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Frequently Asked Questions

 

  1. What is Investment U?
  2. How does Investment U work?
  3. Who writes for the Investment U e-letter?
  4. What does Investment U offer?
  5. What do I receive a part of my subscription to Investment U?
  6. How do I contact Investment U?
  7. How do I sign up for the Investment U e-letter?
  8. Does Investment U offer individual investment advice?
  9. What are the advertisements on Investment U?


What is Investment U?

The journey from financial literacy to financial liberty starts here with real advice from real experts for real investors. Investment U is a website with a daily Investment U e-letter that seeks to answer the question, “How do I obtain true financial freedom?” We generate and curate the most actionable and timely investment information from credible experts with more than 250 years of collective experience.

Although its contributors have decades of experience in the financial markets, Investment U does not provide personal investment advice, offer brokerage services or manage money.


How does Investment U work?

  1. Visit InvestmentU.com for the latest investment information, published multiple times per day.
  2. Sign up for our free Investment U e-letter at any time.
  3. Six times a week you’ll receive the latest articles and educational information right to your inbox.
  4. To get more of exactly what you want to hear, you can also choose to follow free e-letters from some of the top investment specialists featured on Investment U. We don’t shy away from any sector or investment strategy, offering expert analysis on everything from dividend raisers and momentum stocks to startup investing and cryptocurrencies. Whatever your interests or experience level, there’s something for every type of investor at Investment U.
  5. Should you ever wish to discontinue your subscription, every issue provides an unsubscribe link at the bottom. Simply click on it and your name will be removed from our subscription list immediately.
  6. Otherwise, you’re free to enjoy Investment U for as long as you’d like, free of charge. Good investing!


Who writes for the Investment U e-letter?

We don’t limit ourselves to one voice here at Investment U. If we come across expert analysis on a certain financial topic, we won’t hesitate to republish it with permission. Here are a few experts you’ll come to see regularly:

  • Alexander Green

An expert on momentum investing, value investing and investing based on insider activity, Alex worked as an investment advisor, research analyst and portfolio manager on Wall Street for 16 years. He now runs the wildly successful Oxford Communiqué, ranked as one of the top investment newsletters by Hulbert Digest for more than a decade. He is also the author of four national best-sellers: The Gone Fishin’ PortfolioThe Secret of Shelter IslandBeyond Wealth and An Embarrassment of Riches. He shares his wisdom in his free daily e-letter, Liberty Through Wealth.

  • Marc Lichtenfeld

A master of the steady, reliable science of income investing, Marc’s commentary has appeared in The Wall Street JournalBarron’s and U.S. News & World Report. He has also appeared on CNBC, Fox Business and Yahoo Finance. His book Get Rich With Dividends: A Proven System for Double-Digit Returns achieved best-seller status shortly after its release in . He captures the hearts and minds of readers approaching their golden years in his daily e-letter, Wealthy Retirement.

  • Matthew Carr

Matthew’s expertise ranges from classic industries such as oil and mining to cutting-edge markets like small cap tech, cannabis, 3D printing and cloud computing. With almost two decades of financial experience under his belt, Matthew’s knack for finding market trends never fails to surprise us, which is why we keep a close eye on his free e-letter, Profit Trends.

  • Nicholas Vardy

A widely recognized expert on the exploding asset class of exchange-traded funds (ETFs), Nicholas has been a regular commentator on CNN International and Fox Business Network. He has also been cited in The Wall Street JournalFinancial TimesNewsweek, Fox Business News, CBS, MarketWatch, Yahoo Finance and MSN Money Central. Nicholas holds a bachelor’s and master’s degree from Stanford University and a J.D. from Harvard Law School. It’s no wonder his groundbreaking ETF content is published regularly in the free daily e-letter Liberty Through Wealth.

  • Steve McDonald

Somewhat of a renaissance man, Steve worked as a professional broker and has been an active trader of bonds for more than two decades, specializing in ultra-short-maturity corporate bonds. But before entering the investment industry, Steve was a naval aviator, flying fixed- and rotary-winged aircrafts, and also served as a surface warfare officer. Steve’s regular video series featured on Wealthy Retirement called “Slap in the Face”Award is some the most amusing investment content we republish.

  • Karim Rahemtulla

With more than 20 years of experience, Karim has mastered the subtle art of options trading. What we admire about him is his ability to score huge gains while minimizing the massive amount of risk that often comes with options. Beyond his expertise in options trading, he is also the author of the best-selling book Where in the World Should I Invest? He publishes weekly about smart speculation in his latest free e-letter, Trade of the Day.

  • David Fessler

As a degreed electrical engineer, Dave served as vice president of two successful tech businesses: LTX Corporation and Quality Telecommunications Inc. He now provides unique and groundbreaking insights into the energy sector. His new book, The Energy Disruption Triangle: Three Sectors That Will Change How We Generate, Use, and Store Energy, quickly became a best-seller. Dave is the Energy and Infrastructure Strategist for the Profit Trends free daily investment e-letter.

  • Andy Gordon

Andy has three decades of experience in the private and public sectors as an entrepreneur and advisor. The CIA, former Maryland Governor William Donald Schaefer, and Fortune 500 companies such as Lockheed Martin and Dow Chemical have all trusted his advice. Andy founded and ran an international trade and finance company based in Asia. Upon returning to the U.S., he joined a Florida investment advisory service that quickly gained a reputation for recommending companies with outstanding value and fundamentals. Andy has taught marketing and finance courses at local Maryland universities and has written a half-dozen books on global business, published by McGraw-Hill, Frost & Sullivan and others. He now regularly shares his worldly knowledge about investing in startups, cryptocurrency and cannabis with everyday investors in the free daily e-letter, Early Investing.

  • Adam Sharp

An active investor in more than 80 startups, Adam brings his extensive experience, research, due diligence and industry connections to guide readers through the exciting new investment space known as equity crowdfunding. As a former financial advisor, he also has extensive experience with internet marketing and financial writing. Adam has worked as a consultant for leading web properties with millions of visitors per day. He has built three profitable web businesses. And he now regularly shares his knowledge about investing in startups, cryptocurrency and cannabis in his free daily e-letter, Early Investing.

  • Andy Snyder

Andy did what most of us can only dream of. He left our bustling society to rough it in the Alaskan wilderness – no roads, no electricity, nothing but the outdoors and his sharp mind. While there, he met with top investors and entrepreneurs from across the globe, all seeking out his expertise. His experience inspired the idea for his unique publishing company, Manward Press. Not only does Andy dish out top-notch investment advice (after all, he spent a decade as an advisor at one of Wall Street’s top brokerages), but his mission is to lead folks to richer, healthier lives through his science-backed Triad of Liberty, Know-How and Connections. His one-of-a-kind free daily e-letter, Manward Digest, is a true fan favorite.

  • Bryan Bottarelli

Bryan graduated with a business degree from the highly rated Indiana University Kelley School of Business, and his first job out of college was trading stock options on the floor of the Chicago Board Options Exchange. He was mentored by some of the country’s top floor traders in the heart of the technology boom from 1999 to 2000, where he learned to identify and implement some of his most powerful trading secrets. Now he shares his secrets with a group of elite traders. We will be republishing some of his highly sought after content from his free e-letter, Trade of the Day.


What does Investment U offer?

We offer the most up-to-date, actionable and useful investment information from real, credible experts. We update our site with new articles and information multiple times a day.


What do I receive as part of my subscription to the Investment U e-letter?

You will receive our roundup e-letter Monday through Friday, highlighting the top articles published on Investment U that day. You will also receive a Saturday email that explores financial literacy basics and dives deeper on a specific investment topic or trend.

You will also receive special discounts on premium products from numerous providers.


How do I contact Investment U?

Contact us by phone at:

855.402.3939 or 443.353.4057 (International)

Or by mail at:

105 W. Monument Street

Baltimore, MD 21201


How do I sign up for the Investment U e-letter?

Simply enter your email in the box at the top of this screen.


Does Investment U offer individual investment advice?

Nothing published by Investment U should be considered personalized investment advice. Please note that no communication by our employees to you should be deemed as personalized investment advice.

All readers of Investment U should speak with their broker about investment risks and gain a better understanding of the terminology before making an investment. Although our employees may answer your general customer service questions, they are not licensed under securities laws to address your particular investment situation.


What are the advertisements on Investment U?

Investment U is a financial publishing-oriented multimedia group providing market insight and analysis to individuals of all experience levels. Our publications are free, but we financially benefit from any advertisements you read or click on while visiting our site. Sales from these products allow us to publish Investment U for free. But you are never under any obligation to buy anything.