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Registered
Investment Advisors & The Stock Market! This page is
intended for professionals only.
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| Attention
RIAs, CFPs, etc... here's an
opportunity to provide a unique and necessary service to your
clients. In the world of investments, the Stock Market is
king.
Still, few financial professionals these days encourage their
clients to develop investment portfolios comprised of
individual securities. Here's a void that you are uniquely qualified
to fill.
(Re)learn the Principles
of Investing. Learn
how to select high quality stocks for your clients and how to
manage their portfolios productively. Learn a new approach to Asset
Allocation and performance evaluation... one that is suitable for
all portfolios.
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Most Registered Investment Advisors and Certified Financial
Planners focus all of their attention on mutual funds and other
products designed for mass distribution. Stocks and Bonds
have been
erased from their working vocabulary.
It is estimated that
75% of the professional
investment advisors out there, stock brokers included, have
little or no experience in selecting individual equities and really
have no desire to take the responsibility to do so.
You, on the other hand,
are either totally qualified to structure individual security
portfolios now, or will be once you've studied the message within
the book that you see to your left, which could well be entitled Back to the Investment Portfolio Management Future.
You know that the fund
managers can't make the appropriate decisions when either fear or
greed take over the decision making of the masses. Yes, of course it
is. It's time to go back to your investment roots. Breakout the text
for Investments 101... let's get you back into stocks and bonds.
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Note. Make sure you
understand this basic truth: absolutely anyone can call himself or
herself an Investment Advisor, and the vast majority of Investment
Advisors only sell Investment Products. You need to become THE Investment
Advisor with the right stuff! Jump ahead of the competition. You need to know
how to:
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Select high
quality stocks.
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Properly
diversify a portfolio.
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Find safe,
high yielding fixed income securities.
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Manage a
portfolio by the profitability code and not the tax
code, etc.
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| The Brainwashing of the
American Investor addresses the Investment Advisor issue with
a true story called Girl Meets Boy which played out in
early 2000, just before the dot.com bubble
burst. The gist is that
it is your responsibility to do what is right for your clients
first, even if it does require a whole lot more work ... and gray
matter.
If your goal is to barely survive as
an Investment Advisor, resist the change; but if you are destined to
thrive as an Investment Advisor, you'll have to do it with Stocks and
Bonds.
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| The
stock selection task has been
simplified for you, Quality, NYSE Equities, selected at lower
prices, with a 10% profit potential within their recent trading range. Have a look here!
A new index (The
IGVSI), and all the associated breadth, and 52-week high/low
data has been developed to track Investment Grade Value Stocks only.
Here's an example of the free Investment
Grade Value Stock Bargain Monitor.
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Create
your own Selection Universe. Free
introductory offer!
Merritt Information
Strategies has
developed a spreadsheet program that is now available on a
subscription basis.
For
more information e-mail Mark at: brainwashed(at)optonline.net
.
(This
is a Merritt Information Strategies (free) Advertisement) |
| Let Merritt
Information Strategies do the baseline
calculations that zero in on stocks that are worth considering for
your portfolio. They'll do all the behind-the-scenes calculations
and each day send you an Excel spreadsheet via email. Just pour
yourself a cup of coffee, boot up, and download. |
| Don’t forget ,
there
are over 2400 stocks listed on the New York Stock Exchange
— of which less than 500 are
considered investment grade! A mind boggling selection to sort through each day. Sure, YOU
can look up the S& P ratings, P/E ratios, four months of
closing prices, industries, percentages down from the
52-week high, dividend yields, previous day’s closing
prices, and then — after you take a break to sharpen your
pencil — you can calculate the
“buy at” prices and then create a watch list. Or
WE can do the research and calculations for you. |
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Merritt
Investor's Spreadsheet Free Trial Subscription
The MIS is a straightforward spreadsheet containing the day’s list of
high-quality NYSE stocks that meet or exceed Steve Selengut’s
investment criteria. All that’s left for you to do is create your
watch list, and keep an eye on the changing prices via your broker
or an on-line financial website. You decide when and what to buy.
You decide when to sell. Free 30-day trial. For
the companion book, click the Amazon.com link
in the left sidebar. Results are absolutely not guaranteed, but
this is a methodology that has been fine-tuned for more than 30
years.
| Request
your free trial from: brainwashed(at)optonline.net |
Merritt
Information Strategies
203-840-1414
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