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November 2011 -
Vantagepoint Benefits Advisors. As a result of Mr. Hevner's
successful presentations at Restaurant.com, Vantagepoint Benefits Advisors
invited him back to the Chicago area to give a presentation to a group of
prospects that emphasized the valuable role of education in convincing
employees to enroll in corporate 401k plans. Vantagepoint plans to partner
with Mr. Hevner and the NAOI to provide total 401k solutions.
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April 2011 - Restaurant.com
401k Seminars. NAOI President Leland
Hevner was invited by this dynamic and rapidly growing company in the
Chicago area to give a
series of seminars on 401k Plans to its employees. Mr. Hevner's
presentations contained multiple revolutionary concepts related to 401k
investing that prompted a number of employees to participate in the
corporate plan.
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March / April, 2010 - Issue
of GRAND Magazine. This excellent
online magazine targeted at issues related to Grandparents printed an
article by NAOI President Leland Hevner related to "green"
investing along with a link to his newsletter on this topic. Also included
is an excerpt from Mr. Hevner's book "The Perfect Portfolio". To
access the article click
here.
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February, 2010 - Article in SFO Magazine. SFO Magazine has accepted and
printed an article by NAOI President Leland Hevner. It is entitled "Four Keys to Success: Investing in Today's
Volatile Markets" and is available in the online portion of the February issue. You can
access it by clicking
here.
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January, 2010 - Article in Wealth
Magazine. Wealth Magazine has written an
article discussing Leland Hevner's book "The Perfect Portfolio"
and the Perfect Portfolio Methodology. The article is entitled "Design
the Perfect Portfolio". Access
it here.
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January 2, 2010 -
NAOI Releases the "2010 Confident Investing Series".
The yearly update of this market-leading investor education program was
released today. It incorporates new ideas, Web sites, tools and investing
methods that arrived on the investing scene during the year of 2009.
Prominent among these are the increased popularity of Exchange
Traded Funds. They are discussed extensively in the 2010 release.
The world of investing is changing. NAOI education changes with it!
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November 24, 2009 - Fox
Business Channel Appearance.
NAOI President, Leland Hevner appeared today
on the Fox Business Channel show "Fox Business Live". He discussed innovative
concepts and methods for personal investors that can enable them to make
money in current and future market conditions. These
new ideas are drawn from both NAOI Courses and Mr. Hevner's best selling book "The
Perfect Portfolio". A screen shot from the program can be seen at www.hevner.net.
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Exec Digital,
November 11, 2009 published Mr. Hevner's article entitled
"4 Keys to Investing Success in Today's Volatile
Markets". You can
access it by clicking
here.
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US News and World
Report, March 27, 2009. In this article entitled
"The New Safe Portfolio: Why Stocks, Bonds, and Cash Aren't Enough
Anymore", NAOI President comments on why 3 asset classes are not
sufficient to create an efficient portfolio in today's markets. To access
the article click
here.
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February 13, 2009 -
NAOI / J. K. Lasser Cooperation - NAOI has agreed to provide
investor education content to the premier tax resource on the Web, the site
at www.jklasser.com. Beginning
in March of 2009, NAOI President, Leland Hevner will begin contributing
articles specifically targeted at enabling individual investors to succeed in current
markets. The NAOI is honored to be selected to provide this important
element of investor success to the J. K. Lasser site.
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January 5, 2009 - NAOI
Releases "2009 Confident Investing Series". The NAOI
today proudly announces the release of the 2009 version of its core investor
education product the NAOI Confident Investing Series, consisting of
five college-level, investor education courses.. Among other new material,
this updated version shows individuals how they could have avoided most of
the market meltdown of 2008 and actually made money during this chaotic
period. The 2008 market crash showed that the public needs new investing
methods and resources. The 2009 Confident Investing Series provides both and
builds on its lead as the nation's premier investor education
resource.
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May 27, 2008 - NAOI Announces
Partnership with the Options News Network.
The
Options News Network and the NAOI
today announced a channel partnership that will allow them to better
serve and bring greater value to their respective client bases.
“We
are thrilled to be working with such a great company,”
said E. Matthew Buckley, CEO of ONN.tv. “The
NAOI is a leader in providing college-level investing education to the
public, and we’re excited about the synergies
that we can create working with them in this partnership.”
Click
here to read the press release.
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February 8, 2008 -
Education, Not Information: Getting Your Employees to Invest in 401(k) Plans.
Chief Learning Officer Magazine publishes an interview with NAOI President,
Lee Hevner related to the key role of education in enabling employees to
take advantage of their 401(k) Plans. Chief Learning Officer
is the foremost resource in the rapidly growing industry of workforce
learning and development. Click
here to access the interview. Click
here to read about the NAOI 401(k) Participant
Empowerment Program.
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February
01, 2008 - NAOI
Releases "2008 Confident Investing Series". The NAOI
announced today the availability of the latest version of its comprehensive
personal investor education program: the Confident Investing Series. The
Series consists of five home-study courses that provide college-level
investor education to individuals wishing to take more control of their
portfolios and thus their financial futures. The 2008 version of the Series
updates all education content and Web links contained in the five
courses.
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March 10, 2007 - NAOI
Announces Partnership with Phillips Investment Resources. The
NAOI announced today a cooperative agreement with Phillips Investment Resources to
develop a full line of individual investor education products to be offered
by Phillips.
Phillips Investment Resources
is a leading provider of investment advice newsletters that enable
individuals to build their wealth in a serious, consistent way. In business for over 30
years, Phillips Investment Resources produces consumer newsletters, e-mail
services, Web sites and other investment resources.
"The cooperation of the
market's premier investor newsletter provider with the nation's premier
supplier of serious investor education simply makes sense" according
to NAOI President, Lee Hevner. "Education combined with expert advice
equates to total investor empowerment."
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March 01, 2007 - NAOI
Releases "2007 Confident Investing Series". The NAOI
announced today the availability of the latest version of its comprehensive
personal investor education program: the Confident Investing Series. The
Series consists of five home-study courses that provide college-level
investor education to individuals wishing to take more control of their
portfolios and thus their financial futures. Click
here to view the Press Release.
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July 27, 2006 - NAOI
Announces Marketing Partnership with the Association of National Account
Executives. Today, NAOI President Lee Hevner announced a
Marketing Partnership that enables ANAE to provide NAOI Education Courses to
their members at special pricing. The ANAE helps managers and executives
across the country develop the networking and marketing strategies they need
to succeed in today's health care industry.
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July 20, 2006 - NAOI Announces Release of the
"Trading Stocks Like the Masters" Specialty Course.
Today the NAOI
made available for sale a multi-media home study course that is centered on
the site at www.validea.com. This site
translates the stock picking methodologies of the best investors Wall Street
has ever known into specific stock trading ideas through proprietary
screening tools. The NAOI course provides
the average investor with the knowledge, structure and resources to enable them to
take full advantage of this site. The NAOI continuously scans the Web
for the best resources available for the average investor. When we find the very best,
we offer to work with the site creators to product an NAOI Specialty Course
that we include in our product line. Click here to view the course.
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July 20, 2006 - NAOI Announces Agreement with Egar Technology.
Students of the NAOI Course: Stock
Options for the Average Investor will receive special pricing on a full
suite of options analysis tools found at the Egar Technology site www.ivolatility.com. These
tools enable individuals to analyze stock option pricing, access volatility
data and search for the best options trades for a variety of
strategies.
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July 20, 2006 - NAOI
Announces Release of the "NAOI Confident Investing Series". Today, NAOI President Lee
Hevner announced the release of the NAOI Confident Investing Series
consisting of 5 interactive, home-study courses. This is the most
comprehensive individual investor education resource available in the
market. Course 1
provides individuals with a firm grounding in investing basics and leads
individuals through a process for building their unique Investing Plan.
Courses 2 through 5 are each dedicated to a specific type of investing that
all investors should consider to maximize the wealth potential of their
portfolio.
All courses are described on the NAOI Web site at www.naoi.org
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March 15, 2006 - NAOI
Announces Business Partnership with the Better Trends Group in Dubai, UAE. NAOI
President Lee Hevner announced today a business partnership with the Better
Trends Group (BTG) located in Dubai, United Arab
Emirates. BTG is in the process of developing the premier individual
investor empowerment resource in the Middle East where growth of the stock
markets is exploding. BTG searched the world for the best organization to
assist them in developing investor courses and advising them on how to best
educate the individual investor in the Emirates, Saudi Arabia and the entire
Middle East. BTG chose the National Association of Online Investors for this
purpose.
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September
19,2004 - NAOI Profile in Westchester, NY. Journal News.
In an article entitled "Investor Tools: Escaping A Maze"
Gannett News Reporter Jay Loomis profiles the NAOI. The article
describes how NAOI courses save individuals hundreds of hours of
research by providing a list of the most effective investing sites on
the Web and a structured methodology for using them. Included in the article are quotes
from NAOI students and a profile of NAOI President, Lee Hevner. Click
here to link to the article.
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May 25, 2004, Palm Springs, California: KPSI Radio.
NAOI President Leland Hevner appeared today on KPSI radio in Palm
Springs, California today to discuss the lawsuit filed by New York
Attorney General Eliot Spitzer against former NYSE Chairman, Dick
Grasso related to Mr. Grasso's
seemingly excessive pay package . In a discussion on KPSI's Morning Show with host Stanton Layne
the Mr. Hevner discussed this matter from the viewpoint of the
individual investor. Click here for summary points of the
discussion.
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April 28, 2004, Washington D.C. - Press Release: NAOI
Announces Individual Investor Certification Program Release.
Today
the National Association of Online Investors (NAOI) officially
announced the release of its unique Individual Investor Certification
Program. This 16 lesson personal study course covers over 200
investing topics and is targeted at enabling individuals to take
personal control of their portfolios, and thus their financial
futures. Click here for the
full press release.
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November
15, 2002 - NAOI President Leland Hevner quoted in article on CNN Money
Web site. In the article
entitled "Investors have veered away from online trades",
Mr. Hevner stresses that online investing does not necessarily equate
to online trading. Online resources can be used for getting investing
ideas and performing due diligence on investment recommendations from
any source - including investment advisors. Full
Article.
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October
20, 2002, Washington D.C. - NAOI President Appears On CBS News. Mr. Leland Hevner appeared on the "Channel 9 News Live"
program this morning
responding to financial questions from callers. Channel 9 is the
Washington, D.C. affiliate of CBS.
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September 23, 2002,
Knight-Ridder Article - NAOI
President Leland Hevner was quoted in a Knight-Ridder article on how online
investors have reacted to recent market volatility. The article appeared
in a number of Knight-Ridder newspapers, including the Charlotte
Observer,
the St. Paul Pioneer Press, the Fort Worth
Star-Telegram, the San Jose
Mercury News, the Wichita Eagle, the Akron Beacon
Journal, the Bradenton
(FL) Herald, and the Contra Costa (CA) Times, and on Web sites such as
SiliconValley.com and BayArea.com. Full Article.
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August
23, 2002, Washington D.C. - NAOI Featured On ABC World News This
Morning. NAOI President
Leland Hevner was interviewed related to the changing nature of
online investing. Mr. Hevner made the point that the definition of
online investing is changing from meaning "day-trading"
to relating more to using online resources for educational
purposes and for identifying and evaluating investments before buying.
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July 28, 2002 - NAOI Quoted
In Associated Press Article. In an
article by columnist Rachel Beck, NAOI President, Leland Hevner, comments
on the importance of individuals having a plan when they invest. The plan needs
to include not only buying securities but also selling to take profits and limit
losses. Read article.
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July
18, 2002, Washington D.C. - NAOI Featured
On CNBC Business Center. The NAOI Web site and NAOI President, Leland Hevner,
were prominently featured on CNBC's Business Center on Thursday, July 18, in a
discussion of "cash" investment types that individual
investors are flocking to as safe havens in a turbulent market.
Mr. Hevner discussed the virtues of GNMA mortgage backed
securities as a low risk investment that has performed extremely
well in the current market environment and in the past several
years, earning an average of over 8% annually.
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May
01,2002: NAOI Qualifies For Listing On World Wide Learning Web Site.
Following review of multiple factors the NAOI Investing Training Courses
have qualified for a listing on one of the Web's premier education
reference sites. The listing can be found at: www.worldwidelearn.com/investment-education.htm.
We are proud to be listed along with some of the premier educational
institutions in the United States.
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April
7, 2002: New York Post Spotlights NAOI's Warning on "Red
Flags." Karen
Hoffman interviewed NAOI President Leland Hevner for an article in the New
York Post on accounting "red flags" that could signal
another Enron-type situation. Click here to read the Post article: NY
Post. For the referenced Red Flags article click: Red Flags.
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February 26, 2002, Washington D.C. - NAOI Featured
On CNBC Business Center - The NAOI Web site and NAOI President, Leland Hevner,
were prominently featured on CNBC's Business Center on Tuesday, February 26. In
a feature series by reporter Lynnette Khalfani entitled "Who Can You
Trust", Mr. Hevner commented on the financial newsletter industry, stating
that all stock recommendations, regardless of the source, should be seen only as
a starting point for personal due diligence. Ms. Khalfani highlighted the NAOI
Web site as a resource that can enable individuals to lessen their
reliance on third party advice through investing education.
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May 26, 2001, Washington D.C. - The NAOI Featured On
CNN.com. Under the title "Tools: Investor Beware" author
Tom Kraeutler reviewed online Web resources and stressed the point that tools
can be dangerous to a person's financial health without the education necessary
to utilize them. Too many sellers of tools for online investing neglect the
critical element of education beyond simple definitions and educational
"sound bites". The bottom line is that tools by themselves are not
effective. Tools in combination with comprehensive education are what the market
is demanding.
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December 15, 2000, Washington D.C. - NAOI
Featured In
Physicians Money Digest® within an article entitled
"Old Investment Rules Still Valid Online" by writer Ed Rabinowitz. In
the article NAOI's president, Lee Hevner, is cited multiple times as stressing
the value of basic investing education as a foundation for successful online
investing. Included in the article is a picture of the NAOI's Web site. The
digest is sent to over 50,000 physicians world-wide. Click the following
for the full article:
Physician's Money Digest Article.
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September 16, 2000, Washington
D.C. - NAOI Exhibits at Washington Post
Personal Finance Conference. The National Association of Online
Investors ® introduced its new
Online Investing Study Course at the Washington Post Personal Finance Conference
today in Washington, D.C. Over 700 people visited the NAOI ®
booth to learn the benefits of becoming an NAOI Charter Member.
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