We’re very pleased to have you as an Investing Daily subscriber. Really, we are.
If you’re reading this, you’re a valued member of one or more of our individual newsletter communities, such as Personal Finance, Canadian Edge or Jim Fink’s Options for Income.
And that’s great … as far as it goes.
A collection of individual subscriptions gets you smart investing tips, market insights and general interaction with Investing Daily analysts on the dynamic Stock Talk forums.
And maybe that’s enough for you.
But we’d like to offer you so much more.
You may not be aware that some subscribers choose a closer relationship with the Investing Daily analysts. They confer with the analysts in a private, members-only forum – and meet them in person for fun and in-depth discussion of current investment tips, over and above what is published in the individual newsletters.
Interested in joining them? Keep reading …
Join the Team of Independent Thinkers
If you’re like most Investing Daily subscribers, you pride yourself on being an independent thinker.
While many U.S. investors slavishly follow a financial advisor’s hurried advice – or worse, allow the advisor to “handle everything” – you keep your eyes and ears open, do your research and call the shots regarding your portfolio.
That’s the Investing Daily spirit: independence.
Why I Joined the Team
My name is Jim Pearce, and I’m the Director of Investing Daily’s Wealth Society.
When I began my career as a stockbroker in 1983, I was an ambitious young man who wanted the best life could offer: a nice house … a family untouched by financial worries … an ever-growing retirement account … and the freedom to do what I want with my time.
But I wasn’t born wealthy. I knew I’d need to boot-strap my way to financial freedom.
So I knuckled down, earned my CFP and successfully managed client investment portfolios for major banks, brokerage firms and investment advisors. I grew to rely on my own experience. Others congratulated me for financial insights that began to seem like common sense to me.
A lot has changed since 1983, but my values are the same.
Those original dreams have come true, plus so many more. Time has brought me the confidence that I can direct my own affairs and maintain financial independence.
So, why did I give up the relatively easy job of being a broker? Why after so many years of relying on myself did I gladly join Investing Daily’s team?
I’ve never been the type of person to be satisfied with cruising across the finish line. For true satisfaction, I want to spend the rest of my career helping as many people as I can make smart financial decisions.
Meet Your Team
As a member of Investing Daily’s Wealth Society, you’ll enjoy working with the brightest investors around. We’ve deliberately hired financial whizzes who are experts in their respective fields, and we surround them with sharp-penciled editors so you get the investment advice you need, when you need it.
Unlike so many mass-market “advisors” who want to tell you what to do with your money, we don’t let a computer program make our stock recommendations for us. We actually know what we’re talking about.
Each of our experts uses his own proprietary metrics when evaluating possible investment choices. But we know that numbers alone can only get you so far. It takes a seasoned pro to interpret those numbers to make the right decisions and create winning portfolios.
I’d like to introduce you to a few of our experts – you’ll get to know them well when you’re a member of the Wealth Society:
Jim Fink – We knew that we needed someone brilliant to demystify options trading. And to say that Jim Fink is well-educated is an understatement. Jim holds a bachelor’s degree from Yale University, a master’s degree from Harvard’s Kennedy School of Government, a law degree from Columbia University and an MBA from the University of Virginia’s Darden School of Business. For good measure, he has been a member of the Illinois and D.C. bars and is a CFA charter holder. Of course, an education is only as valuable as what you do with it, and in Jim’s case, it made him independently wealthy by the age of 40 so that he could devote all of his time to what he loves most – teaching others. The son of two teachers, after Jim turned a $50,000 investment into $5 million in less than 10 years, he joined Investing Daily to share his uniquely conservative methodology with others. As a Wealth Society member, you’ll have complete access to his easy-to-understand, devastatingly effective Options for Income service.
David Dittman – It turns out Jim Fink isn’t the only former lawyer on our team. David Dittman earned a law degree from the Villanova School of Law before setting out on a career as an investment banker. At one point he was managing over $100 million in client assets, using his expertise in regulatory and legislative changes to identify exceptional investment opportunities. David’s strong understanding of international law and global economics shapes his advice in our two regional publications, Canadian Edge and Australian Edge. He also contributes to Utility Forecaster, which has generated double-digit returns for the past 13 years using our proprietary “Safety Rating System.” David is the co-author of two books on global investing.
Robert Rapier – Robert Rapier was born to be an oilman. Raised in Oklahoma, he earned his master of science in chemical engineering and a bachelor of science in chemistry and mathematics (double major) at Texas A&M University. Robert is no armchair analyst – he has two decades of in-the-trenches experience in a wide range of fossil fuel and biofuel technologies, including refining, natural gas production, gas-to-liquids, ethanol production and butanol production. Along the way, he’s picked up five patents, including one for a breakthrough way to convert ethane into ethylene (U.S. Patent 7,074,977). In 2012, Robert published his first book, Power Plays: Energy Options in the Age of Peak Oil, and in 2013, he was asked by the Wall Street Journal to join its expert energy panel. He is the perfect guide to steer you through the complex energy markets as lead analyst for The Energy Strategist and MLP Profits.
Leo Boeckl has spent the last three decades working inside the rapidly changing electronics technology industry. During that time, he has worked for Bell Atlantic Services, EDS and IBM building the leading industry service portfolios solutioning the latest I/T innovations. After graduating from the University of Maryland, he started his career as a systems engineer. Since the 1990s, he has developed and refined tools and large-scale models that successfully forecast disruptive tech-industry shifts. During the last several years, Leo has adapted the tools and models for the investment community to forecast tech winners and losers. You’ll profit from Leo’s technology expertise in Investing Daily’s Smart Tech Investor.
We analysts are hard-core. We’re on duty virtually 24/7. Together, we follow all the world’s markets; check in on crop production, product announcements and regulatory press conferences; and watch the obscure indicators that run-of-the-mill advisors aren’t even aware of. Together, we share more than 200 years’ worth of hard-won investing insight. We know what matters and what doesn’t.
Is that the sort of team you belong on?
Your Wealth Society Membership Gives You Complete Access to Every Investing Newsletter We Publish, Every Report, Every Chat and Free Access to the Annual In-Person Investing Summit
Genuine expertise – that’s how we at Investing Daily can confidently offer you the best independent research.
You’re already familiar with some of our investing newsletters.
- Some of them cover other countries where vast natural resources or previously undiscovered technologies are creating windfalls for clued-in investors.
- Some of them are industry-specific, drawing profits from the long-term, cyclical nature of production and consumption.
- And others are stylistic, to allow you to choose the investment objective that makes sense for you.
Together the newsletters cover all of the best opportunities in today’s ever-changing markets. And all of them are included at no extra cost in your Wealth Society membership.
To give you an idea of the additional profit opportunities that await you as a new Wealth Society member, here is where we are looking for exceptional investment opportunities right now:
Geographic – In addition to the United States, there are several regions of the world that we believe are excellent havens for your money. For example, Canadian Edge and Australian Edge are both based on a similar precept: Both focus on resource-rich economies that benefit from the huge demand generated by the U.S. and China. And our Global Income Edge covers the entire world, highlighting the best income stocks wherever they’re found.
Sectors – Your Wealth Society membership will strengthen your portfolio in the dynamic energy and technology sectors.
- The global population has tripled in the past 80 years, with most of that in less-developed parts of the world. That means huge increases in demand for food, housing and transportation, all of which require massive amounts of energy. That’s why we dedicate two publications entirely to energy, The Energy Strategist and MLP Profits.
- The old days of boom-or-bust start-up companies in the technology sector are winding down, to be replaced by a small number of industry giants that will deliver steady growth and big dividends for decades to come. We know who they are, and Smart Tech Investor can show you how to profit from both the undervalued long-term winners that can still be bought at a fair price and from the trendy highflyers that are primed for a fall.
Investing Styles – Sometimes you want growth, and other times you need income. That’s why we give you plenty of both.
- For steady, low-risk income, our Utility Forecaster newsletter has racked up a very impressive track record over the past 13 years, delivering an average annual return in excess of 12%.
- Big Yield Hunting tracks down the highest dividend-paying stocks around the world to show you which ones belong in your portfolio.
- No less of an authority than Warren Buffett has said that if his enormous fund could buy smaller-cap stocks, he would probably earn double the return that he gets out of the mega-cap stocks he is confined to buying. In Roadrunner Stocks, we uncover these hidden small-cap gems so you can beat the big boys to the punch.
- Would you like to know what Peter Lynch would buy today? Or Benjamin Graham? Or the great Buffett himself? You can find out using our Masters of Wall Street newsletter. Even better – consult the ten Masters’ trading methodologies before you buy and sell. Over the past 10 years, the Masters of Wall Street Hot List has outperformed the S&P 500 by more than a 3-to-1 margin.
Specialty – In addition to our more traditional publications, we also provide a conservative, low-risk approach to options trading. Using Jim Fink’s easy-to-understand instructions, Options for Income subscribers recently recorded 55 consecutive trades without a loss, placing this options service in a league of its own.
Broad-market – Our flagship newsletter since 1974, Personal Finance is your one-stop source for broad-market investing advice. In today’s volatile market, our years of battle-tested experience will guide you on the smartest path to diversified profits.
As a Wealth Society member, you’re not only encouraged to share your expertise on each newsletter’s Stock Talk forum, you’ll converse with fellow elite members in the private Wealth Society forum.
And we hope you’ll speak up during our monthly online chats where our lead analysts take turns interacting with members. As a Wealth Society member, if you have a pressing question that can’t wait until the next monthly chat, you can email the appropriate analyst for a quick response.
In addition to year-round interaction through the online forums and chats, we would like to meet you in person. Your Wealth Society membership includes free admission to our annual Investing Summit.
May I personally invite you now? Click here to learn more about the 2015 Summit.
Join the Investing Daily Team …
as a Member of the Elite Wealth Society
If you are an independent thinker, the Wealth Society can provide you with everything you need to successfully manage your portfolio.
STILL HAVE QUESTIONS ABOUT THE WEALTH SOCIETY?
Call me directly: Jim Pearce, (703) 905-4571.
That’s my direct number. I’d like you to get used to executive-level service.
And now, it gets even better...
Since you’ve read this far, you’re ready to hear the bottom line:
We’re going to credit you for the entire unused portion
of your current Investing Daily subscriptions.
If you are a current subscriber to individual newsletters such as Personal Finance, Utility Forecaster, Canadian Edge or Jim Fink’s Options for Income, you almost certainly have credits built up that we can apply toward your Wealth Society membership.
(If you’re ready to find out how big your credit is, please give us a call at (800) 832-2330 during normal business hours. Press “star” to cut to the front of the line. Our exclusive Wealth Society concierge service is standing by.)
Now here’s how to get started with your Wealth Society membership...
Your Exclusive Offer
To maintain the high level of service that the Wealth Society members demand and deserve, we limit membership to the top 1% of our subscribers. If you’re reading this letter, our records indicate that you’re one of them.
We hope that you’ll exercise that privilege by joining us today.
The combined cost of all of our investment publications and other services is $6,353 per year if purchased individually.
But the Wealth Society costs significantly less – only $1,995 per year.
The Wealth Society gives you 100% of our investment research for 31% of the price.
That’s 69% right off the top – not including the value of all the additional benefits that are exclusive to the Wealth Society (which are worth an additional $2,250).
But remember, it gets even better.
As I mentioned above, we’re going to also credit you for the entire unused portion of your current Investing Daily subscriptions.This credit is significant for most of our subscribers. Curious to know how much you’ll save?
Here’s how to find out the amount of your credit …
Please call our Customer Service Department at (800) 832-2330 and press “star” to connect directly with the Wealth Society concierge service. They’ll be able to look up your account and tell you exactly how much credit you’ll receive for your current subscriptions.
Please call today – it takes just a moment, and there’s no obligation when you do. We’re open during normal business hours in our metro-Washington D.C. offices.
There’s also no risk in joining the Wealth Society …
If for any reason you need to cancel, we will promptly refund the unused portion of your membership. It’s painless and hassle-free.
So please give us a call. I know you’ll find it to be one of the best investments you have ever made in building your wealth for a secure, enjoyable future. I look forward to counting you among our elite Wealth Society members!
Again, the number to call is (800) 832-2330,
and press “star” for concierge service.
Welcome to the team,
Director, Investing Daily’s Wealth Society
P.S. And don’t forget to ask about the amount of your credit. Call the Wealth Society concierge service today.