What Is Your Investing Experience?
Here's What You Need To Know
"I CAN'T TELL A STOCK FROM A BOND."
The Novice Investor
What you need to know
So, you don't know much about investing or building a sound portfolio? Remember this...
- Investing is not as complicated as it seems.
- Most automated 401k programs aren't as sophisticated as they advertise.
- You don't have to be a finance guy to learn about investing.
How we help you win
Our most popular feature for Novice Investors is our Portfolio Recommendation service. Basically, we show you our portfolios, and tell you what to invest in.
"I DO A FEW TRADES HERE AND THERE."
The Dabbler Investor
What you need to know
You are like the majority of today's investors. Here's a few things to keep in mind...
- Having some expert advice goes a long way.
- Most big advisory firms come with equally big fees.
- You don't have to be a finance guy to learn.
How we help you win
Keep an eye on our Storm Tracker. It will tell you how far we are from the next "Uh-oh" moment, where most investors get crushed. Secondly, make good use of our Portfolio Recommendations. We tell you exactly where we are investing our own money. Updated daily. Yep, that simple.
"I TRADE FREQUENTLY WITH MINIMAL HELP. "
The Experienced Investor
What you need to know
A next level investor who's been around the block. Some important reminders...
- Time is money. How much time do you spend studying the market?
- What else could you do with that time?
- It's always a good idea to cross check your information.
How we help you win
You know how to manage your portfolio, but time is limited. We do all the research and give you the information to make critical decisions in a fraction of the time.
"I PREFER TO HAVE ADVISORS MANAGE MY PORTFOLIO."
The Auto-Pilot Investor
What you need to know
The simplicity of automated models is not good enough for today's market conditions...
- Your automated portfolio allocations aren't as "customized" as you might assume.
- In 2008 many passive investors lost 50% or more of their portfolio values.
- Learning to manage your own portfolio takes less time than you think.
How we help you win
We do most of the heavy lifting when it comes to your portfolio. We do the research, watch the markets, and present our recommendations. All you have to do is make the recommended adjustments. On average this will take you 20 minutes each week.