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Before investing, you should be aware of the risks involved, and take appropriate risk mitigation steps as necessary. Check multiple sources for information prior to investing; do not strictly rely on my articles as there could be errors.
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Affiliates and Sponsors
I don’t have any random ads on this site, because they often show things I don’t support. The last thing I want is a lot of scammy high-fee companies advertising around here.
Most of my business revenue is generated from my own research subscriptions and digital products.
For times when I work with a partner, I hand-pick products and services I personally believe in, most of which I use myself, and give them exposure to my large readership. Most companies don’t compensate me, but others do give me commissions for referrals.
I don’t let this cloud my opinion on which services are the most optimal, and I turn down the vast majority of companies that reach out to me to pitch their products and services. I only recommend what I personally use and personally think is good, and all-combined they constitute only a single-digit percentage of my annual revenue.
These are the companies I currently have an affiliate or sponsor relationship with including active links:
- Amazon (for books or other products)
- Personal Capital
- M1 Finance
- IWC Estate Planning and Management Ltd
- Dividend Growth Investor Newsletter
- Swan Bitcoin (I’m also an independent board director)
- Louis James, Independent Speculator (Lobo Tiggre)
See more about my recommended products and services here.
Premium Terms of Service
The premium research service offers generalized investment information for retail and institutional subscribers.
All of the analysis in each premium research report is presented for informational purposes about investments in general and does not constitute investment advice.
Individuals and institutions have unique circumstances, goals, tax situations, and risk tolerances, so you should consult a certified investment professional and/or do you own due diligence before making investment decisions. Certified professionals can provide individualized investment advice tailored to your unique situation. The research reports are for general investment information only, are not individualized, and as such do not constitute investment advice.
Every effort is made to ensure that the research content in each research report is accurate, but accuracy cannot be guaranteed and all information is presented “as is”. Each report reflects the opinion and research of myself and may contain inaccuracies. Investors should consult multiple sources of information when analyzing investments, and the research service is not intended to be the sole basis on which an investment is made.
Investments may lose value. Investors should use proper diversification and maintain appropriate position sizes when managing their investments.
My personal investments are provided to premium subscribers as part of the premium service, and any potential investments that I make that are new to my portfolios are made after it is disclosed to premium subscribers that such an investment will take place.