Newsletter Frequently Asked Questions
1. What is an ETF?
We have written extensively about why we love ETFs for our clients and how ETF investors benefit from their strengths. Take a moment to peruse our blog and you will find a wealth of information pertaining to exchange-traded funds.
2. When should I execute a buy or sell order to stay in step with your recommendations?
We track our historical performance based on end of day pricing on the day after a buy or sell order is issued. For the best results, you can enter an order near the close or a “market on close” order if your broker allows that feature. Of course, the most important thing is that you execute the trade according to our instructions so as to stay in lock step with our model portfolio even if your executed price is slightly different.
3. Do you offer a print version of the newsletter?
We do not currently offer a print version of our newsletter. The print medium requires a great deal of cost in design, printing, postage, etc. It is also a much slower method of delivery. We have found that the combination of weekly email and 24/7 website access make for a cost efficient and environmentally friendly solution to distributing the Flexible Growth and Income Report.
4. Can I ask personal advice about my specific portfolio?
Unfortunately, we are not able to answer specific questions about your individual portfolio without jeopardizing the objective nature of the newsletter service. This is outlined in our Terms and Disclosures statement. For those that desire a greater level of personal service, we do offer a comprehensive wealth management program with multiple portfolios that can be tailored to your individual needs.
5. Why don’t you offer a discounted annual payment option?
We aren’t a traditional newsletter publisher that wants to lock you in to a long-term commitment or play games with “special promotions”. Instead, we built a cost structure that levels the playing field for all subscribers regardless of your experience, portfolio size, or other factors. In addition, our monthly subscription fee keeps us working hard for you all year long in order to ensure we add value and build long-term relationships with our members.
6. Do you sell my personal information?
We keep all of your personal information private and will not sell it for any reason. The use of a third-party payment processor also ensures we don’t have access to your credit card data. We don’t work with any outside marketing firms and use all reasonable physical and online safeguards to keep your information secure.
7. How does the newsletter differ from your wealth management services?
The Flexible Growth and Income Report is an excellent way to be introduced to our style of portfolio management. We use low-cost investment vehicles, combined with an active philosophy, which shifts the portfolio asset allocation based on the prevailing market conditions. However, being a subscriber means that you are making trades and administering your investment accounts on your own.
By contrast, our wealth management services are geared towards investors that want a concierge approach to their portfolio. We take the time to get to know your individual needs and build a game plan that is tailored to your specific objectives. We have a much higher level of account service and interaction with our wealth management clients as well.
8. How can I get in touch with you?
Getting in touch with us is easy. Simply fill out the contact form online or call our offices directly at 888-823-8111. You can also email us directly at: firstname.lastname@example.org. David or Michael will be happy to answer any additional questions you may have.
9. Are you guys’ brothers?
We get this question often – yes we are brothers and have worked together as a strong family and business team for nearly a decade now. We are fortunate that our strengths and weaknesses complement each other in a way that promotes success as a cohesive unit.
10. Can I get a free sample copy to see how the newsletter works?
Of course! Simply contact us online and we would be happy to send along a prior issue of the newsletter for you to review. That way you are familiar with the layout and content that we provide our readers on a weekly basis before you decide to subscribe.