News & Events

eMoneyShow Webinar Thursday, November 19th, 2015 2:30 pm-3:15 pm ET Join us as we explore the long and short of ETFs.  What are the benefits and the drawbacks?  What’s the best way to use them?  How do we assemble and monitor a portfolio … Continue reading →

We found this recent survey by GoBankingRates.com very fascinating and motivating.  As an investment services company, these results were interesting to look over, and we wanted to share them with our members and readers! If you are struggling to grow … Continue reading →

1 Trick The trickiest part to the mutual fund industry is the stark contrast between what fund management says and what it does.  They say to the investing public to “buy and hold” (preferably their fund), yet what they do is … Continue reading →

We know what happens if you hold the top rated by C funds.  Have you ever wondered what would happen if you held the worst funds by C?  The following chart shows the answer.  

We are very thankful to have been featured on mutualfunds.com as part of the “Top 12 Newsletters Focusing on Mutual Funds” You can read the article at the link below! Top 12 Newsletters Focusing on Mutual Funds

The MoneyShow in Orlando was a success. Not only was the weather beautiful, but I had the chance to meet and speak with a lot of people! I really enjoy the MoneyShow events and getting the opportunity to speak to … Continue reading →

Steve McKee was mentioned in the following article on MarketWatch regarding the buying and selling of energy funds. CLICK HERE

Thanks to Chuck Jaffe for having me on the MoneyLife Show. Listen to the recording of our conversation here!

Join me in Los Angeles for the AAII Orange County Chapter meeting on August 23 2014. For more information, Click Here

Plan to join me in San Francisco at the MoneyShow on August 22 2014.  I will host a workshop on how to pick the best mutual funds and ETFs. Below is a link to register for the event: REGISTER HERE