Check the Ticker is the first online publication that covers the news of impact investing and ESG investing designed exclusively for the retail retirement investor. Our curriculum and publications empower retail retirement investors to make an informed choice for their retirement assets from a 401(k) to IRA. We make it easy for all levels and publish quarterly updates of performance returns and portfolio manager objectives of top performing ESG integration funds, passive and active. Our subscribers learn how to analyze fees and holdings based on SEC Disclosures to make investment choices that meet their beliefs, not an intermediary’s. With over $9 trillion in IRA assets, retirement investors, cumulatively, can make a difference in their future and society’s future. An in depth interactive curriculum, combined with daily news on ESG and impact investing designed exclusively for the retail retirement investor empowers transparency and informed choice.
✓ theTicker® publication platform is First and Only ESG Daily News Platform that Puts Retirement Investor First
Centered on the investor ✓ theTicker® publication platform identifies the best five performing mutual funds in three fund categories, including ESG Integration funds, based on SEC audited data and transparent analysis – giving you the tools and training you need to make the investment decisions that are in YOUR best interests, not the Advisor’s. ESG investment selection is based on personal beliefs. Only the retail retirement investor, with tools and training, can make those choices, with an understanding of how to analyze the individual holdings in their retirement accounts. Our tools make it easy, our curriculum and daily news updates are there to guide you through the new world of ESG and impact investing.
While other publications and broker-dealers sell you what THEY are paid to sell -through 12(b)1 fees, rebates, commissions, assets under management fee etc. or publication revenue sharing; ✓ theTicker® revenues are investor subscriptions – nothing else!
✓ theTicker provides independent core retirement investment selection online education – at home or in the workplace, using publicly available tools and SEC-filed performance, fees, holdings and other relevant data to facilitate an informed choice by a retirement investor.
Easy to use online tools and a curriculum custom-designed around your needs that explore the most critical features that influence a retirement investment selection and the step-by-step process of going direct to audited money managers:
Retirement investors require independent, non-biased education. ✓ theTicker transparency, benchmarks and education are designed to assist you in verifying the “advice” your intermediary has provided, the costs savings and advantages of going direct and evaluating personal finance journalism, such as articles like “The Top Ten Funds for your Retirement.”
Now, you’re in charge and you can determine the value of personal finance retirement reporting through a flipped classroom and an investor-centered select publication platform.
✓ theTicker takes you through a step-by-step process that empowers you to:
With ✓ theTicker, you can watch your portfolio and compare your investment results against market benchmarks and other funds or ETF’s.
✓ theTicker corporate eLearning modules are designed to complement your 401k plan with independently created and independently delivered retirement plan investment selection curriculum.
✓ theTicker small business retirement curriculum modules and one-on-one set-up training, offer the first small business retirement plan on a direct basis. ✓ theTicker retirement modules offer the small business owner the opportunity to access the best value for their tax-deferred contributions, fiduciary access and an innovative employee health and wellness benefit at an affordable all-in cost.
Your new business grows, your retirement plan investments grow and your employee receives an invaluable training and empowerment for a lifetime, that benefits your business and society overall.
✓ theTicker is designed to empower IRA investors to take charge and ensure they are invested with: