only: institutional investors including any: (A) person described in FINRA Rule 4512(c), regardless of whether the person has an account with a member (B) governmental entity or subdivision thereof (C) employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans (D) qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans (E) member or registered person of such a member and (F) person acting solely on behalf of any such institutional investor. The information contained on all other websites denoted as “Institutional” in the top right corner is intended for the following audience in the U.S. retirement, pension, profit-sharing or stock bonus plans that are qualified under Internal Revenue Code (“IRC”) Section 401(a) and tax-exempt under IRC Section 501(a) or (2) U.S. only: Eligible collective investment fund investors who are: (1) U.S. The information contained on the LifePath Paycheck website is intended for the following audiences in the U.S. The information contained in this website (this “Website”) including the documents herein (together, the “Contents”) is made available for informational purposes only. Agree that you are within the respective sophisticated type of audience (or professional/sophisticated /institutional/ qualified investors, as such term may apply in local jurisdictions), and where applicable, meet the requisite investor qualification, for your respective jurisdictions.Agree that all access to this website by you will be subject to the disclaimer, risk warnings and other information set out herein and.It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction.īy clicking to enter this website, the entrant has agreed that you have reviewed and agreed to the terms contained herein in entirety including any legal or regulatory rubric and have consented to the collection, use and disclosure of your personal information as set out in the Privacy section referred to below.īy confirming that you have read this important information, you also: They serve as good food for thought, upon which I do my own DD and decide whether or not to follow suit on something.Please read this page before proceeding, as it explains certain restrictions imposed by law on the distribution of this information and the countries in which our funds are authorised for sale. I rarely if ever 'automatically' invest based on what I see in such publications, though. And certainly not worth what we paid for it. (Silly us!) Some interesting global/macro commentaries but nothing we found actionable for our trading/investing purposes. Years ago I was part of a trading collective that subscribed to The Gartman Letter. I had that for a few years, and got some good ideas from it. Richard Lehman's preferred stock investing newsletter was pretty decent. I do appreciate his commentaries and down-to-earth remarks. He has a few portfolios shared where he trades his owm money, but I don't follow those. I also subscribe to The Kelly Letter ($5/mo, now $20/mo for others) for a nice wrap-up analysis of the week's financial events.
I am a Lifetime AAII member and find their monthly journal interesting reading in terms of theory and common-sense investing/tax planning stuff. I subscribe to Morningstar Dividend Investor (and soon) Stock Investor (discounted).