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2010 Fund Report Cards - by Category

2010 Fund Report Cards - by Family

Training & Lecture Schedule

Important Fund Changes

Past Performance

Beating the S&P 500

Advice of the Financial Press

Statistical Analysis

Buy Sell or Hold

Mutual Fund History

Trend Analysis

Asset Allocation

Dollar-Cost Averaging

Justifying the Load

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Variable Annuities

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Advice of the Financial Press
It would be a serious conflict of interest for the financial press to advise its readers to seek out professional financial consultants and then follow their advice. Such recommendations would not sell airtime or publications. Rather, the financial press has a self-interest in claiming that investors can find the right mutual funds all by themselves. That is, with the ongoing help of the financial program or magazine. In this section of your subscription, you will find critiques of the mutual fund recommendations of some of America’s most touted publications, including the media’s worst fund rating performance ever, as well as a classic example of the front-running media hype of a fund.


Subscriber-Only Access to the Following Research Reports:

Subscribe now - $295.00 per year gives you access to a 13-point report card on every mutual fund, volumes of reports, studies, proofs, and other support documents that provide investment professionals a proven approach to mutual fund investing. This powerful information will help you convert prospects into clients and solidify relationships with existing clients.

Podcasts
No-Load Growth Sends A Wake up call to Advisors — finally, a clear recognition of the problem, and a common sense, provable solution.

 



"In terms of making a positive impact on my business, Jeff McTague's philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”

- JoLynn Free
First Vice President
RBC Dain Rauscher,
Austin TX

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