Smart Investor

Smart Investor is a confidential personalized financial report available only through public television.  Smart Investor takes an in depth look at your investment needs. 

Heres how Smart Investor works:  Shortly after you make your contribution to your public television station, you will receive your Smart Investor questionnaire.  The questions are easy to answer and it takes only about a half hour to complete the questionnaire. When you do, simply send it to my office in Boston.  Within three weeks of receiving your questionnaire, you will receive your personalized Smart Investor report.  No two Smart Investor reports are alike since everyones financial and investment situations are different.  It all depends on your own financial status and needs.  And Smart Investor works no matter what your age, family status, or investment status or experience may be. 

Your personalized Smart Investor report will range anywhere from 25 to 40 pages in length, depending on your investment situation.  While each report is unique, yours will show you how to diversify your investments for each type of investment account you have retirement, taxable, and education accounts.  It will also recommend specific no-load mutual funds for both your taxable and retirement accounts.  Each fund is especially selected according to your age, money available to invest, tax status, and risk profile.  Another popular feature is the investment hierarchy that shows the best places to invest your money in the future, based on your own unique circumstances.  The beauty of Smart Investor is that the guidance it provides even the mutual fund recommendations are based entirely on your own investment status.  And it works even if youre just starting out with your investing.

All information is kept strictly confidential.  By the way, Smart Investor is completely different from Smart Planner so most people take advantage of both.  No matter what your financial situation may be, these valuable, personalized reports will help you achieve a better financial future.  But please keep in mind that I make Smart Investor (and Smart Planner) available only to individuals and families who support their public television stations.

 
 
 
 

There are two ways to order Smart Investor: 

  • Your local public television station deserves and needs your financial support. Contact your local public television station directly.  If you want to email them or need to know the station's phone number, you can find it on the PBS web site:

    http://www.pbs.org

     

  • If your local station isn't offering Smart Investor the following stations do offer Smart Investor on their websites.  (If the web addresses listed below do not take you directly to the page containing Smart Investor, scan the page for a link to "membership" or "store" which should get you to the correct page):

 

STATION

CITY / STATE

WEBSITE

WGBH - BOSTON

Boston, Massachusetts

 

http://www.wgbh.org/support/pledge/

DPTV - DETROIT

Detroit, Michigan

 

OPB - OREGON

Portland, Oregon

 

http://www.opb.org/support/pledge/gifts.php#pond

WETA- Washington,D.C.

Washington, D.C.

https://www2.weta.org/

 

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