the latest updates for ISI's subscriber clients, free market-beating model & investor resource center, and strategies for personal growth & community service that extend beyond money

Backgrounder - About ISI
Covers ISI's 27+ year history, this section includes graphic and numeric reports tracking ISI's successful results as an SEC registered investment advisor from 1982-2002, our risk-management approach to the financial markets and our philosophy for money and beyond.   

ISI's Market-Beating Mathematical Models for Subscriber Clients
Since 2002 ISI has focused on economic modeling providing proprietary mathematical stock market related modeling services. This link provides access to the latest update & recommended strategy for current ISI subscriber clients, password required, to ISI's Global Macro-Market Indicator and related Risk Adjusted Model.  It also offers access to ISI's mathematical models under license to Investment Programs LLC, a federally covered SEC registered investment advisor.  (Internet link to Investment Programs LLC or IP's website.)

Educational Outreach encompasses ISI's public speaking services.  Tapping over 30-years of Wall Street experience, keynotes, classes and seminars show investors often overlooked methods how to be & find the best  investment managers.  Sessions include three proven, diverse and easy to implement methods to create & self-manage a market-beating portfolio with managed risk.  Training workshops for investment fiduciaries focus on the application of ISI's mathematical models and strategies developed from ISI's 20-years of superior management results as an SEC registered investment advisor.

ISI's Investor Education & Resource Center

Click here for access to ISI's newsletter, Market Observations by rls.  (publication pending)

Free Weekly Strategy Model Update
provides latest strategy update for ISI's free, time-tested, market-beating, basic mathematical model. This model, called W2040, is an easy to understand and manage objective model.  It's an illustration of how a disciplined risk-adjusted approach to stock market allocation can outperform the benchmark stock market index, and with reduced risk.  As of 6/12/2009, this basic model has outperformed its benchmark by 4.63x over the 109+ year period from inception in January 1900.  From the market cycle top in March 2000, W2040 has also outperformed the stock market benchmark.  Update includes the latest allocation for ISI's W2040 Model and easy to follow guidelines.

Investor Internet Resource Links
is presented as a part of ISI's community service activities, this section contains direct website links to respected Internet resources for investment related matters. See current list of top-three yielding money market mutual funds, and a FDIC insured saving account yielding 1.55% with no service fees or minimum balance requirements. By contrast, the average money market fund's 7-day annualized compounded yield is 0.58% ($10k min.) for taxable funds as of 6/12/2009.

Beyond Money. . .

CONNECTIONS by rs
is a person-to-person network extending a helping hand, encouraging words and good deeds with the act of giving its own reward.  The goal here is to share resources and offer inspiration for others to extend similar grants to people of their choosing.  Each resource listed includes a link to download a PDF print and shared ideas relating to its use within CONNECTIONS by rs.  Access is available via password which is provided free.