models based on a set of proprietary indicators, and subscribers can incorporate these changes into their personal portfolios.  Subscribers also gain access to more advanced, more detailed analysis and commentary about what factors are driving the economy and the markets on a sector-by-sector basis.

ADVANCED COACHING is also available by subscription, and is designed for those investors who want focused, one-to-one coaching on how to get the most out of their investments.  With advanced coaching, we start with an initial interview to determine the number of sessions needed and what the total cost will be.  Once we agree on a customized coaching plan, we start with an assessment of who you are as an investor, and what additional skills might help you the most.  We then get into areas such as how to determine your risk tolerance, time horizon, and portfolio goals.  We cover the asset allocation process, and teach you how to set up a portfolio that's balanced and efficient.  We show you how to write a personal Investment Policy Statement, which is the most powerful tool used by professional investors.  The table below will give you a rough idea of what the different levels of service include, so you can choose the option that makes the most sense for your specific circumstances.