Real Financial Professionals Blog
To qualify for a listing on RealFinancialProfessionals, advisors must be enrolled in a professional education program about low expense investing and financial planning.
Monthly classes are taught by independent thought leaders who have helped establish best practices for investment management and financial planning fiduciaries for over three decades: economist Fritz Meyer, portfolio design expert Dr Craig Israelsen, and tax and financial planning educator Robert Keebler, CPA/PFS.
RealFinancialProfessionals brings transparency to the opaque financial services industry by verifying an advisor’s subscription to continuing education about low-expense investing, quantitative analysis of economic fundamentals, and tax and financial planning.
4Q09 Quarterly Market Summary Available To RIAs
Advisor Products’ Quarterly Market Summary becomes available Monday for the fourth quarter of 2009.
QMS is a comprehensive analysis of activity in stock and bond markets and examines a range of asset classes.
It is utilized as a companion piece with quarterly performance reports provided by RIAs.
Written by a veteran financial reporter and edited by one of the nation’s leading financial editors, QMS is delivered to subscribers as an eight-page Microsoft Word document 10 days after the end of every quarter. You can cut, paste, and edit QMS to fit your needs.
Each quarterly release of QMS typically covers performance of:
S&P 500 large cap stocks
Russell 2000 small cap stocks
Growth versus value stocks
Corporate earnings
Foreign stocks
Emerging markets
U.S. Dollar versus Euro
Fixed income markets
Two versus 10-year Treasurys
Corporate bonds
Economic growth
Fed interest rate policy
U.S. Retail sales
Consumer confidence
Unemployment
Consumer Price Index
Because of the time sensitive nature of the content, QMS is submitted for review by FINRA only after it is distributed to RIAs. Registered reps, therefore, should consult with their broker/dealer about its use.
QMS is priced at $1,200 for a one year subscription, and can be ordered by submitting this form.