Newsletters dedicated to personal finance are far from a new phenomenon. The industry traces its roots back to the 1960s, when Charles Schwab – the man himself – launched an investment advisory newsletter called “Investment Indicator.” At its peak, the publication had 3,000 subscribers paying $84 a year for their subscriptions, all to receive regular stock picks and market insights from Schwab and his analysts (who used the money raised by this publication to launch their brokerage service in 1971).
Spurred on by Schwab’s success, hundreds of similar publishers launched their own financial newsletters in the 1970s and 80s, riding high on the growing stock market and helping millions of subscribers find their own financial successes.
Though the ranks of financial newsletters continue to rise and fall based on the whims of the market, there are today dozens and dozens of publications available to readers, focused on financial news, and investment niches as varied as commodities, bonds, private equity and more. These newsletters typically include market commentary, specific investment recommendations, detailed analysis of each recommendation and other insights, all designed to help readers invest successfully in whatever niche the newsletter focuses on.
As recommendation services, tracking a financial newsletter’s annual returns is as simple as listing out all of their picks over a 12-month period and calculating the returns, and there are a number of newsletter analysis services that do just that. But there’s more to many financial investment newsletters than just returns. Some authors are simply more interesting, better teachers and better at introducing their readers to their investment insights. Here at Masterworks, those are the authors we like to follow. Here are our most-recommended financial newsletters.
Morning Brew is a daily email newsletter delivering the latest news from Wall St. to Silicon Valley. Originally brainstormed as a way for students to stay up to date on the top news stories in the business and finance sectors, Morning Brew has evolved into the go-to destination for your daily dose of business and finance news. As opposed to traditional business news that is dense and dry, Morning Brew makes staying up-to-date fun and simple, giving you everything you need to know in an enjoyable 5 minute read. And with a multitude of other newsletters being created on the side lines including Emerging Tech, Retail Brew, and the Turnout, the sky’s the limit for the team at Morning Brew!
The Hustle newsletter was born as an extension of a convention started by Sam Parr called “Hustle Con”. It’s goal was to bring together entrepreneurs and important speakers from the business world. Today, the Hustle is a bite-sized, fun, easy to understand newsletter with a voice all it’s own that reaches millions of users daily. If you’re looking for an entertaining and tongue in cheek way to get your daily finance and business updates, then the Hustle should be one of the top newsletters on your list.
The flagship publication of the Motley Fool’s sprawling personal finance and investing website and newsletter network, the Motley Fool Stock Advisor is aimed at new stock market investors as a way to familiarize them with the markets and share insights into today’s hottest stocks. And they put their money where their mouth is. According to the editors, the Stock Advisor’s average stock pick returns 392%, dating back to the newsletter’s launch in 2002. “We believe proper investing should be easy – that means none of the upsell tactics Wall Street wants you to believe go hand-in-hand with the stock market.”
Like the Motley Fool Stock Advisor, Action Alerts is connected to a well-known financial media property, in this case TheStreet.com, but Jim Cramer’s flagship newsletter is more of an investing club that’s built around his own personal portfolio. It includes real-time trade alerts and investment advice from Cramer and his research team, but it also offers access to monthly conference calls where subscribers can ask questions directly of the editors and learn more about the “why” behind every investment recommendation. As the site writes: “We constantly seek to better serve our members through the lens of transparency, education and rigorous analysis. You’ll hear a lot of financial experts claim they guarantee above-average returns regardless of the market and Portfolio Managers don’t tell you anything. We feel you deserve a different approach. We are an open book, play with an open hand, and will always tell it to you straight.”
Launched in 1999 by Stansberry Research founder, Porter Stansberry, the Investment Advisory is dedicated to uncovering profits from the most promising emerging trends and the most influential economic forces affecting the market. And its track record over the last 20 years is hard to dispute. From the Internet boom and bust, to the real estate boom, to the collapse of natural gas prices, to the U.S. oil boom, these and other accurate predictions have made Stansberry’s Investment Advisory one of the most popular financial newsletters on the market, reaching hundreds of thousands of subscribers in 120 countries each month.
No one ever accused Jim Rickards, the bestselling author of six books including “Currency Wars: The Making of the Next Global Crisis,” of being a wide-eyed optimist, but that doesn’t mean his investment advice isn’t correct more often than not. With Strategic Intelligence, he brings his 35 years’ experience in investment banking, international economics and national intelligence advisory roles to uncover new insights into the economic forces that shape the investment markets. Rickards’ thesis is simple: the U.S. dollar is heading toward collapse and the time is now to prepare for it. To do that, every month he analyzes how such a collapse could play out, which stocks and other assets might benefit and funnels all of that into a so-called safe investment portfolio based on stocks, bonds, cash, art, land, precious metals, other hard assets and more.
Part of a newsletter portfolio at Zacks Investment Research that includes services focused on income investing, growth investing and more, Zacks ETF Investor is dedicated to finding and profiting off of undiscovered industries and products, those that go up when the rest of the market goes down. To do that, the newsletter’s editors and analysist applies a proprietary ranking tool that’s based on the firm’s industry ranking tool. Stocks from the rank’s top 50% have been shown to outperform the rest by more than 2-to-1 on average. By applying this technique to ETFs, the newsletter allowing readers to avoid the risk associated with buying single stocks and skip out on the fees that would come from buying many different assets individually.
Produced by the editors of Kiplinger’s personal finance and business magazines, the Kiplinger Alerts are a semi-daily (at least 10x per month) email newsletter that provides readers with economic forecasting and analysis insights to “help business professionals and investors… profit from emerging opportunities.” Each issue includes reports on business and investment opportunities, along with detailed looks at risks and limitations, so that readers can prosper from emerging opportunities, no matter what the future brings.
Aimed at professional investors and those retail investors who follow them, Institutional Investor’s Research service promises insightful, authoritative content from the world of asset management and hedge funds. In addition to in-depth research on a range of economic issues and investment opportunities, the service includes Institutional Investor’s famous hedge fund data (including the Hedge Fund 100 list and best analyst rankings) as well as top line results from proprietary research surveys on buy-side and sell-side research, hedge funds, corporate investors, fixed income and asset management.
For those investors looking for more upside in their investments than those found in the Fool’s Stock Advisor newsletter, Rule Breakers is all about high-growth, high-opportunities opportunities. The six “rules” for every Rule Breakers stock recommendation are: 1. They’re in emerging industries, 2. They have sustainable advantages, 3. They have performed well in the past, 4. They have good management in place, 5. They have broad consumer appeal and 6. They’re grossly undervalued. These are transformative companies that are being underestimated and overlooked by many investors.
Penny stocks aren’t for everyone, but it’s hard to ignore Tim Sykes success in this volatile and ever-evolving segment of the market. Well-known for trading his way to $1.65 million while still in college, Sykes has emerged as something of a penny stock guru, focused on teaching others the techniques he’s used to trade profitably for more than 20 years. He claims to have turned $12,000 into more than $5 million using these techniques over the years, posting gains in excess of 30% per year ever year since 2010.
Author Robert Kiyosaki changed the way millions of Americans looked at money in 1997 with the publication of his groundbreaking, #1 bestselling book, “Rich Dad, Poor Dad.” In it, he stressed the importance of financial literacy and financial independence by building wealth through investments, starting businesses and using financial smarts to exponentially grow one’s bottom line. In his monthly newsletter, he now brings these teachings to real-world situations with actionable solutions to financial problems faced by today’s investors. Every month, he sends out his take on a financial or economic current event and the #1 investment opportunity he has identified flowing from it.