Recent Newsletters

If you have watched your portfolio melt in 2008 and continue to do so as we start 2009, maybe you are getting bad advice. This NAOI Newsletter tells you the questions you must ask and the information you must get from any adviser that you are using to determine if they are doing their job well. You may be happy with an adviser managing your portfolio. But it is up to YOU to manage your adviser! Learn how by the above link.

The Fleecing of American Investors - 2008! We thought it was cleaned up in the early 2000’s. After millions of investors were duped by financial analysts spewing forth recommendations for worthless companies, the SEC responded with a host of new regulations to address the problem. Investor scams were finished, right? Wrong.

The "Fleecing of the American Investor" has simply morphed into another form - one that the SEC can’t touch and it is frightening. The purpose of this newsletter is to tell you what is going on, why it is occurring (and flourishing) and how you can protect yourself from becoming a victim. This is a MUST read!

"Honey, What Happened To The Brokerage Account" - If you haven't checked your brokerage or bank account statements lately you may be risking having your accounts declared "abandoned" and turned over to the state! And don't assume anyone will notify you before this happens. Please read this horrifying and absolutely true story today, before its too late!

"Don't Be Fooled Again - Look For These Accounting Red Flags" - The investing public has recently been assailed by continuous reports of corporate corruption and the release of misleading financial information to the public. As individual investors we have probably all lost money due to loose interpretation of accounting laws by some corporate officials and due to outright fraud by others. This newsletter gives you a checklist of "Red Flags" to look for in corporate financial statements and a roadmap of where on the Web to find the information you need to perform detailed due diligence on a company before investing.

"Put Down the Phone Book - Do Some Research Before Hiring A Tax Preparer" - Too many individual investors simply pick up the phone book and look under "Tax Preparers" when they finally decide that their tax returns are too complicated to do themselves. Most don't realize that there are multiple types of tax professionals, each with a special area of expertise and a unique rate structure. Make sure you select one that fits your needs and your budget. This newsletter will get you started toward making an informed decision related to obtaining professional tax help.