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New Members: Start Here


from Chief Investment Strategist Jim Pearce

Dear Subscriber,

Thank you for joining me and my fellow analysts inside Personal Finance. You’ve made a smart decision!

Allow me to take this opportunity to tell you how excited I am to have you on board as a new member and make sure you have easy access to everything you’ll need to get started.

Whether you joined Personal Finance for our income-generating stock recommendations, our track record for protecting investors’ wealth, or our successful options picks courtesy of Jim Fink…

There’s something for every investor in Personal Finance, no matter your current financial status or investing goals.  

Below you’ll find my recommendations for the first steps you should take to get started. All told, completing these steps won’t take you very long, but they are the most important things you can do today.

And of course, if you have any questions or run into any problems, please feel free to reach out to me via Stock Talk, or give our friendly Customer Service team a call at (800) 543-2049, Monday-Friday 8:30am – 6:00pm ET.

1. Explore the Personal Finance Members-Only website.

Take a few minutes to explore all the features now at your fingertips as a Personal Finance subscriber. Some of the highlights you’ll want to be sure you check out include:

  1. The Personal Finance Portfolios, containing all of our current recommendations. There are 5 in total: Growth, Income, Funds, Maximum Income, and Options
  2. Content Archive, where you can access all of our most recent articles and trade alerts
  3. Issue Archive, housing PDFs of every issue we’ve put out since March 2000.
  4. Special Reports Archive, where you can find reports that were included with your subscription, plus additional reports we’ve recently created
  5. Stock Talk Message Board, where you can interact with your fellow subscribers and ask me any questions you have

2. If you don’t already have it, get approval to trade options.

Our monthly options trades, courtesy of options guru Jim Fink, are one of the most valuable benefits of your membership. But in order to act on these recommendations, you’ll need to get authorization to trade options from your broker.

But rest assured — applying for authorization is a simple process, and shouldn’t take you more than a couple of minutes. For a full overview on how to get started trading options, check out our FAQs for PF Options page.

3. Get Started!

Once you’ve had the chance to review the materials above, you’re ready to get started! The best thing you can do is dive right in and start making your first trades and following our recommendations. 

You might still feel a little cautious… and that’s OK! But you can’t start raking in the gains until you get in the game. And the more you take advantage of our advice, the more you’ll realize that there’s simply no better way to invest. 

I Want to Hear About Your Success!

In a very direct way, my (and my team’s) success is measured by your accomplishments. And I want to hear all about your progress! So I hope you’ll share your stories about the trades you make and the profits you see. 

Let me say one more time — thank you for joining Personal Finance. I am so excited about the income journey we are beginning, and I greatly appreciate the confidence you’ve placed in me and my team. We look forward to helping you achieve your financial goals!

Welcome aboard!

Jim Pearce
Chief Investment Strategist 
Personal Finance