Cash for the vital years

130 West Canal Street | Suite 6, Winooski, Vermont 05404 | 800-797-2015

July 29th, 2010

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Frequently Asked Questions

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Do you have a free trial?

  • Yes. The first month of service is free.

How much does the service cost?

  • Following the first free month, the monthly cost is $49.97.

How can I contact you?

What kind of support do you offer your members?

  • We are available by email or phone to answer your questions. Since we are an investment newsletter rather than licensed investment advisors, we are not allowed to make any personal recommendations or provide individualized investment advice.

How can I update my personal information?

  • Personal information can be updated from the user control panel.

How can I update my credit card information?

  • Credit card information can be updated from the user control panel.

How easy is it to get started?

  • All it takes is a brokerage account (at a brokerage which offers Auto-Trade for Boomers Investing Trade Alerts if that is the subscriber’s aim) with at least $5000 in it, and signing up for a Boomers Investing subscription.

How do I sign up for Auto-Trade?

  • First you would sign up for our membership and select the Boomer's Revenge portfolio. Then you would open and fund an account with a participating broker, select Boomers Investing as your newsletter provider, and select the number of units of each portfolio you would like to trade. Full instructions are provided for our members.

What brokers offer Auto-Trade?

  • The Auto-Trade program is available through thinkorswim - www.thinkorswim.com (or any other broker of your choice who is willing to place trades on your behalf following our Trade Alerts).

Does my Auto-Trade account have to be separate from other accounts?

  • It is recommended that you set up a separate account for Auto-Trade although it is not necessary.

Can I get out of the Auto-Trade program at any time?

  • Yes, you may cancel at any time. You must cancel with Boomers Investing as well as with the broker. You are responsible for removing any current positions from your account when you cancel.

Do you have access to my Auto-Trading account?

  • No. We have no access to your personal accounts. We have no idea how much money you have invested or what other holdings you have.

Is there a limit to how much I can invest?

  • No. There is no limit to how much money you can invest. In fact, we know nothing about your account or how much investment capital you have devoted to mirroring our portfolios.

Can your strategies be used by people outside the United States?

  • Yes. International members may open an account with a participating broker to trade the strategies on the U.S. market.

Can I still join a portfolio even if I missed the start date?

  • Yes.

Can your strategies be used in an IRA account?

  • Yes, this strategy may be traded in an IRA account through many brokers.

Do your portfolios trade on margin?

  • No. The portfolio we maintain does not require the use of margin.

How many trades do you place each week/month?

  • This varies based on the movement of the underlying stock/index, and the time of the month. Most trades are made during expiration week, though trades are also placed whenever they are called for by our trading and adjustment rules.

How risky are your strategies?

  • Options are leveraged investments and involve a higher degree of risk than most conventional investments (otherwise, the high returns that we have enjoyed would not be possible). However, since all of our strategies involve being both long and short options concurrently, we have some protection against the market moving in either direction, and since our long positions always have a longer life span than our short options, there will always be a residual value in our portfolios no matter what the market does (i.e., it is not possible to lose the entire amount invested as long as the portfolio is being managed by Boomers Investing).

How do you manage risk?

  • We have a well-defined set of Trading Rules to manage risk.

What if I have a question that hasn't been answered here?

  • Please feel free to email or call us with other questions.