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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

Safety of the CD

Variable Annuities

Newsletter

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Newsletter

INSIGHTS & UPDATES - a monthly newsletter

Today's investing environment is more dynamic and faster changing than I can ever recall. To keep up with these changes, your need to read and digest this required information can be a bit overwhelming.

How would you like me to do that required reading for you? As a result of purchasing a subscription to Factiva - Dow Jones's unrivaled collection of more than 25,000 authoritative sources - I have set up a list of mutual fund and investing buzz words and phrases from 68 relevant magazines, newspapers and online sources. Each month, I review all of the "hits." From this, I choose the most important, create a Cliff Notes-type description of the article or report. I then post each item in the newsletter, with a credited link to the entire article.


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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