May 16, 2007
Two announcements from the office
Momentous occasion
May 17 is an important day in the history of
This is a silly way of saying "Happy Birthday" to our boss and friend, Kim Snider. From all of us at the office, we hope you have a great day!
Family Milestone
Congratulations to our Manager of Trading, Jesse Anderson, and part-time Financial Advisor Ellen Hughes for their
two years of service with Chronim Advisors. We greatly appreciate all both of you do for the company.
You help make our team the best it can be!
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal.
February 08, 2007
An idea for optionsXpress
Snider Investment Method™ alumni Paul Crider sent the following idea to optionsXpress:
This is an idea for you to consider. Probably there is a significant percentage of your customers who have more than one account. I have on a few occasions made a trade in one account which I intended to make in another account. For some reason the account switched from the IRA account to the margin account or vice versa. This switch is easy to miss because the account designation button is small in comparison to the rest of the page and much of the time has scrolled off of the monitor screen.
Why can't different accounts have a different background color, i.e., the current white background for margin accounts, light pink for IRA accounts, and other colors for whatever other types of categories OX offers. Alternately, and probably even better, program the software so that each customer can choose a color for each account.
This would be helpful for the adult child who is handling his/her own account and also the same type of account for the elderly mother or father. It could very well reduce the frequency of trades made on the wrong account and the need for OX employees to "bust" trades from one account to another. I mentioned this idea to Kim Snider this weekend, and she thought you folks at OX may like the idea.
Here is the reply from Lou Friedman at optionsXpress:
Great idea Mr. Crider.
Happy to report this is now in the works, and will be available to you and ALL of Kim's students sometime before the end of March!
When it goes live, you'll have the ability to change the color of the web site in your profile settings. You will be able to choose a different color for each account.
Our best ideas come from customers like you.
Thank you for your business. Keep in touch.
Lou Friedmann, EVP
I think this is a great idea - it's simple and should be useful to a lot of our students. Does anyone else have any ideas that we should pass along to optionsXpress? If so, leave them in the comments below. Thanks Paul for your follow-through.
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal.
November 16, 2006
Help Us Make the Snider Investment Method Better
Please mark your calendars and plan to attend an all day meeting to explore
How to use the collective knowledge of our user community to make the Snider Investment Method™ better for everyone
Unless you were on the Inaugural Snider Investment Method Alumni Cruise, you have probably never attended a meeting like this one before. The meeting format:
- Lets us design our own agenda and promises that anything that is important to any of us about the theme has the opportunity to be discussed;
- Enables you to connect with others who share your interests at the meeting with an opportunity to continue networking with these people beyond the meeting;
- Acknowledges and works with the wisdom, experience, and expertise that you and others have to work on the theme;
- Provides the opportunity to have meaningful conversation, involvement, and connecting;
- Enables you to move from one discussion to another so that at every moment, you use your personal energy by either learning or contributing;
- Provides a written summary of every session compiled into a book of proceedings for each participant to use beyond the meeting for ongoing work; and
- Supports action planning at the meeting itself and beyond the meeting.
The meeting format is called Open Space Technology and it produces amazing results in a very short time. Meeting details are as follows:
Saturday, February 3, 2007
8:00 AM to 5:00 PM
American Airlines Training & Conference Center
Fort Worth, Texas
Cost: $95 per person
includes lunch and all-day snacks
Our objectives are:
- Identify the issues involved in creating a vibrant community of users working to extend and improve the Snider Investment Method
- Create working groups of people willing to tackle those issues and next steps
- Understand how Kim Snider Financial Communications and Chronim Advisors can best facilitate the efforts of the working groups
- Ultimately, create an ongoing framework for the community to assume ownership of the Snider Method and continually make it better for themselves and everyone else who uses it. Think open source software and you'll kind of get the big idea.
There are some givens, or assumptions, that you should work within during this meeting and all follow-up activities:
- The company will embrace and disseminate any changes that can be empirically proven to improve the Snider Method within the current risk reward profile
- All extensions or improvements to the Snider Method become the intellectual property of the company. Members of the working groups will receive no compensation for their ideas other than the warm and fuzzy feeling that comes from helping other people.
- The company will do its best to facilitate and support all working groups but the groups are expected to be self-organizing
How to Register
Please call Kim Snider Financial Communications at 214-965-9950 or 866-952-0100 with your credit card handy to register.
What to Expect
- In the morning when you arrive for the Open Space meeting, the meeting room will be set up with a circle of chairs. Pick any chair. Together, we will create the agenda during the first thirty minutes. Through the creation of the agenda, leaders of topics will identify themselves. Each person will be invited to sign up for the topics they are interested in. Participants will then manage their own time and energy, attending sessions of interest. Leaders will be responsible for getting their topic going, ensuring that a report of the proceedings is created for entry into the book of proceedings.
- Company employees will participate in meetings that are of interest to them. They may also convene a meeting like anyone else.
- There will be a break for lunch. We will eat together in the Black Hawk Dining Room. Lunch is provided as part of the price. There will be no formal breaks, however break stations will be set up with snacks and beverages.
- At the end of the day, we will gather again in our circle. We will review the list of topics and the session notes for each meeting and action plans for next steps. We will end at 5 PM.
- More information about the process that we will use for our meeting is available at www.openspaceworld.org.
- Copies of the book of proceedings will be distributed to everyone and posted on the Snider Insider. Next steps will proceed according to "givens" that were noted previously.
Please join me in Open Space. Working together, I know we can make the Snider Method even better than it is today.
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal.
November 03, 2006
Week of 11/5/2006 - Upcoming Events
11/4/2006 - Radio Show
Financial Success Coaching with Kim Snider will feature an interview with Mark Hulbert. Mark Hulbert is a columnist for MarketWatch.com and editor of Hulbert's Financial Digest, a newsletter that tracks the performance of other newsletters. We will be talking about the importance of discipline in successful investing. As always, Kim will also talk about why she believes cash flow investing is superior to capital appreciation investments. Financial Success Coaching with Kim Snider airs every Saturday at noon on KRLD NewsRadio 1080 AM in Dallas, TX. You can also hear the broadcast streamed live at krld.com.
Free Snider Investment Method™ Information Sessions
These evening events give you the opportunity to learn:
- Why the way you've been taught to invest your money is old and outdated
- How I invest my own money and why
- How you can put the Snider Investment Method to work in your portfolio risk free
- How the Snider Investment Method creates consistent, low risk cash flow, allowing you to double how much you can withdraw from your retirement accounts compared to traditional investments
- How our approach differs from that of your broker, financial planner or investment seminars like Compound Stock Earnings, Wizetrade, InvestTools, Optionetics or Optioneer
We will be holding three free information sessions in the Dallas Fort Worth area next week. They start at 6:30 PM and end by 9:00 PM. Light hors d'oeuvres and beverages are served beginning at 6:00 PM. Locations are:
- Tuesday, November 7 - Stonebriar Country Club, Frisco, TX
- Wednesday, November 8 - Fort Worth Club - Fort Worth, TX
- Thursday, November 9 - Frontiers of Flight Museum - Dallas, TX
Registration is required. Register online at http://www.kimsnider.com/free_signup.php
11/11/2006 - Radio Show
Financial Success Coaching with Kim Snider will feature an interview with Annika Sundén, co-author of "Coming Up Short: The Challenge of 401(k) Plans". Annika Sundén is a research associate at the Center for Retirement Research at Boston College. We will be talking about the mistakes investors make that keep 401(k), 403(b) and SIMPLE plans from living up to their potential for providing sufficient lifetime income to retirees. As always, Kim will also talk about why she believes cash flow investing is superior to capital appreciation investments. Financial Success Coaching with Kim Snider airs every Saturday at noon on KRLD NewsRadio 1080 AM in Dallas, TX. You can also hear the broadcast streamed live at krld.com.
Through 11/30/2006 - KRLD's Online Investor Workshop
You can watch a ten minute video, featuring yours truly, titled "The Power of a Portfolio Paycheck." It is part of KRLD's Online Investor Workshop. The topic is how to hedge the risk of losing your job, becoming disabled, having your retirement savings wiped out or running out of money before you run out of time on earth. Free registration is required. The Power of a Portfolio Paycheck will be available at krld.com through the end of November.
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal.
October 28, 2006
Alumni-Only Snider Investment Method Refresher
I have had
several requests in recent weeks for a one-day, alumni-only, Snider Investment MethodTM refresher class.
The people who have asked for it have indicated they want just the meat and the
ability to ask questions without getting the new students off track.
I would be happy to put an alumni-only refresher together if there is enough interest. Of course, I would incur a cost that I would have to pass on.
So my question is, how many of you would be interested and in what format? We could either do a live refresher at the American Airlines Training & Conference Center in Dallas - Fort Worth or we could do an on-line event so that anyone could attend.
Please let me know if you would be interested and which format you prefer by completing the survey below. Both obviously have plusses and minuses. I am willing to do it either way.
Also, if you are interested, please tell me what topics you would like/need for us to cover. You can leave that information in the comments section down below.
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal.
October 20, 2006
Clients eat up Asset Management luncheon
A gracious thank you to all who attended our Asset Management client luncheon at the Park City club on Thursday, October 19. Warm fellowship, wonderful food and insightful discussions brought great meaning to this semi-annual event. We are honored by the trust our clients place in us and value the time spent together.
We've posted a copy of the luncheon presentation and will soon post a photo album on our new www.chronim.com website. Look under the Resources heading at www.chronim.com for the Asset Management Luncheon tab, or simply click here to visit the site.
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal.
September 29, 2006
NBC5 - Pay it off
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal.
September 25, 2006
KRLD - Online Investor Workshop Segment
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal.
September 20, 2006
Pay it off teaser
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal.
June 21, 2006
Thought for the Day
| Really big people are, above everything else, courteous, considerate and generous - not just to some people in some circumstances - but to everyone all the time." | |
|
Thomas J. Watson 1874-1956, Founder of IBM
Kim Snider, Kim Snider Financial Communications, Chronim Investments and/or Snider Advisors make no representation that the information and opinions expressed are accurate, complete or current. The opinions expressed should not be construed as financial, legal, tax, or other advice and are provided for informational purposes only. Call 866-952-0100 to request the Snider Investment Method™ Owner's Manual, which includes a description of the Snider Investment Method, investment objectives, risks, suitability and other information. Please read and consider carefully before investing. All investments are subject to risk including possible loss of principal. |
