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<p>See below to check some FAQ's from existing and potential subscribers</p>
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<!-- wp:uagb/faq {"block_id":"5acdb6ed","overallBorderTopWidth":1,"overallBorderLeftWidth":1,"overallBorderRightWidth":1,"overallBorderBottomWidth":1,"overallBorderTopLeftRadius":2,"overallBorderTopRightRadius":2,"overallBorderBottomLeftRadius":2,"overallBorderBottomRightRadius":2,"overallBorderStyle":"solid","overallBorderColor":"#D2D2D2"} -->
<div class="wp-block-uagb-faq uagb-faq__outer-wrap uagb-block-5acdb6ed uagb-faq-icon-row uagb-faq-layout-accordion uagb-faq-expand-first-true uagb-faq-inactive-other-true uagb-faq__wrap uagb-buttons-layout-wrap uagb-faq-equal-height" data-faqtoggle="true" role="tablist"><!-- wp:uagb/faq-child {"block_id":"aee096d4","question":"How often is the InvesTech Newsletter published?","answer":"Our market letter is published on the third Friday of each month and we have market insights, hotline updates, and economic trend updates throughout the week between market letters."} -->
<div class="wp-block-uagb-faq-child uagb-faq-child__outer-wrap uagb-faq-item uagb-block-aee096d4" role="tab" tabindex="0"><div class="uagb-faq-questions-button uagb-faq-questions"><span class="uagb-icon uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M432 256c0 17.69-14.33 32.01-32 32.01H256v144c0 17.69-14.33 31.99-32 31.99s-32-14.3-32-31.99v-144H48c-17.67 0-32-14.32-32-32.01s14.33-31.99 32-31.99H192v-144c0-17.69 14.33-32.01 32-32.01s32 14.32 32 32.01v144h144C417.7 224 432 238.3 432 256z"></path></svg></span><span class="uagb-icon-active uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M400 288h-352c-17.69 0-32-14.32-32-32.01s14.31-31.99 32-31.99h352c17.69 0 32 14.3 32 31.99S417.7 288 400 288z"></path></svg></span><span class="uagb-question">How often is the InvesTech Newsletter published?</span></div><p class="uagb-faq-content">Our market letter is published on the third Friday of each month and we have market insights, hotline updates, and economic trend updates throughout the week between market letters.</p></div>
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<!-- wp:uagb/faq-child {"block_id":"d1218ef5","question":"What makes InvesTech different from other market analysis firms?","answer":"Instead of focusing on high short term gains, we focus on long term low risk gains. Our goal is to empower you to build resilient wealth, regardless of market conditions."} -->
<div class="wp-block-uagb-faq-child uagb-faq-child__outer-wrap uagb-faq-item uagb-block-d1218ef5" role="tab" tabindex="0"><div class="uagb-faq-questions-button uagb-faq-questions"><span class="uagb-icon uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M432 256c0 17.69-14.33 32.01-32 32.01H256v144c0 17.69-14.33 31.99-32 31.99s-32-14.3-32-31.99v-144H48c-17.67 0-32-14.32-32-32.01s14.33-31.99 32-31.99H192v-144c0-17.69 14.33-32.01 32-32.01s32 14.32 32 32.01v144h144C417.7 224 432 238.3 432 256z"></path></svg></span><span class="uagb-icon-active uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M400 288h-352c-17.69 0-32-14.32-32-32.01s14.31-31.99 32-31.99h352c17.69 0 32 14.3 32 31.99S417.7 288 400 288z"></path></svg></span><span class="uagb-question">What makes InvesTech different from other market analysis firms?</span></div><p class="uagb-faq-content">Instead of focusing on high short term gains, we focus on long term low risk gains. Our goal is to empower you to build resilient wealth, regardless of market conditions.</p></div>
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<!-- wp:uagb/faq-child {"block_id":"465327f5","question":"Does InvesTech provide money management for individual accounts?","answer":"InvesTech Research is not a money manager. We do not handle money for subscribers, are not SEC regulated, and cannot give individual investment advice. However, our sister company Stack Financial Management (link) is a money manager that shares our “Safety-First” philosophy. Stack Financial Management was incorporated in 1994 in response to demand from InvesTech subscribers for personal portfolio management. SFM is separate and independent of InvesTech Research, yet employs the same safety-first philosophy and technical indicators developed by InvesTech over three decades ago.\u003cbr\u003eProfessional money management services are available for individual clinets, corporations, trsuts, and retirement accounts. Clients may choose between the Capital Appreciation and Value \u0026amp; Dividend portfolios designed to meet the client’s specific objectives. The minimum balance required to open an account is $750,000 in cash or securities. Click here for more information."} -->
<div class="wp-block-uagb-faq-child uagb-faq-child__outer-wrap uagb-faq-item uagb-block-465327f5" role="tab" tabindex="0"><div class="uagb-faq-questions-button uagb-faq-questions"><span class="uagb-icon uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M432 256c0 17.69-14.33 32.01-32 32.01H256v144c0 17.69-14.33 31.99-32 31.99s-32-14.3-32-31.99v-144H48c-17.67 0-32-14.32-32-32.01s14.33-31.99 32-31.99H192v-144c0-17.69 14.33-32.01 32-32.01s32 14.32 32 32.01v144h144C417.7 224 432 238.3 432 256z"></path></svg></span><span class="uagb-icon-active uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M400 288h-352c-17.69 0-32-14.32-32-32.01s14.31-31.99 32-31.99h352c17.69 0 32 14.3 32 31.99S417.7 288 400 288z"></path></svg></span><span class="uagb-question">Does InvesTech provide money management for individual accounts?</span></div><p class="uagb-faq-content">InvesTech Research is not a money manager. We do not handle money for subscribers, are not SEC regulated, and cannot give individual investment advice. However, our sister company Stack Financial Management (link) is a money manager that shares our “Safety-First” philosophy. Stack Financial Management was incorporated in 1994 in response to demand from InvesTech subscribers for personal portfolio management. SFM is separate and independent of InvesTech Research, yet employs the same safety-first philosophy and technical indicators developed by InvesTech over three decades ago.<br>Professional money management services are available for individual clinets, corporations, trsuts, and retirement accounts. Clients may choose between the Capital Appreciation and Value &amp; Dividend portfolios designed to meet the client’s specific objectives. The minimum balance required to open an account is $750,000 in cash or securities. Click here for more information.</p></div>
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<!-- wp:uagb/faq-child {"block_id":"3b1c89f3","question":"How do I utilize the Model Fund Portfolio?","answer":"Determine your invested allocation, refer to the InvesTech model fund portfolio, adjust your portfolio to align with the model fund. Purchases after our initial recommendations must be made at your discretion, but we recommend phasing into the market over approximately 2 months. See “How to Use the Model Fund Portfolio” for more information."} -->
<div class="wp-block-uagb-faq-child uagb-faq-child__outer-wrap uagb-faq-item uagb-block-3b1c89f3" role="tab" tabindex="0"><div class="uagb-faq-questions-button uagb-faq-questions"><span class="uagb-icon uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M432 256c0 17.69-14.33 32.01-32 32.01H256v144c0 17.69-14.33 31.99-32 31.99s-32-14.3-32-31.99v-144H48c-17.67 0-32-14.32-32-32.01s14.33-31.99 32-31.99H192v-144c0-17.69 14.33-32.01 32-32.01s32 14.32 32 32.01v144h144C417.7 224 432 238.3 432 256z"></path></svg></span><span class="uagb-icon-active uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M400 288h-352c-17.69 0-32-14.32-32-32.01s14.31-31.99 32-31.99h352c17.69 0 32 14.3 32 31.99S417.7 288 400 288z"></path></svg></span><span class="uagb-question">How do I utilize the Model Fund Portfolio?</span></div><p class="uagb-faq-content">Determine your invested allocation, refer to the InvesTech model fund portfolio, adjust your portfolio to align with the model fund. Purchases after our initial recommendations must be made at your discretion, but we recommend phasing into the market over approximately 2 months. See “How to Use the Model Fund Portfolio” for more information.</p></div>
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<!-- wp:uagb/faq-child {"block_id":"85f0ef10","question":"How much does a subscription to InvesTech cost?","answer":"We have a variety of subscription terms to best fit your current needs. We offer a 6 month subscription for $99, 1-year for $175, 2-years for $299, and 3-years for $399."} -->
<div class="wp-block-uagb-faq-child uagb-faq-child__outer-wrap uagb-faq-item uagb-block-85f0ef10" role="tab" tabindex="0"><div class="uagb-faq-questions-button uagb-faq-questions"><span class="uagb-icon uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M432 256c0 17.69-14.33 32.01-32 32.01H256v144c0 17.69-14.33 31.99-32 31.99s-32-14.3-32-31.99v-144H48c-17.67 0-32-14.32-32-32.01s14.33-31.99 32-31.99H192v-144c0-17.69 14.33-32.01 32-32.01s32 14.32 32 32.01v144h144C417.7 224 432 238.3 432 256z"></path></svg></span><span class="uagb-icon-active uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M400 288h-352c-17.69 0-32-14.32-32-32.01s14.31-31.99 32-31.99h352c17.69 0 32 14.3 32 31.99S417.7 288 400 288z"></path></svg></span><span class="uagb-question">How much does a subscription to InvesTech cost?</span></div><p class="uagb-faq-content">We have a variety of subscription terms to best fit your current needs. We offer a 6 month subscription for $99, 1-year for $175, 2-years for $299, and 3-years for $399.</p></div>
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<!-- wp:uagb/faq-child {"block_id":"53dd3a77","question":"What does a subscription include?","answer":"A subscription includes full access to our online subscriber library and tools as well as our monthly market letter publication provided either via print or digitally."} -->
<div class="wp-block-uagb-faq-child uagb-faq-child__outer-wrap uagb-faq-item uagb-block-53dd3a77" role="tab" tabindex="0"><div class="uagb-faq-questions-button uagb-faq-questions"><span class="uagb-icon uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M432 256c0 17.69-14.33 32.01-32 32.01H256v144c0 17.69-14.33 31.99-32 31.99s-32-14.3-32-31.99v-144H48c-17.67 0-32-14.32-32-32.01s14.33-31.99 32-31.99H192v-144c0-17.69 14.33-32.01 32-32.01s32 14.32 32 32.01v144h144C417.7 224 432 238.3 432 256z"></path></svg></span><span class="uagb-icon-active uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M400 288h-352c-17.69 0-32-14.32-32-32.01s14.31-31.99 32-31.99h352c17.69 0 32 14.3 32 31.99S417.7 288 400 288z"></path></svg></span><span class="uagb-question">What does a subscription include?</span></div><p class="uagb-faq-content">A subscription includes full access to our online subscriber library and tools as well as our monthly market letter publication provided either via print or digitally.</p></div>
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<!-- wp:uagb/faq-child {"block_id":"8c8960b7","question":"How does InvesTech select ETFs and Mutual Funds to recommend?","answer":"In choosing ETFs, we follow these basic criteria: The ETF should have at lease $200 million in assets and adequate trading liquidity. It should also hold all or most of the securities in the index it is designed to follow, and it should have at least a 5-year track record. Additionally, we choose funds that are sponsored by industry leaders and have expense ratios of less than the industry average of 0.6%.\u003cbr\u003eThe first criterion for mutual funds is a performance record which ranks among the top funds in its category. In addition, the fund should be no-load or low-load and easily switchable online or over the phone either directly through a fund family or through a brokerage service such as Charles Schwab or Fidelity. We also look at the fund’s size, annual portfolio turnover, and expense ratio, among other attributes."} -->
<div class="wp-block-uagb-faq-child uagb-faq-child__outer-wrap uagb-faq-item uagb-block-8c8960b7" role="tab" tabindex="0"><div class="uagb-faq-questions-button uagb-faq-questions"><span class="uagb-icon uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M432 256c0 17.69-14.33 32.01-32 32.01H256v144c0 17.69-14.33 31.99-32 31.99s-32-14.3-32-31.99v-144H48c-17.67 0-32-14.32-32-32.01s14.33-31.99 32-31.99H192v-144c0-17.69 14.33-32.01 32-32.01s32 14.32 32 32.01v144h144C417.7 224 432 238.3 432 256z"></path></svg></span><span class="uagb-icon-active uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M400 288h-352c-17.69 0-32-14.32-32-32.01s14.31-31.99 32-31.99h352c17.69 0 32 14.3 32 31.99S417.7 288 400 288z"></path></svg></span><span class="uagb-question">How does InvesTech select ETFs and Mutual Funds to recommend?</span></div><p class="uagb-faq-content">In choosing ETFs, we follow these basic criteria: The ETF should have at lease $200 million in assets and adequate trading liquidity. It should also hold all or most of the securities in the index it is designed to follow, and it should have at least a 5-year track record. Additionally, we choose funds that are sponsored by industry leaders and have expense ratios of less than the industry average of 0.6%.<br>The first criterion for mutual funds is a performance record which ranks among the top funds in its category. In addition, the fund should be no-load or low-load and easily switchable online or over the phone either directly through a fund family or through a brokerage service such as Charles Schwab or Fidelity. We also look at the fund’s size, annual portfolio turnover, and expense ratio, among other attributes.</p></div>
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<!-- wp:uagb/faq-child {"block_id":"2a5399bc","question":"Does InvesTech recommend any individual stocks?","answer":"An occasional “Stock in the Spotlight” article published in the newsletter provides investment ideas for subscribers wishing to invest in individual equities."} -->
<div class="wp-block-uagb-faq-child uagb-faq-child__outer-wrap uagb-faq-item uagb-block-2a5399bc" role="tab" tabindex="0"><div class="uagb-faq-questions-button uagb-faq-questions"><span class="uagb-icon uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M432 256c0 17.69-14.33 32.01-32 32.01H256v144c0 17.69-14.33 31.99-32 31.99s-32-14.3-32-31.99v-144H48c-17.67 0-32-14.32-32-32.01s14.33-31.99 32-31.99H192v-144c0-17.69 14.33-32.01 32-32.01s32 14.32 32 32.01v144h144C417.7 224 432 238.3 432 256z"></path></svg></span><span class="uagb-icon-active uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M400 288h-352c-17.69 0-32-14.32-32-32.01s14.31-31.99 32-31.99h352c17.69 0 32 14.3 32 31.99S417.7 288 400 288z"></path></svg></span><span class="uagb-question">Does InvesTech recommend any individual stocks?</span></div><p class="uagb-faq-content">An occasional “Stock in the Spotlight” article published in the newsletter provides investment ideas for subscribers wishing to invest in individual equities.</p></div>
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<!-- wp:uagb/faq-child {"block_id":"2c3d2c46","question":"What is the historical performance of the model fund portfolio?","answer":"We release the performance of the model fund portfolio in quarterly reports. If you would like the most recent report please fill out a contact us from and we’ll be happy to email it to you."} -->
<div class="wp-block-uagb-faq-child uagb-faq-child__outer-wrap uagb-faq-item uagb-block-2c3d2c46" role="tab" tabindex="0"><div class="uagb-faq-questions-button uagb-faq-questions"><span class="uagb-icon uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M432 256c0 17.69-14.33 32.01-32 32.01H256v144c0 17.69-14.33 31.99-32 31.99s-32-14.3-32-31.99v-144H48c-17.67 0-32-14.32-32-32.01s14.33-31.99 32-31.99H192v-144c0-17.69 14.33-32.01 32-32.01s32 14.32 32 32.01v144h144C417.7 224 432 238.3 432 256z"></path></svg></span><span class="uagb-icon-active uagb-faq-icon-wrap"><svg xmlns="https://www.w3.org/2000/svg" viewBox="0 0 448 512"><path d="M400 288h-352c-17.69 0-32-14.32-32-32.01s14.31-31.99 32-31.99h352c17.69 0 32 14.3 32 31.99S417.7 288 400 288z"></path></svg></span><span class="uagb-question">What is the historical performance of the model fund portfolio?</span></div><p class="uagb-faq-content">We release the performance of the model fund portfolio in quarterly reports. If you would like the most recent report please fill out a contact us from and we’ll be happy to email it to you.</p></div>
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