What is a mutual fund?

A mutual fund holds multiple stocks, bonds or money market instruments. A fund manager decides how to invest the money and is paid a fee which comes from money in the fund. Each investor owns a share, or portion of the fund. Mutual funds trade at the end of the business day at a set price, not during the day like stocks or ETFs.

What is an ETF?

An ETF, (Exchange-Traded Fund), is similar to mutual funds where your money is spread out among multiple stocks or bonds. ETFs have no minimum investment requirement, trade like stocks and are inexpensive.

What is the investment philosophy of Momentum?

We tell you what stock or bond ETFs we buy, when we buy them and when we sell them. Using the same methods Wall Street professionals have used for years to make billions of dollars, we bring it to you. We eliminate confusing jargon or "stockese," and commissions. You are in control of your money at all times.

How is Momentum different from other financial websites?

Easy to read! Easy to understand! Easy to use! We provide the simplest way for you to make money in the stock market. Each month we tell you precisely which ETFs we buy and/or sell. There is no guesswork involved. Buying and/or selling ETFs takes about 3 minutes each month.

How do I get started?

Go to Pricing and Signup and click on your desired subscription. Then you may login to access your Members Only Dashboard to see current Stock and/or Bond Picks. Then login to your preferred online broker and make trades. That's it!

What do I get?

About the 1st of every month you get 3 Bond Picks, 4 Stock Picks or 3 Bond and 4 Stock Picks, (depending on your subscription), presented on your Dashboard. Occasionally, there will be a mid-month trade as well. You get access to your Members-Only Dashboard showing current Stock and/or Bond Picks. A free subscription to our blog giving “the easiest financial advice ever!” Easy to understand information about taxes, IRAs, 401(k)s, College Saving 529 plans, Health Savings Plans (HSAs) and more!

When will my Dashboard be updated?

We send an email to subscribers on or about the first of every month and, occasionally, mid-month as well.

What do I do after I receive each monthly update?

Login to the website to access your personalized Members Only dashboard to see current Stock and/or Bond Picks. Then login to your preferred online broker and make your trades. That's it!

What happens if I can't make a trade the day the Dashboard is updated?

Make trades as soon as you are able. If more than two weeks have passed since the last update, we suggest waiting until the next update for the newest recommendations.

Can I really cancel my account anytime?

Yes! We want you to be happy with your subscription. If there's something we can do to help, please let us know. Cancel any time though you may be billed one final time depending on when you cancel in the billing cycle.

How much money do I need to start with?

Start with any amount you are comfortable with. Unlike mutual funds, ETFs have no minimum requirements.

Can I use your strategies in an IRA account?

Yes! An IRA is a superb place to use our Stock and/or Bond Picks.

Do TheMomentumEdge.com's owners or employees personally invest their assets in recommended investments?

Yes. We invest our own money in the same Stock and Bond Picks shared with subscribers. As a matter of policy, we don't act upon the newest Stock and Bond Picks until AFTER they're given to subscribers.

Is TheMomentumEdge.com compensated for recommending certain companies or investments?

No, we do not accept compensation of any kind from any companies mentioned on this website.

What should I do if I have more questions?

We want to hear from you! If after reviewing this FAQ you still have a question that is not covered, please contact us.
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