The Beginning of an Era

Welcome!!! This is the first post of the new ZepInvest Blog and my name is Victor J. Alfieri. I am here to help point you in the direction of the over 70 newsletters we have at our fingertips. Each day we will focus on a different area of the financial markets and suggest several of our newsletters to help you make decisions in reference to your portfolio.

You will not read analysis or opinion from me. There are way too many people here much more gifted and intelligent than me that you should be paying attention to. To put you at ease as to whether I know what you want to read, have no fear!!! I have over eleven years experience in the financial services industry. I have worked for mutual fund companies, wirehouses and currently am employed at a small regional firm. I have been in client services, compliance, management and even worked as a financial advisor. I also have an English degree, which makes me slightly dangerous.

So where do we start? With equities of course!!! Richard Schwartz’s Principles of the Stock Market is in its nineteenth year of publication. Schwartz provides commentary on the economy, the stock market, the overall big picture and provides a portfolio strategy. This edition, “What You Believe About This Rally,” discusses how the eight month run in the market still seems to have legs despite the statistical data showing otherwise. 

The Common Sense Investment Newsletter written by Joseph Klock provides a “Common Sense” portfolio as well as insights and commentary. He has a list of “Common Sense Bullets for November 2009.” One piece of advice is “remember to do the opposite of what the masses are doing at the moment.” As simple as that advice is, it is truly amazing how we all tend to default to “herd mentality.” It is those that can separate from the pack that generally take advantage. 

The Direct Investing newsletter gives you a lot of great information in one piece. It lists M&A activity, corporate stock buyback programs, stock split info as well as commentary. Focused on dollar cost averaging, it lists several stock ideas for investors to diversify their portfolios a few dollars at a time. They have several stock picks as well as a portfolio to follow. Go take a look.

There you have it, three publications to start. Tomorrow I will look at the bond markets and find some insight for you. I hope over time this will help benefit each and every one of you and your portfolios. If you have any ideas or questions, please comment here. We’d love to hear from you. Until then, good luck.

For more information, go to http://www.zepinvest.com.

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