Snider Advisors is a SEC-registered Investment Advisor providing clients with investment management and education services based on a yield-driven investment methodology. We teach long-term investors how to take control of their portfolio using a wealth of education, customized tools and client support. Our clients learn to preserve, grow and harvest their retirement savings to become a smarter investment manager now and in the future.
The Snider Investment Method® is a long-term strategy designed to create income off your portfolio. It uses a combination of stock, options and cash, along with specific techniques applied in a specific sequence, to achieve these goals.
The Snider Method has two objectives:
*No permanent loss of capital. The Snider Method has you buy fundamentally sound companies you would be willing to own for long periods of time, even if the price declines. Although the value of your portfolio will experience declines, the rules of the Snider Method never have you sell stock at a loss. The Snider Method also takes several steps to minimize the risk of one of the stocks in your portfolio going bankrupt.
*Consistent monthly cash flow. The goal is to generate a monthly cash flow as close to 1 percent of your total investment as possible. Click here to read more.
Historical Performance
Historical Performance The yields quoted by Snider Advisors are based on a group of accounts we have been able to track and verify, starting in September 2002, through December 2007. The average annualized yield for the entire sample was 14.3% after transaction costs.
Investors in accounts that can borrow on margin had annualized yields 4.7% higher than those in accounts without margin (such as IRA’s). The average for margin accounts was 16.6% and the average for non-margin accounts was 11.9%.
Smaller accounts had annualized yields about 1.3% lower than the retirement-sized accounts (over $250,000).
All terminated accounts are included up to the last completed month. The annualized yield for each month in each account is weighted equally in calculating the average. Click here to read more.
401K Nest Egg
Take this true or false quiz to test your knowledge of 401(k) and other similar plans:
1-The best way to pick mutual funds in your employer-sponsored plan is by looking at their past performance.
2-It is OK to take a loan from your 401(k) because you are paying the interest to yourself.
3-Now that Congress has passed the Pension Protection Act, there is no longer a reason to roll your 401(k) to an IRA as soon as you leave your employer.
4-There is a major tax loophole if I take company stock as an in-kind distribution and pay the taxes when I leave my employer.
Kim shares her thoughts on investing and personal finance every Saturday at noon on Newsradio 1080 KRLD in Dallas-Fort Worth.
DOWNLOAD THE LATEST SHOW
July 12, 2008
Guest: Callers How to Choose a Financial Advisor
Different financial advisors have different priorities and focuses. How do you find the one who best matches your needs? Length: 34:59 MP3:(Hi 128k - Low 24k)
