The Most Frequently Asked Questions About MONEYLETTER and MONEYLETTER Plus

Still have a few questions about why subscribing may be one of the best financial decisions you ever make? Already a subscriber but have a question about your subscription? Find the answers below...

Click a frequently asked question to find the answer:

General Questions
MONEYLETTER Subscription Questions
MONEYLETTER Plus Subscription Questions
Technical Questions
Contact the MONEYLETTER Team
  • Editorial Office & Mailing Address:
  • PRI Financial Publishing Inc.
    479 Washington Street, Suite 4
    P.O. Box 6020
    Holliston MA 01746
  • Toll-Free Phone #: (800) 890-9670
    Call M-F, 8:30am - 5pm ET or leave a message 24/7
  • Contact Us
  • Free Sample Copy: (800) 890-9670
    (Tell a Friend)
  • PRI Financial Advisors Inc.: (800) 707-2060
    Registered Investment Advisors


 

What is MONEYLETTER's long-term track record?

This sensible, proven mutual fund strategy has consistently outperformed the S&P 500 for more than a decade. Review our Average Annual Compound Total Return Graph.

Back to top
 

Who is Walter Frank? How long has he been doing this?

The editor of MONEYLETTER has been a successful, recognized investment expert for more than 46 years. See his bio and read the details.

Back to top
 

How are the MONEYLETTER Model Portfolios created/managed?

Based on Mr. Frank's approach, funds "earn" their way into the Model Portfolios. First, hard-nosed fundamental economic analysis is combined with sophisticated technical tools to determine the asset allocation mix that is most compatible with the current investment climate. Proprietary valuation and ranking techniques are then applied to a constantly expanding database so that only the very best mutual funds are selected. As a MONEYLETTER subscriber, you provide the final—and most important—element: decision-making based on your risk tolerance, time horizon, tax situation, and income requirements.

If you think you could be doing better, but need some help executing these strategies, visit PRI Financial Advisors.

Back to top
 

Why mutual funds and not stocks?

In a nutshell, professional management, diversification, safety, liquidity, and service. If you were to manage your own portfolio of stocks, you'd have to research, select, and monitor thousands of securities to construct a diversified portfolio of stocks. There's an easier way. Mutual funds offer numerous advantages to individual investors, including toll-free switching, checking privileges, automatic dividend and capital gains reinvestment, and trained customer service reps.

Back to top
 

If I subscribe to MONEYLETTER, why would I subscribe to MONEYLETTER Plus?

MONEYLETTER Plus is a WEEKLY 19-page newsletter supplement that contains total return information for every fund in the MONEYLETTER database. It is the exclusive home of the MONEYLETTER Plus Select ETF Model Portfolio, and includes extensive coverage of the popular Exchange-Traded Funds. You'll also find detailed coverage on muni bond funds and a focus on the funds held in the MONEYLETTER model portfolios. It "fills in the gaps" between MONEYLETTER issues.

Back to top
 

What is the MONEYLETTER Hotline?

This is a special weekly telephone update service provided to MONEYLETTER subscribers at no extra cost! We're determined to provide you with the most accurate advice, and this means making sure you have Walter Frank's most recent market analysis and new Buy, Hold, and Sell recommendations. It is updated every Wednesday at 7pm (ET). The number to call is (410) 528-1804.

Back to top
 

How much money must I have to use the MONEYLETTER newsletter strategy?
  • You can invest in most MONEYLETTER-recommended funds with as little as $2,500.
  • To create a diversified portfolio, you'll want to begin with at least $10,000 - $15,000.
  • And if you'd rather let a leading mutual fund expert increase your wealth, PRI Financial Advisors, exclusive providers of the "MONEYLETTER Managed Account Program," is the answer. Minimum investment is $100,000.

Back to top
 

How often is MONEYLETTER published?

This award-winning newsletter is published every month (12 issues per year). Know exactly when to expect your newsletter: MONEYLETTER Schedule.

Back to top
 

Which portfolio should I follow?

MONEYLETTER is dedicated to helping you increase your wealth, so when you subscribe to the newsletter you receive a FREE "What Type of Investor Are You?" evaluation tool. If you can honestly evaluate your goals, risk tolerance, and time horizon, then this tool will help you identify exactly which portfolio you should follow.

This evaluation tool is part of the FREE MONEYLETTER "Guide to Mutual Fund Investing," which goes automatically to all new subscribers. Together with the evaluation tool, the monthly issues, and the weekly Hotline, you'll have everything you need for financial success!

Back to top
 

Why doesn't MONEYLETTER include the total return information for every fund in the MONEYLETTER database?

Because it's included in the MONEYLETTER Plus supplement. The MONEYLETTER newsletter provides in-depth analysis and advice, while a subscription to MONEYLETTER Plus gives you up-to-the-minute statistical information on all funds in the MONEYLETTER database.

Back to top
 

Are there bonuses when I subscribe to MONEYLETTER?

Yes! When you subscribe to the MONEYLETTER newsletter, you have immediate access, any time day or night, to critical information. You can also expect:

  1. Hotline benefits. This service is available to you anytime, and gives you Walter Frank's market analysis and any Buy, Hold, and Sell recommendations that have been updated since the MONEYLETTER newsletter was published. Changes are made every Wednesday at 7pm (ET). Call (410) 528-1804.
  2. Access to the MONEYLETTER online archives. No more digging through your paper files to find that one piece of information on a fund! Find it fast in the archives.
  3. The MONEYLETTER "Guide to Mutual Fund Investing." Insightful, helpful tips on investing, along with a special quiz to help you determine which portfolio is best for you to follow: Conservative, Moderate, or Venturesome.

Back to top
 

Is it possible to have my MONEYLETTER newsletter emailed to me?

Of course! You can make this selection when you subscribe. If you're already a subscriber, just contact us. Please include "Email-only MONEYLETTER" and your account number. Your account number can be found on your MONEYLETTER mailing label (right above your name, beginning with an uppercase "A" and followed by 7 digits).

Back to top
 

How do I login to my account?

To login online:

  1. Go to www.moneyletter.com
  2. Click on "Member Login" in the upper right hand corner
  3. Choose "MONEYLETTER" or "MONEYLETTER Plus"
  4. In the "Username" field, type your MONEYLETTER Account Number (found on your MONEYLETTER mailing label right above your name, beginning with an uppercase "A" and followed by 7 digits).
  5. In the "Password" field, type your five-digit zip code

Back to top
 

I didn't receive my MONEYLETTER this week. Why?

If you did not receive your MONEYLETTER, check to be sure that it was scheduled for delivery: MONEYLETTER Schedule.

If it should have been delivered, please contact us or call (800) 890-9670. Please allow two to three days for First Class delivery.

Back to top
 

Is there a discount for receiving the online version of MONEYLETTER only?

Not at this time, but email delivery will have your ML to you the same day it’s published!

Back to top
 

If I download MONEYLETTER from the website, in what format will it be?

The MONEYLETTER newsletter is a downloadable PDF. Click here if you need further instructions on downloading and accessing MONEYLETTER PDFs.

Back to top
 

When is the newest MONEYLETTER available on the website?

You can see the most recent issue no later than noon on the Wednesday prior to the mailing date. Want more specific schedule information? See the MONEYLETTER Schedule.

Back to top
 

When is the newest MONEYLETTER Plus available on the website?

Every Thursday by midnight paid subscribers can view MONEYLETTER Plus online at www.moneyletter.com using the login procedure (See the next FAQ for login instructions).

Back to top
 

How do I see the most recent issue of MONEYLETTER Plus?
  1. Go to www.moneyletter.com
  2. Click on "Member Login" in the upper right hand corner
  3. Choose "MONEYLETTER Plus"
  4. In the "Username" field, type your MONEYLETTER Account Number (found on your MONEYLETTER mailing label right above your name, beginning with an uppercase "A" and followed by 7 digits).
  5. In the "Password" field, type your five-digit zip code

Back to top
 

Is it possible to receive MONEYLETTER Plus by mail?

No. Because MONEYLETTER Plus contains the weekly up-to-the-minute advice you need, it isn't placed in the US mail. However, you can access it anytime online.

Back to top
 

Is it possible to have my MONEYLETTER Plus newsletter emailed to me?

Of course! Just provide your email address when you subscribe. If you're already a subscriber, just contact us. Please include "Email-only MONEYLETTER Plus" and your account number. Your account number can be found on your MONEYLETTER mailing label (right above your name, beginning with an uppercase "A" and followed by 7 digits).

Back to top
 

What format is MONEYLETTER Plus online?

The MONEYLETTER Plus newsletter is a downloadable PDF. Click here for further instructions on downloading and accessing the MONEYLETTER Plus PDFs.

Back to top
 

Can I change my username and password?

Not at this time.

Back to top
 

I'm having technical troubles with the electronic issue of MONEYLETTER . What should I do?

If you are having trouble viewing your MONEYLETTER issue, try downloading it to your desktop first; then open it.

To do this, right-click on the link of the issue you want to read, choose "Save Target As." Change the "Save in:" directory to the desktop and click "Save." Go to your desktop and open the MONEYLETTER PDF by double-clicking the file.

If you are still having problems, please send us a detailed account of the problem you're having. Someone will get back to you.

Back to top
 

What is Acrobat Reader?

Acrobat Reader is the free software that lets you see the MONEYLETTER newsletter PDF. The Reader works on most major operating systems.

Back to top
 

From where can I download Acrobat Reader?

You can download Acrobat Reader for free by clicking on the following icon:

Get Adobe Acrobat

Follow their step-by-step instructions.

Back to top
 

 

Sign up for your
FREE Current Issue
Today!

Email:

Your Name:
 



Questions?

800 890-9670

PRI
FINANCIAL
ADVISORS

If you have specific questions
on your personal financial info,
contact

PRI Financial Advisors
and ask about a free,
no-obligation Portfolio Review.


(Min. Investment $100,000.)


Introduction | FAQs | Subscribe | Our Team | Contact Us | Newsletter Archives | Privacy Policy
©2005-2013 PRI Financial Publishing Inc. All rights reserved.