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Uncommon Research

“I wanted to tell you how fortunate I feel to have found your research site.  It’s a breath of fresh air over most services that do shallow analysis.”

 Michael V. Addessi, Financial Advisor, New Port Richey FL

AFS uses state-of-the-art investment software to gather a wide array of specific data that you can use to promote, develop or prove your investment philosophy and presentation.  This uncommon research leads to uncommonly good results.  AFS's methodical approach is designed to test a hypothesis or answer a specific question.  Finding a definitive investment answer is the central goal of our process.  You can view our complete list of posted research topics and findings by clicking on the research library , then viewing the list on the left.

One-of-a-Kind Mutual Fund Report Cards

“As a premium subscriber to Morningstar, I can tell you without question your stuff is better than Morningstar.” — Ken Ziesenheim, Raymond James Financial, Sebring FL

Over the years, our founder and president Jeff McTague has witnessed the performance failure of most firm's recommended fund lists, as well as those fund recommendations of the financial press.  He felt the main cause of these failings was the fund selection's over dependence on past performance, and our research proves that even successful long-term past performance fails to predict future success more than 50% of the time.

However, we did find that successful funds possessed common traits outside of return performance.  We focus on 11 common traits outside of return performance, and we use these traits to produce an annual in-category report card and overall score on over 6,600 funds in 92 fixed income and equity categories.  With our fund report cards, for the first time ever, you will know exactly why you should select or avoid any fund under consideration.

Successful Buy and Sell Analysis

“Thank you!  Thank you!  Because of your fundelert, my phone is not ringing off the hook.” – Bob Decker

Investors are convinced that the traditional buy and hold investment strategy is dead.  Even strategic asset allocation strategies have failed to deliver expected returns in this market.  Jeff McTague sees flaws in the typical theoretical rationale for buy and hold investing and are promoting a more active management approach, one that better serves the needs of AFS subscribers and their clients.  Don’t wait for a client revolt before making the change to active management.  But what active management strategy should you use?

AFS conducted intense research of the stock market dating to 1926 and created a formula to actively manage the buy/sell decisions.  Since its implementation in 1997, the results have been remarkable.   Our version of risk management is simply to minimize losses in bear markets so that we can be better positioned to take advantage of the following bull markets.

Continuing Education with Real Value

“Your value-added content and humorously-laden personality are qualities, frankly, that I would have paid my personally hard-earned $U.S. to experience under any and all continuing education circumstances.” – James F. Mohar, Managing Director, J.F. Mohar Investments, Cary  NC commenting on the continuing education offerings of our president Jeff McTague.

There are more than 4,000 continuing education providers.  Most of them have one thing in common – they will bore you to death!  After listening to complaints for years, we began offering our own CE classes in 1988.  They are both informative and entertaining.  You may schedule a class in your office, join one in your city or have your continuing education delivered online.

Entertaining Lectures and Client Seminars

“Yours was the VERY BEST seminar I’d attended since entering the business in 1996!  I meant it then, and I still mean it now.”─ James F. Mohar, Financial Advisor, Cary NC
After hearing numerous complaints, noted fund expert Jeff McTague began teaching his own CE classes in 1988, using an engaging approach to deliver concise, insightful information to his students. Mixing an animated delivery style with pertinent graphics and crystal-clear examples, Jeff has created a fresh approach to CE classes, one that has led to strong word-of-mouth recommendations from professionals at top firms like Wells Fargo Advisors, Raymond James and UBS.


“In terms of making a positive impact on my business, Jeff McTague’s philosophy and process is the single best presentation I have seen in my 22 years as a financial consultant.”

— JoLynn Free, First Vice President — RBC Wealth Management, Austin TX
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