Contributors
Philip Springer is the chief investment strategist of Personal Finance. He has provided authoritative leadership and guidance on investments and portfolio management for more than 30 years, as both an investment advisor and newsletter editor. With a B.A. degree in history and completely self-taught in the world of finance, Phil has learned that financial markets are constantly surprising yet often repeat themselves. A popular speaker at investment conferences and on investment cruises, Phil has been interviewed on CNBC and CNN. He has written articles for or been quoted in many national publications, including Business Week, Kiplinger’s Personal Finance, The New York Times and The Wall Street Journal.
James Stack, president of InvesTech Research and Stack Financial Management, isn’t your typical investment advisor. Formerly a project manager for IBM Research with a number of domestic and international patents to his credit, Jim has a graduate degree in engineering, with post-graduate study in business. After founding InvesTech Research in 1979, he began publishing the InvesTech newsletter in 1982. Jim and his staff maintain over a century of financial and market data, and create all of the custom analysis software used by InvesTech.
Kate Stalter is a Series 65-licensed asset manager, with more than two decades of experience in various areas of financial services. As an investment advisor and financial planner, Kate personally manages client portfolios, with a focus on successful retirement, including asset allocation, income generation and tax strategies.
Louis P. Stanasolovich, CFP is a founder, CEO and president of Legend Financial Advisors and EmergingWealth Investment Management. Mr. Stanasolovich is also the editor of Risk-Controlled Investing, a subscription service that guides financial advisors on how to build investment portfolios with lower risk. Mr. Stanasolovich is one of only four advisors nationwide to be selected 12 consecutive times by Worth magazine as one of “The Top 100 Wealth Advisors” in the country. He has also been selected five times by Medical Economics magazine as one of “The 150 Best Financial Advisors for Doctors in America,” twice as one of “The 100 Great Financial Planners in America” by Mutual Funds magazine, and once by Barron’s as one of “The Top 100 Independent Financial Advisors.” He has been named to Investment Advisor magazine’s “IA 25” list three times, ranking the 25 most influential people in and around the financial advisory profession, as well as being named by Financial Planning magazine as one of the country’s “Movers & Shakers.”
Porter Stansberry founded Stansberry & Associates Investment Research, a private publishing company based in Baltimore, Maryland, in 1999. His monthly newsletter, Stansberry’s Investment Advisory, deals with safe value investments poised to give subscribers years of exceptional returns. Mr. Stansberry oversees a staff of investment analysts whose expertise ranges from value investing to insider trading to short selling. Together, he and his research team do exhaustive amounts of real-world, independent research. They’ve visited more than 200 companies in order to find the best low-risk investments in the world. Prior to launching Stansberry & Associates Research, Mr. Stansberry was the first American editor of the Fleet Street Letter, the oldest English-language financial newsletter.
Mr. Staszak’s specialty at Argus includes the gaming, lodging and restaurant groups within the Consumer Discretionary sector. John earned an MBA from the University of Texas and a BA in Economics from the University of Pennsylvania. In the financial services industry, he has worked as an analyst and consultant for firms including Standard & Poor’s, the Bank of New York, Harris Nesbitt Gerard and Merrill Lynch. John Staszak is a CFA charterholder. Forbes magazine named Mr. Staszak as the second-best stockpicker among restaurant analysts in 2006. He was also ranked the second-best analyst covering the restaurant sector by the Wall Street Journal in 2007, a year in which a Financial Times/StarMine survey also ranked John that same way. In 2008, the Journal again listed John as an award winner - with a third-best designation among hotel industry analysts and a fifth-best designation among restaurant analysts.
Richard Stavros is chief investment strategist for Global Income Edge, analyst for Utility Forecaster and a regular contributor to Personal Finance. He is managing director of Thomas Dwight Capital (TDC), a strategic, financial and business development adviser to corporations, investment houses and governments. TDC identifies and develops for clients high growth and emerging markets opportunities in the energy, telecommunications, shipping and real estate sectors. In this capacity, Stavros has advised on several multi-million project finance valuations, business plan developments, and overall corporate strategies, as well as engaged in mergers and acquisitions, private equity, and lead capital raising efforts for new business expansion plans. With 17+ years of experience in the energy sector, Stavros has served in various leadership, strategy, finance and analytic roles at an energy utility, investment bank and various preeminent global media, economic and regulatory research houses. He graduated from Georgetown University with a BA in Economics and English Literature. He holds an MBA from the University of Oxford with a concentration in Finance and Strategy.
Jason serves as the Managing Editor for multiple investment advisories including Technology and Opportunity, Tech Investing Daily and The Cutting Edge. Jason has previously worked as an editor and contributor for popular investment services Wealth Daily and Energy and Capital.
Dr. Sam Subramanian is the Managing Principal and Chief Investment Officer of AlphaProfit Investments, LLC. He edits and publishes the AlphaProfit Sector Investors’ Newsletter and the AlphaProfit Fund Investors’ Guide. Prior to founding AlphaProfit Investments, Sam worked in positions of increasing responsibility in finance and corporate strategy for McKinsey & Company, Exxon Corporation and Unocal Corporation focusing on acquisitions and divestitures, asset valuation, trading, bankruptcies and risk management. Dr. Subramanian has authored numerous articles for leading financial publications including Forbes, MarketWatch, The Motley Fool and Financial Bridges. He developed the ValuM Investment Process™ for managing investments in 1985. He graduated with honors from the MBA program at the University of Michigan, and has a Doctorate in Chemical Engineering from Syracuse University. He also holds 16 U.S. patents for the pioneering research he conducted at Ford Motor Company.
Portfolio Manager and Publisher Dan Sullivan is regarded as one of the most experienced and best-performing financial advisors in the country today. After extensively studying the market’s trends, and honing his stock selection techniques, Mr. Sullivan began his first newsletter, The Chartist, in 1969. Mr. Sullivan’s trademark has always been his willingness to invest his own money alongside his clients. He accomplishes this through his Actual Cash Accounts, featured in each edition of The Chartist newsletter. The Chartist office is located approximately 30 miles south of Los Angeles, away from the noise and distractions of Wall Street.
By the time I was a mere 20 years old, I was establishing myself as a financial planner, having already started working with a local firm in my home town of Binghamton, New York. Among other things, I became licensed as a General Securities Principal of our firm’s brokerage arm, supervising operational activitiesAlready becoming successful as both a manager and financial advisor, I was nevertheless quite unprepared for some of the massive market shifts of the early 1980’s. Successful strategies that had helped our clients reap huge rewards during the inflationary times of the late 1970’s particularly were turned upside down as interest rates skyrocketed and many previously-hot assets CRASHED.What STUNNED me was the fact that -- though we can look back now at that change in Federal Reserve policy under then-Chairman Paul Volcker as one of the most abrupt in the central bank’s century in existence -- NOBODY saw fit to do anything but continue to sell the same investment products. As with virtually everyone in the financial industry, you see, I had been trained in selling financial products and generating commissions; not in truly understanding the economy and markets.This experience first taught me that I needed to understand what I have since come to call “The Game” of our fractional reserve banking systemand how it and related factors create often-foreseeable swings inmarkets and asset classes. And it is this knowledge, together with specific, actionable strategies and investment recommendations, that I make available tomy Members on an ongoing basis. (NOTE: An archived version of my signature essay on all this, entitled Understanding the Game, can be accessed onmy web site, at http://nationalinvestor.com/)With this foundation, I am happy to tell you that The National Investor has become recognized as a leading source of credible, understandable information, commentary and investment strategies for individual investors. Often times, our performance has had us at the very top of the rankings put out by the well-known Hulbert Financial Digest, which has covered us since 2000._______________________________________________________________In addition to spending some time at The National Investor web site, you can follow me: On Twitter On Facebook On my YouTube channel
Brad Thomas is a research analyst and he currently writes weekly for Forbes and Seeking Alpha where he maintains research on many publicly-listed REITs. In addition, Thomas is the Editor of the Forbes Real Estate Investor, a monthly subscription-based newsletter. Thomas has also been featured in Forbes Magazine, Kiplinger’s, US News & World Report, Money, NPR, Institutional Investor, GlobeStreet, CNN, Newsmax, and Fox. He is the #1 contributing analyst on Seeking Alpha in 2014, 2015, 2016, and 2017 (based on page views). Thomas has co-authored a book, The Intelligent REIT Investor, and is the author of The Trump Factor: Unlocking The Secrets Behind The Trump Empire (both available on Amazon). Thomas received a Bachelor of Science degree in Business/Economics from Presbyterian College and he is married with 5 wonderful kids.
Since 1984, Stephen Todd has been the editor and publisher of the Todd Market Forecast, a monthly newsletter with emphasis on the stock market, but also with sections about gold, oil, currencies and bonds. Mr. Todd spent a number of years as an engineer in a steel mill before becoming a stock broker with a number of firms, including E.F. Hutton, Bache and Paine Webber. He has published articles on the economy and the stock market in Barron’s, Stock Market Magazine, Futures Magazine, The National Educator and others. His stock market commentary is heard on CNBC, Bloomberg, Associated Press Radio, Business Radio Network, CKNW in Vancouver, British Columbia, KFWB, Los Angeles and ROBTV in Toronto, Ontario.
James Turk is founder and chairman of GoldMoney, which provides a convenient and economical way to buy and sell gold, silver and platinum online using the digital gold currency for which he was awarded four U.S. patents. He has specialized in international banking, finance and investments since graduating in 1969 from George Washington University with a B.A. degree in International Economics. He began his business career with The Chase Manhattan Bank (now J.P. Morgan Chase), with assignments in Thailand, the Philippines and Hong Kong. In 1980, he joined the private investment and trading company of a prominent precious metals trader. He moved to the United Arab Emirates in December 1983 to be appointed Manager of the Commodity Department of the Abu Dhabi Investment Authority, a position he held until resigning in 1987 to begin Freemarket Gold & Money Report.
Mike Turner is an engineer turned entrepreneur with more than 20 years’ experience in systems development and enterprise-level software applications and 15+ years in finance and stock market strategies.
S. A. Advisory recommends low priced NASDAQ and NASDAQ Bulletin Board opportunities that are fundamentally undervalued and underfollowed, midcap higher priced stocks that are out of favor and turn-around situations, and international investment opportunities.
Chris Vermeulen has been involved in the markets since 1997 and is the founder of Technical Traders Ltd. He is an internationally recognized technical analyst, trader, and author of the book: 7 Steps to Win With Logic Through years of research, trading and helping individual traders around the world. He learned that many traders have great trading ideas, but they lack one thing, they struggle to execute trades in a systematic way for consistent results. Chris helps educate traders with a three-hour video course that can change your trading results for the better.
J. Royden Ward has spent his entire career seeking strong investment returns for his clients while keeping risk low. In 1969, he developed a computerized model of stock selection based on formulas created by investment legend—and Warren Buffett mentor—Benjamin Graham, and since 2003, he’s been spreading his wisdom far and wide as chief analyst of Cabot Benjamin Graham Value Investor.
Matthew Warder is Cabot Wealth Network’s Chief Analyst of Cabot Turnaround Letter
Dr. Weiss began his career in 1971 when he founded Weiss Research, dedicated to economic research and evaluating the safety of financial institutions. After working in Japan as a Fulbright Scholar, Dr. Weiss returned to the United States in 1980 to begin issuing ratings on banks and savings institutions. He issued the nation’s first independent insurance ratings in 1989, the nation’s first HMO ratings in 1994, and the nation’s first safety-oriented ratings on stocks in 2001. Unlike major Wall Street rating agencies, Weiss is free of any conflicts of interest, never accepting compensation from the rated companies. That’s why the U.S. Government Accountability Office (GAO) found that Dr. Weiss’s ratings of insurance companies greatly outperformed those of Moody’s, Standard and Poor’s, A.M. Best and others. It’s also probably why a study in the Wall Street Journal reported that his stock ratings outperformed those of all major Wall Street banks and research organizations. Dr. Weiss is a philanthropist and contributor in the field of education. In 1989, he cofounded the Weiss School in Palm Beach Gardens, Florida for gifted students from pre-K through 8th grade, where he currently serves as Chairman of the Board of Trustees. He has also donated to the Campaign to End Child Homelessness as well as other causes. Dr. Weiss has testified several times before Congress, spoken frequently at major educational forums and appeared on most major television networks in the U.S. and overseas. He has presented papers on the economy and financial institutions to the U.S. Senate, U.S. House of Representatives, the National Press Club, the Securities and Exchange Commission, the U.S. Federal Reserve, and others. His educational background is diverse: Dr. Weiss studied economics and finance under the mentorship of his father. He earned a B.A. degree in political science from New York University; a Ph.D. in cultural anthropology from Columbia University; and fluency certifications from the Berlitz School of Languages in various foreign languages, including Cantonese, French, German, Japanese, Mandarin, Portuguese and Spanish.
Nadine Wong has a MBA from Simmons College, Boston, MA. She has accumulated many years of financial experience as an analyst from several industries such as the high tech industry, biotech industry and retail. Nadine also writes a biotech column for Biospace.com.
Dale Woodson, an avid Elliott Wave practitioner, has mastered the keys to Elliott Wave and has been publishing Woodson Wave Report since 1997. Since its inception, Woodson Wave Report has been regarded as one of the top stock market financial newsletters, earning numerous top ten rankings in the near term and long term during both bull and bear markets: #5 Stock market timer for 2009 #2 Stock market timer for 10 year period 1998-2008 #3 Stock market timer for 10 year period 1999-2009 #8 Stock market timer for 8 year period 2001-2009 #10 Stock market timer for 5 year period 2004-2009 #3 Stock market timer for 3 year period 2006-2009
Kelley Wright is the Managing Editor of IQ Trends and the Chief Investment Officer and Portfolio Manager for IQ Trends Private Client Asset Management. Mr. Wright first entered the financial services field in 1984 as a stock broker with stints at both New York Stock Exchange firms and private boutiques. In 1990, he left brokerage to form his own investment management firm. In 2002, he was selected by Geraldine Weiss to succeed her as Editor of Investment Quality Trends. Mr. Wright’s commentaries and stock recommendations have been published in Barron’s, BusinessWeek, The Dick Davis Digest, Dow Jones MarketWatch, The Economist, Forbes, Stock, Futures and Options and other business and financial periodicals. He is a nationally renowned speaker at trade shows and investment conferences, and is a frequent guest and contributor to radio and television. In February, 2010, John A. Wiley & Sons, Inc. published Mr. Wright’s first book, “Dividends Still Don’t Lie.”
Ian Wyatt is an active investor, a well-regarded investment expert and an Internet entrepreneur. He is the Chief Investment Strategist at Wyatt Investment Research, publisher of Top Stock Insights and plays a leading role in each of the company’s investment newsletters and trading services. Ian founded Business Financial Publishing and Wyatt Investment Research in 2001, publishing investment newsletters for individual investors. Since then, the company has evolved into an Internet content company publishing e-letters, special research reports, newsletters, trading services and financial web sites.
Taesik Yoon is the editor of the Forbes Investor and Forbes Special Situation Survey investment newsletters published by the Forbes Investors Advisory Institute (FIAI) Division of Forbes Media LLC. He joined Forbes in January 2000 as an Equity Analyst for the FIAI where he gained over a decade of experience analyzing equities across multiple sectors and industries. He also served as the Associate Editor of the Forbes Investor from June 2004 to July 2010. Mr. Yoon earned a B.S. in Marketing and International Business from the Stern School of Business at New York University and holds the Chartered Financial Analyst designation. His stock selections from the Forbes Investor have been featured on Forbes.com, Yahoo Finance, MSN Money, Seeking Alpha and The Money Show.
Richard C. Young has been on the cover of Money magazine, featured in Forbes and profiled in The Wall Street Journal. For several decades, he was a keynote speaker at many of the major investor conferences around the world. For more than 40 years, he has been helping individual investors. Mr. Young’s investment plan is simple and focused: “Diversification and patience built on a foundation of value and compound interest.” This focus can help you achieve your long-term investment objectives and sleep well at night. With a B.S. degree in investments, he began his investment career in 1964 with Clayton Securities in Boston. In 1978, he founded Young Research & Publishing, Inc. to publish Young’s World Money Forecast. In 1989, Mr. Young founded Richard C. Young & Co., Ltd. to manage portfolios for discerning investors.