George Putnam
The Turnaround Letter
John Reese
Validea
Elliott Gue
Personal Finance
Nicholas Vardy
Bull Market Alert

Jim Lowell


Bookmark and Share


James Lowell is a Money and Investing columnist for Forbes Magazine, and the Editor of the multiple award-winning independent newsletter, Fidelity Investor.

Mr. Lowell is also partner and chief investment strategist of Adviser Investments, a private money management firm advising on over $1 billion, based in Newton, MA. (Adviser Investments receives no fees or compensation from any fund family, nor does it sell or promote investment or insurance products. It is a fee-only firm.)

Jim LowellBefore joining Adviser Investments, Lowell was the Chief Portfolio Strategist for the Boston-based investment bank of Adams, Harkness & Hill.

Lowell also pens the weekly electronic Fidelity Sector Investor, and the customized, independent 401(k) Focus service. He is also the founding Editor of The ETF Trader on Marketwatch from Dow Jones.

Advertisement
Banner

Lowell is featured monthly as an investment strategist columnist on Marketwatch. Lowell is also the Editor-in-Chief of The Forbes ETF Advisor by Jim Lowell, an independent investment advisory service exclusively focused on exchange traded funds.

The founder and Chairman of The Rankings Service (www.trsreports.com), Lowell is a recognized authority on investing. The Rankings Service is an independent, objective, third party research service for institutional clients, providing proprietary review, analysis, and monitoring of individual investment manager performance.

Mr. Lowell is also a prolific author. He has written several books on investing, most recently Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007). He is a past editor-in-chief of America Online’s FundWorks.

Lowell is a weekly contributor on Fox Business News, and has written and lectured extensively on investing and personal finance for national audiences, magazines, TV, radio, and on-line media including Bloomberg (radio and TV), CNN, CNBC, and PBS’ Nightly Business Report.

His market views and opinions appear frequently in such publications as Barrons, Business Week, The New York Times, The Wall Street Journal, Fortune, Investment News, Money and Smart Money to name but a few. He has given numerous speeches; most recently to the annual CFA Boston Chapter event and the AAII.

He is also the President of FundWorks, Inc., a financial publishing firm, and was the featured Contributing Editor for Investment Advisor magazine (ia-mag.com), where he focused on equities, closed- and open-end funds, and exchange traded funds.

Mr. Lowell’s columns were frequently used for the CFP (Certified Financial Planner) credit requirement for continuing education. He is also the author of the College of Financial Planning’s Exchange Traded Funds curricula.

Lowell was formerly employed by Fidelity, where he was the senior financial reporter for Investment Vision and was involved in the formative stages of Worth magazine.

Lowell has passed both his Series 7 and 65 securities licenses. He was educated at Vassar College (B.A.), and holds Master's degrees from both Harvard University and Trinity College (Dublin, Ireland).

In addition to the above, Lowell is a published poet, a former teaching fellow at Harvard University, and former lecturer in the Philosophy/Religion Department at Northeastern University College in Boston. He is an accomplished sport fisherman. Mr. Lowell lives west of Boston, Massachusetts – a stones throw from the hub of the mutual fund industry.


News Flash

Taseko Mines: Copper gains
by Brien Lundin, editor Gold Newsletter

Taseko Mines Limited (TGB) began January by announcing its fourth quarter and year-end production results for 2011 at its 75%-owned Gibraltar Mine in British Columbia.


Read more...

 

Select Dividend for equity income
by Benjamin Shepherd, editor Wall Street

For just the second time since 1947, the dividend yield on the S&P 500 exceeds the yield on 10-year US Treasury notes. The S&P 500 currently yields 2.2 percent, while 10-year Treasuries yield just 1.85 percent.


Read more...


   

Goldcorp: 'My favorite major'
by Curtis Hesler, editor Professional Timing Service

The secular bull in gold and the commodity sector is not over. However, it is not at the ground floor any longer either; as such, stock selection must be more carefully considered.


Read more...

 

Money manager's small cap buys
by Jim Oberweis Jr., editor The Oberweis Report

Small-cap growth stock valuations are cheap, and like most things in life, economies are cyclical, even if this is a long and painful one. For the rare, brave contrarian with a reasonably long time horizon, that spells opportunity.


Read more...

 

Opportunities in homebuilding?
by Bernie Schaeffer, editor Schaeffer's Investment Research

Based on our "expectational analysis" strategy -- which  combines fundamental, sentiment and technical metrics -- I initiated long positions in two homebuilding stocks: Lennar Corporation (LEN) and Toll Brothers (TOL).


Read more...

 

Cliffs Natural: A DRIP favorite
by Vita Nelson, editor MoneyPaper

Our latest featured dividend reinvestment stock is Cliffs Natural Resources (CLF). Founded in 1847, the former Cleveland-Cliffs is the largest producer of iron ore pellets in North America.


Read more...

 

S&P's trio of info tech ETFS
by Dylan Cathers, S&P Capital IQ Equity Analyst, S&P The Outlook

Information technology is one of four sectors that S&P Capital IQ’s Sector Strategy Group currently recommends investors overweight in their portfolios.


Read more...

 

Crescent Point: Bakken bet
by Brian Hicks, editor Wealth Advisory

Master Limited Partnerships (MLPs) are unique investments that combine the tax benefits of a limited partnership (LP) with the liquidity of common stock.


Read more...

 

Natural gas: A bottom?
by Jason Cimpl, editor Daily Profit

Natural gas has collapsed for the past four years and has been on a gradual decline for almost a decade. Prices topped near $16 in 2005 and then declined to $2. So did natural gas just bottom?


Read more...

 

FBR Focus bests 99% of peers
by Walter Frank, editor MoneyLetter

Funds that invest in a relatively few stocks or sectors are less diversified than broadly invested funds and their volatility can be much higher. But the team at FBR Focus (FBRVX) seems to be getting it right.


Read more...