invest smarter in 5 simple steps: from novice to knowledgeable
TRANSCRIPT
![Page 1: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/1.jpg)
5 Steps to Smarter Investing
From Novice to Knowledgeable:Invest Smarter
in 5 Simple Steps
Sandy ChaikinSeptember 23, 2014
![Page 2: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/2.jpg)
5 Steps to Smarter Investing
I’m going to show you how …
•Novice to Knowledgeable in <2 years
•Consistently beat S&P 500
![Page 3: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/3.jpg)
5 Steps to Smarter Investing
And ….
How I became a more confident
investor
![Page 4: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/4.jpg)
5 Steps to Smarter Investing
4
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
You’re about to discover ….
![Page 5: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/5.jpg)
5 Steps to Smarter Investing
So you can Invest Smarter
![Page 6: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/6.jpg)
5 Steps to Smarter Investing
And Find Winning Stocks …
![Page 7: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/7.jpg)
5 Steps to Smarter Investing
And Avoid Losing Stocks…
![Page 8: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/8.jpg)
5 Steps to Smarter Investing
So You Can …
Make
More Money!
![Page 9: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/9.jpg)
5 Steps to Smarter Investing
And can afford to spend more time doing what you want
![Page 10: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/10.jpg)
5 Steps to Smarter Investing
And can afford to spend more time doing what you want
![Page 11: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/11.jpg)
5 Steps to Smarter Investing
The Time is Now to Improve Results
![Page 12: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/12.jpg)
5 Steps to Smarter Investing
Why Chaikin?
![Page 13: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/13.jpg)
5 Steps to Smarter Investing
Street Cred…
Widely used in most technical analysis packages worldwide:
• The Chaikin Oscillator
• The Chaikin Money Flow Indicator
• The Chaikin Persistency of Money Flow ― the basis of Investor’s Business Daily’s Accumulation/Distribution Rating
![Page 14: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/14.jpg)
5 Steps to Smarter Investing
Quoted by and seen on…
![Page 15: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/15.jpg)
5 Steps to Smarter Investing
At the beginning…
• 401K Plans
• Mutual Funds
![Page 16: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/16.jpg)
5 Steps to Smarter Investing
Then, a professional manager
![Page 17: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/17.jpg)
5 Steps to Smarter Investing
Then came 2008
• Advised to hold, not sell
• Portfolio down 40%
• I paid a fee for this???
![Page 18: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/18.jpg)
5 Steps to Smarter Investing
My problem … who to trust?
![Page 19: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/19.jpg)
5 Steps to Smarter Investing
The Challenge: too much information
![Page 20: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/20.jpg)
5 Steps to Smarter Investing
The Solution: Chaikin Analytics
![Page 21: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/21.jpg)
5 Steps to Smarter Investing
A disciplined approach
![Page 22: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/22.jpg)
5 Steps to Smarter Investing
5 Steps to Success
1. Use a proven methodology you can trust
2. Play good offense to find winners
3. Use industry groups to find more winners
4. Play good defense to avoid landmines
5. Know when to buy and sell
![Page 23: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/23.jpg)
5 Steps to Smarter Investing
Testimonial
An Expert’s Endorsement
“… self-directed investors need a very structured and easy-to-use system that will keep them out of trouble. That’s the way Chaikin Analytics was
designed.”
‒ Tom Lloyd, author and lecturer
![Page 24: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/24.jpg)
5 Steps to Smarter Investing
Testimonial
“Since watching Sandy’s webinar, I feel quite relieved knowing that I was making the selection process far more complicated than I needed to.”
‒ BS, Chaikin Analytics Subscriber
![Page 25: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/25.jpg)
5 Steps to Smarter Investing
Step 1: Use a Proven Methodology
The Chaikin Power Gauge
Simple but not Simplistic
![Page 26: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/26.jpg)
5 Steps to Smarter Investing
• Financial Metrics
• Earnings Performance
• Price/Volume Activity
• Expert Opinions
4 Components:
![Page 27: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/27.jpg)
5 Steps to Smarter Investing
The Chaikin Power GaugeClear, tested summary of a stock’s potential
Price/Volume Activity
• Price Trend • Price Trend Rate of Change• Chaikin Money Flow • Relative Strength vs. Market• Volume Trend
Expert Opinions
• Earnings Estimate Revisions • Short Interest • Insider Activity • Analyst Opinions • Relative Strength vs. Industry
Financial Metrics
• LT Debt to Equity Ratio• Price to Book Value• Return on Equity• Price to Sales Ratio• Business Value
Earnings Performance
• Earnings Surprise• Earnings Growth• Earnings Trend• Earnings Consistency• Projected P/E Ratio
![Page 28: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/28.jpg)
5 Steps to Smarter Investing
Financial Metrics: Price to Sales Ratio
![Page 29: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/29.jpg)
5 Steps to Smarter Investing
Expert Opinions: The Secret Sauce
![Page 30: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/30.jpg)
5 Steps to Smarter Investing
NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge
![Page 31: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/31.jpg)
5 Steps to Smarter Investing
Testimonial
Not Enough Time
“I am an individual investor and trader. There is not enough time in my day to do the work
Chaikin Analytics puts before me in minutes.
I am 'wowed'. And yes, you can quote me on.”
‒ Cheryl, California, Chaikin Analytics Subscriber 7/2/14
![Page 32: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/32.jpg)
5 Steps to Smarter Investing
Step 2: Play Good Offense
![Page 33: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/33.jpg)
5 Steps to Smarter Investing
What to Buy: Classic Bulls
• Strong Industry Group• Power Gauge Rating Bullish• Price Trend Up • Relative Performance Strong • Chaikin Money Flow Strong
![Page 34: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/34.jpg)
5 Steps to Smarter Investing
![Page 35: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/35.jpg)
5 Steps to Smarter Investing
Southwest – Luv It!
![Page 36: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/36.jpg)
5 Steps to Smarter Investing
Kinder Morgan 09/23/14
![Page 37: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/37.jpg)
5 Steps to Smarter Investing
Skyworks 09/23/14
![Page 38: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/38.jpg)
5 Steps to Smarter Investing
Testimonial
“I am thrilled that I got the heads up to go long SWKS before earnings the first week I subscribed
to the service. That trade paid for my entire yearly subscription. Thanks and I want to
compliment you on your user friendly App.”
‒ PH, July 21, 2014 Chaikin Analytics Subscriber
![Page 39: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/39.jpg)
5 Steps to Smarter Investing
Step 3: Use Industry Groups – 09/23/14
![Page 40: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/40.jpg)
5 Steps to Smarter Investing
Transportation-Air – Alerts 09/23/14
![Page 41: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/41.jpg)
5 Steps to Smarter Investing
Oversold Buy Signal: Ryanair Holdings
![Page 42: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/42.jpg)
5 Steps to Smarter Investing
Relative Strength Breakout Buy Signal: Air T
![Page 43: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/43.jpg)
5 Steps to Smarter Investing
Testimonial
“Chaikin is in good company: one way to locate a good stock is to locate the right industry.
Chaikin’s approach recommends both specific stocks and industries to swap for weaker
performers.”
– Mike Hogan
![Page 44: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/44.jpg)
5 Steps to Smarter Investing
Step 4: Play Good Defense
![Page 45: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/45.jpg)
5 Steps to Smarter Investing
What to Avoid: Classic Bears
• Power Gauge Rating Bearish• Price Trend Down • Relative Performance Weak• Chaikin Money Flow Weak• Price Overbought
![Page 46: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/46.jpg)
5 Steps to Smarter Investing
![Page 47: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/47.jpg)
5 Steps to Smarter Investing
Yahoo!
![Page 48: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/48.jpg)
5 Steps to Smarter Investing
Whole Foods Market
![Page 49: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/49.jpg)
5 Steps to Smarter Investing
Testimonial
190% Profit in Two Days
”I put on a WFM put trade which was your alternative bear trade of the week in Market Insights. Today I locked up a 190% profit in two days. Consider me a loyal user!”
TS 5/7/14
![Page 50: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/50.jpg)
5 Steps to Smarter Investing
Step 5: Know When to Buy & Sell
Buy Signals Sell Signals
Oversold Buy Breakout Buy Reversal Buy Money Flow Buy Relative Strength Buy Rel. Strength Breakout Buy
Overbought Sell Breakdown Sell Reversal Sell Money Flow Sell Relative Strength Sell Rel. Strength Breakdown Sell
With Chaikin Buy/Sell Signals
![Page 51: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/51.jpg)
5 Steps to Smarter Investing
Alcoa – Oversold Buy: 08/08/14
![Page 52: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/52.jpg)
5 Steps to Smarter Investing
Alcoa – Sold 9/12 at $17
![Page 53: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/53.jpg)
5 Steps to Smarter Investing
My Stocks to Watch – 09.23.14
![Page 54: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/54.jpg)
5 Steps to Smarter Investing
My Stocks to Watch – Health Net 09.23.14
![Page 55: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/55.jpg)
5 Steps to Smarter Investing
To Recap the 5 Steps
1. Use a proven methodology you can trust
2. Play good offense to put the odds in your favor
3. Use industry groups to find more winners
4. Play good defense to avoid landmines
5. Know when to buy and sell
![Page 56: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/56.jpg)
5 Steps to Smarter Investing
![Page 57: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/57.jpg)
5 Steps to Smarter Investing
Real World Price $1,950Webinar Fast Action Special
Expires Midnight Friday, 9/26
Only $1,550www.chaikinanalytics.com/signup
Offer Code: FAST
Or contact Dan Frantz: 1.877.MYPORTFOLIO
![Page 58: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/58.jpg)
5 Steps to Smarter Investing
Testimonial – Market Insights
Amazing results!
“LULU, AA, SWKS, NOW, DWRE. I just closed out DWREfor 14% profit this morning. I have only been a member for a couple of months and have already paid for your annual membership fees several times over on just these five stocks. Thank you for your solid advice.”
RM, Chaikin Analytics Subscriber 8/5/2014
![Page 59: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/59.jpg)
5 Steps to Smarter Investing
Testimonial
“On the strength of Chaikin Analytics, I’ve made enough money to pay all my living
expenses for the past 18 months and consider managing my money
now "my job", because in using Chaikin Tools, I can earn much
more than I could in the workplace: pretty important for a
woman living on her own. My girlfriends are a bit in awe.”
‒ PH, Chaikin Analytics Subscriber
![Page 60: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/60.jpg)
5 Steps to Smarter Investing
Here’s What You Get with Chaikin Analytics:
• One-on-One Tutorials help you get set up and use all the features
• Weekly subscriber-only open forums
• Chaikin Chart with Power Gauge rating and Chaikin Technical Indicators
• Six Pairs of Buy and Sell Signals
• List manager including Industry Groups, ETFs, User Lists and Chaikin Hot Lists
• Research reports on 5,000 stocks – updated nightly
• Portfolio Health Check on any list
• Chaikin Market Insights Weekly Newsletter with Stock of the Week
![Page 61: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/61.jpg)
5 Steps to Smarter Investing
![Page 62: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/62.jpg)
5 Steps to Smarter Investing
![Page 63: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/63.jpg)
5 Steps to Smarter Investing
From Here to Hawaii“I followed your AMZN trade …. Great trade!! Profit covered next year's total cost of our two months in
Hawaii, after taxes! My wife thanks you and I thank you. ― RW
![Page 64: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/64.jpg)
5 Steps to Smarter Investing
From Here to Turkey – August Vacation 2014
![Page 65: Invest Smarter in 5 Simple Steps: From Novice to Knowledgeable](https://reader034.vdocuments.site/reader034/viewer/2022051521/5a67c8af7f8b9afa468b4d69/html5/thumbnails/65.jpg)
5 Steps to Smarter Investing
If you don’t have Chaikin Analytics
www.chaikinanalytics.com/signup Offer Code: FAST
Expires Midnight Friday, 9/26Or contact: Dan Frantz, 1.877.MYPORTFOLIO
Sign Up Today!