Past performance is no guarantee of future results.
Principal Risk: An investment in Exchange Traded Fund (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks: not diversified, the risks of price volatility, competitive industry pressure, international political and economic developments, possible trading halts, index tracking error. There is no guarantee that an All ETF portfolio will perform better than a non-all ETF portfolio. There are increased risks when investing in sector funds or ETFs.
Investors should consider the investment objectives, risks, charges and expenses carefully prior to investing. The prospectus contains this and other information. You can obtain a prospectus from your financial representative. Read carefully before investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.
The statements and opinions of the guests on this segment are not necessarily the views of LPL Financial or Research Financial Strategies.
John F. Reutemann, Jr. (Jack) is a Registered Principal with and securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Research Financial Strategies, a registered investment advisor and separate entity from LPL Financial.
Fox Business, July 7, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Fox Business interviews
SmartMoney.com, June 23, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Sarah Morgan of SmartMoney.com quotes Jack Reutemann Jr., CFP, founder and CEO of Research Financial Strategies, on the struggling economic recovery and interest rates. Reutemann offers that low interest rates continue to be a rare bright spot in a struggling economy, “but the banking community is not translating that to credit being given to the small business community.” He continues, “The banks are not taking a leadership role.”
Forbes.com, June 9, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Miriam Marcus of Forbes.com quotes Jack Reutemann Jr., CFP, founder and CEO of Research Financial Strategies, on the Beige Book report and Ben Bernanke’s statements earlier this week. Reutemann offers that the improvements in the economy have been at best gaunt and that consumers have nothing to get too excited about. “The political bent is to brag about minimal good news and ignore maximum bad news," asserts Reutemann.
CNBC “Squawk on the Street”, June 1, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
CNBC “Squawk on the Street” turns to Jack Reutemann, founder and president of Research Financial Strategies, for his insight regarding top economic concerns affecting investors and where the markets and financial recovery are headed. Reutemann believes that the consumer is suffering from a five year hangover and is still dealing with underemployment, unemployment, foreclosures, and late payments. “I just don’t see anything good out there. The S&P is headed to at least 900, and we are a third of the way into a new 25 percent bear market correction,” asserts Reutemann.
CNBC “Power Lunch,” May 13, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Jack Reutemann, founder and president of Research Financial Strategies, joins CNBC hosts Sue Herera and Dennis Kneale to discuss the roller coaster that is the current economy. Reutemann offers that he’s committing cash to municipal bonds and avoiding the markets at present. He also calls for an explanation for last Thursday’s “flash crash” and that the “uptick rule” should be reconsidered by regulators.
WTTG “Fox 5,” March 29, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Gwen Tolbart of WTTG-TV interviews Jack Reutemann, founder and president of Research Financial Strategies, about how investors should develop a portfolio in today’s market. Reutemann advises investors to be cautious when dealing with the stock market, as well as to understand each individual investment risk. “Now is not the time to just throw your money in the stock market and walk away – it’s time to be cautious,” says Reutemann.
CNBC “Power Lunch,” March 19, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Jack Reutemann, founder and president of Research Financial Strategies, joins CNBC hosts Sue Herera and Tyler Mathisen to discuss the current stock market state. Reutemann offers that the market is currently experiencing a broad market rally because various market indexes are out performing the Dow Jones, which has experienced a nine day winning streak. “I’m really excited to see midcap 400 and small-cap 600 outperforming the Dow by such a huge margin,” Reutemann adds.
NewsChannel 8, March 10, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
NewsChannel 8 co-hosts Natasha Barrett and Doug Mckelway turn to Jack Reutemann, founder and president of Research Financial Strategies, on the low percentage of Americans ready to retire. Reutemann explains that investment advisors’ biggest competition lies in the automobile dealer, travel agent and private school tuition, due to the fact that people spend their money in these sectors rather than saving for retirement. “People do have the ability to make a choice and there are people out there who could be putting 6 to 8 to 10,000 dollars a year into their retirement plan but they choose not to,” Reutemann says.
Washington SmartCEO, March 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Jeanine Clingenpeel of Washington SmartCEO quotes Jack Reutemann, founder and president of Research Financial Strategies, on the impact of customer referrals. Reutemann offers his thoughts on upgrading client communication. “Referral is a negative word. Take the words ‘customer referral’ out of your dictionary and replace it with ‘client recommendation…When you use the words customer referral, people immediately downgrade,” says Reutemann.
CNBC “Squawk on the Street,” March 3, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
CNBC host Mark Haines discusses market optimism with Jack Reutemann, founder and president of Research Financial Strategies. Reutemann discusses his cautious optimism and offers his thoughts on the current market correction and the issues holding back stock market growth, including a high unemployment rate, lack of business credit and high foreclosure rates.
CNBC “The Call,” February 5, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Larry Kudlow and Trish Regan of CNBC “The Call” speak with Jack Reutemann, founder and president of Research Financial Strategies, on the recent release of the employment report. Jack stresses the concept that while the jobless rate is declining, which will help housing, the lack of credit is the real issue. “The real problem is the lack of credit; small businessmen can’t get credit, consumers can’t get credit,” Reutemann says.
CNNMoney.com, January 26, 2010 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Alexandra Twin of CNNMoney.com quotes Jack Reutemann, founder and president of Research Financial Strategies, on the questions surrounding whether Federal Chairman Ben Bernanke’s term will be renewed. Reutemann discusses how the worries that Bernanke did not have enough Senate votes have lessened this week. “There's an easing of people's minds this week with respect to Bernanke and that's helping, although some people would still like to get rid of him,” says Reutemann.
FoxBusinessLive.com, December 24, 2009
Charles Payne of FoxBusinessLive.com calls upon Jack Reutemann, founder and president of Research Financial Strategies, to answer viewers’ stock market questions. Reutemann recommends that all investors exercise extreme caution, employ a disciplined stop-loss system and develop a risk management strategy in 2010. “Most investors do not have a risk management strategy and they’re not preparing themselves for the next market correction,” says Reutemann.
Bankrate.com, December 15, 2009 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Sheyna Steiner of Bankrate.com quotes Jack Reutemann, founder and president of Research Financial Strategies, in an article about securing long-term financial success and prosperity. Reutemann stresses the importance of developing good saving habits at a young age. “One of the lessons we try to teach young people is that the savings curve is not linear; it’s geometric,” says Reutemann. “To save for retirement, if you wait until 35, you have to double the money you would have had to save if you started at 25.”
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Yahoo Finance, December 15, 2009
InvestmentNews, November 29, 2009 – MUST READ DISCLOSURE ABOVE BEFORE CLICKING ON LINK
Lisa Shidler of InvestmentNews quotes Jack Reutemann, founder and president of Research Financial Strategies, in an article about the significance of office décor. Reutemann offers that office décor should have personality. He adds that he wants his lobby to be comfortable and free of cumbersome stock charts. “What they’re seeing is a warm, friendly environment,” says Reutemann. “The typical broker has all of these bad-news charts on their walls.”