Saturday February 13, 2010
He alone decides which no-load mutual funds and ETFs to recommend and put into one or more of the newsletters' Best Buys model portfolios.
For a decade, Mark served as executive editor of Louis Rukeyser’s Wall Street and Louis Rukeyser’s Mutual Funds, where he worked closely with Louis Rukeyser to provide expert, unbiased investment guidance to hundreds of thousands of investors. (For insight into Mark's investment philosophy, see "Lou, Mark and You," below.)
Mark is also the chief investment officer of Salzinger Sheaff Brock, LLC (www.salzingersheaffbrock.com), a full-service money-management firm he cofounded in April 2009 for investors seeking expert portfolio management using mutual funds and ETFs.
Mark has authored or edited literally hundreds of articles and special reports on mutual funds, ETFs, individual stocks, bonds and investment strategies.
Considered one of the most insightful analysts on the mutual-fund/ETF scene, Mark has an investment Rolodex few fund researchers can match: he has interviewed virtually all of the past decade’s greatest mutual-fund managers.
A former investment associate at investment manager J. & W. Seligman, Mark also served as a senior mutual-fund investment analyst at Citigroup. He is one of the few mutual-fund experts to know funds as a former insider and now as an unbiased observer.
One of today’s most sought-after experts for individual investors, Mark has been quoted or featured in various major publications and websites, including The Wall Street Journal, Investor’s Business Daily, The New York Times, The Chicago Tribune, Registered Representative, MarketWatch and Bottom Line Retirement.
Mark earned his MBA in finance and marketing from Cornell University in 1992. He earned his B.A. degree in economics, with honors, from The University of Chicago in 1988.
The No-Load Fund Investor is committed to maintaining the outstanding record Sheldon Jacobs produced in his quarter century of leadership. USA Today called Sheldon the "dean of the no-load fund-watchers."
He earned that accolade by championing no-load funds ever since he wrote the first successful book focusing on no-loads back in 1974. For a quarter century, he served as the editor and publisher of the highly acclaimed No-Load Fund Investor advisory newsletter.
Honors and Performance
* The No-Load Fund Investor is the only investment newsletter in America to earn recognition on the annual Hulbert Financial Digest Honor Roll in 10 of the last eleven years.
* In the 10-year period ended January 2009, the Master Best Buys portfolios within The No-Load Fund Investor produced an average return of 27.8%, vs. a loss of 16.9% for the Dow Jones Wilshire 5000 Index. (Source: The Hulbert Financial Digest, February 2009.)
* Since their introduction in November 2004, each of our three core ETF Best Buys portfolios (first in The No-Load Fund Investor, and now in The Investor’s ETF Report) has produced strong gains (17.3%, 14.1% and 16.1% for Wealth Builder, Pre-Retirement and Retirement, respectively), vs. a 3.6% loss in the S&P 500 Index (through July 2009).