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Weiss Research publishes a free
daily e-letter, monthly newsletters, and premium
services as follows:
Daily
E-Letter |
In 2005, Weiss Research launched its first free
daily e-letter, Money
and Markets to better educate, inform and update investors
regarding current world and market events that can impact their
money. |
Monthly
Newsletters |
Weiss Research publishes monthly newsletters with the goal of
empowering investors with the tools, information and recommendations
they need to make more informed investment decisions. These include: |
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Safe Money Report, edited by Martin
D. Weiss, for safety-conscious investors. |
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Real
Wealth Report, edited by Lawrence
Edelson, dedicated primarily to investments in natural resources. |
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Asia Stock Alert, edited by Tony
Sagami, designed
to introduce U.S. investors to investments and companies
in Asia traded on U.S. exchanges. |
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Dividend Superstars, edited by Nilus Mattive,
for income-oriented investors seeking companies paying the
most reliable dividends. |
Premium
Services |
For a smaller group of sophisticated investors that have already
subscribed to its other publications, Weiss also offers Premium
Services with more frequent trading recommendations. These publications
include, among others: |
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Energy Options Alert edited by Lawrence
Edelson. |
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Gold Trader Hotline edited by Lawrence
Edelson. |
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Interest Rate and Currency Trader edited by Michael
Larson. |
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ETF Power Trader edited by Martin Weiss and Ron
Rowland. |
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International ETF Trader, edited by Martin
Weiss and Ron Roland. |
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Global ETF Options Trader, edited by Michael
Larson. |
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Red-Hot Canadian Small-Caps, edited by Sean
Brodrick. |
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Red-Hot Global Small-Caps, edited by Sean
Brodrick. |
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For more details on premium services,
see below. |
Standards
of Practice and
Business Model of
Weiss Premium Services |
| Weiss Research began publishing Premium
Services in 1992 to provide investors with a tool for more aggressive
investing, while strictly limiting risk to the amount invested. |
| About Options |
Since inception, Weiss Research’s Premium Services have
been based on the following model:
- Weiss Research's Premium Services recommend primarily
the purchase of equity options, limiting
the investor's risk strictly to the amount invested.
- Weiss Research recommends that no more than 10% of an
investor's liquid assets be used for trading based upon its
Premium Services, with most of the balance allocated to conservative
investments.
- Weiss Research provides substantial educational material
on options, including full disclosure to subscribers regarding
the related risks, with the following statements in all of
the literature received by new subscribers to Premium Services
related to options:
- "The expected market move in the stock has to happen —
or at least get underway — before the option expires.
Otherwise, the option can expire worthless, and you will
lose the entire amount you invested in that option.
- "80% of all options expire worthless, whether puts or
calls. Our job is to help you reduce that percentage."
- "If you currently require all, or nearly all, of your
capital to generate the income you need to live on, this
program is not for you. Also, you should not use funds allocated
to health care, long-term care, college tuition or similar
basic needs."
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Broker/
Dealers |
Weiss Research has never accepted, and does not accept, compensation
of any kind from broker dealers for referrals, and Weiss Research
employees who do so are subject to immediate termination. Weiss
Research does not recommend brokers but may occasionally provide
investors with educational information and statistical data on
brokerage firms to help them choose a broker that can best meet
their needs. |
| Customer Service |
Weiss Research’s customer service representatives are
available to provide meaningful and courteous assistance to Weiss
Research newsletters subscribers. Although they are not permitted
to provide individual investment advice, they seek to answer all
questions regarding subscriptions and general investment information.
Weiss Research customer service staff receive regular training
regarding FTC
telemarketing regulations, the DMA
Code of Ethics and the Weiss
Group Code of Ethics. Before taking a subscription order over
the phone, they are required to disclose the risks of any speculative
investments to each potential Premium Services subscriber. |
| Customers |
Premium Service customers typically have many years of investment
experience and substantial liquid assets. According to a 2003
survey of Weiss Premium Service subscribers, 91.5% have attended
college, 81.6% have more than five years of experience investing
in stocks, and 90.7% have more than one year of experience with
options. Their median liquid assets is approximately $400,000. |
| FTC and SEC |
Weiss Research is strictly a publisher regulated by the Federal
Trade Commission (FTC). Weiss Research was formerly registered
with the Securities and Exchange Commission (SEC). However, in
response to the 1985 Supreme Court decision in Lowe vs. SEC, in
which most publishers were deemed exempt from registration with
the SEC, many investment newsletter publishers, including Weiss
Research, allowed their registrations to lapse. |
| Marketing |
Weiss Research has marketed its Premium Services almost exclusively
to investors who have previously subscribed to its print newsletters
and other publications, including substantial educational information
regarding the risks of investing. |
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