Member Login:    
Home Free Documents Philosophy and Process CE Credits Speaking Contact Blog
2008 Fund Report Cards — by Category
2008 Fund Report Cards — by Family
Specific 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
Thomson Financial InvestmentView Users


Free Research Reports

These free research reports are drawn from the Subscriber's Research Library. They are intended to give you a flavor of the site's content, and to help you determine the value of a subscription. Click on any of the research categories at the left to see the list of research topics available to subscribers. Feel free to contact Jeff if you have further questions.

Please register by completing the form below to access all available free research reports. This registration does not obligate you to anything.

Registration Information Questions
First Name:
Last Name:
Firm:
Email:
Username:
Password: *

What brought you here?


What investing website do you rely on the most?


*Automatically generated and sent
to your email address.
Privacy Policy

Free Research Reports Available:
 The Real Growth of a CD
 Lump Sum vs Dollar-Cost Averaging - A Summary
 Report Card System Explained
 Sample Report Card
 Report Card Schematic
 American Funds
 Only Long-Term Investors Need Apply
 Only Long-Term Investors Need Apply
 Fund Deaths, Name or Symbol Changes Since the Salad Days of 1999
 Fund Family Changes Since 1999
 Index Funds and the Indexes They Emulate
 Specific Fund Profile History
 How Much Better Must a Professional Perform in Order to Cover the Load?
 Trend Analysis Weekly Update - This Week (Sample)
 Trend-Following Performance Results 2000 - Summary
 Not All SubAccounts are Created Equal
 Do Newly Created Funds Have a Performance Edge-Summary
 Who Says You Can't Beat the S&P 500?
 Worst Investment Luck - Investing at Market Peaks
 Who Beats the S&P in a Market Recovery

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

©2008 JEFF MCTAGUE | MUTUAL FUND ADVICE SPECIALISTS | Design by Chappell Graphics