Overview … [Print page]

A. Our Investment Philosophy
B. How Our Strategies Work
C. What to Expect

'Quick Start' Guides for Model Portfolios …

A. Growth Portfolio [Print page]
B. Conservative Portfolio [Print page]
C. Performance Xtender [Print page]
D. Max Xtender [Print page]
E. Model Use With 401k and 403b Plans [Print page]

How to Get Started … [Print page]

A. Decide on Your Approach
B. Open an Investment Account
C. Make the Initial Investment
D. Special Note Regarding the Max Xtender
E. Follow the Trade Alerts for Recommended Changes
F. Monitor Your Monthly Performance

How to Read the Newsletter … [Print page]

A. How to Access the Newsletter
B. Newsletter Contents
C. How to Read the Recommended Portfolio Allocations Section
D. How to Read the Performance Tracking and Analysis Report
E. How to Read the Market Commentary

How to Read the Trade Alerts … [Print page]

A. How to Access a Trade Alert
B. The Introduction Section
C. The Recommended Portfolio Allocations Section
D. The Model Portfolio Details Section
E. Implementing the Recommended Changes

Frequently Asked Questions … [Print page]

Printing Instructions:

The easiest way to get a print copy is to go to each of the pages labeled [Print page]. Once you are on the page, select Print and then go into Preferences. In the Preferences dialogue box, select “Landscape” printing (rather than “Portrait”).