NOTE TO SUBSCRIBERS WITH ACCOUNTS AT SCHWAB:
It looks like we FINALLY have a way for you to access my Hedged Bond and ROAR Flex models there. Using your existing Schwab accounts. An independent investment advisor I’ve worked with in the past and known for more than 20 years is arranging with his firm to be able to take my model signals from ROAR.PiTrade.com and trade them in Schwab accounts.
On today’s live show (register below), I’ll explain in a bit more detail. And by next Tuesday’s live show (11/3, Election Day in the US), I expect to have him join us live, with the model portfolios in place there. From which point any interested subscribers can arrange with him directly. If you have not previously expressed interest in this, but would like to be alerted when it is all set, email us at info@sungardeninvestment.com.
As for subscribers with Fidelity accounts, once Schwab is set, the same advisor aims to arrange that connection next.

