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Recommended Brokerage Firm

Great execution, reasonable commissions, good customer service and the ability to use all the tools of the Snider Investment Method® are the most important factors to evaluate when choosing an online broker. We recommend optionsXpress®because we think they are among the best in the business meeting these factors. Barron's Magazine named optionsXpress® the best online broker for the fourth year in a row. optionsXpress® is also highly rated by Forbes and Money Magazine. See Awards

Visit their website: http://www.optionsxpress.com

Snider Advisors has an economic incentives for recommending that prospects and clients open an account at optionsXpress®. Specifically, as part of a loan agreement with optionsXpress®, Snider Advisors receives payment in the form of a loan reduction for each new account it refers to optionsXpress® and any of its affiliates. More detailed information about the loan agreement and our fiduciary responsibility can be found in the ADVII (Schedule F, Section 12A and 12B). Clients may contact Snider Advisors with any questions regarding its relationship with optionsXpress®and the terms of the agreement.



Recommended Data Provider

Lattco™ is a new position generator developed exclusively for the Snider Investment Method. Lattco automatically applies the Snider Method stock-selection process to all available stocks and options, and generates the list of new positions for you. It's fast, easy and accurate, and it's available to consulting clients for just $30 each month you use it.

Learn more at Chronim.com



Recommended Tax Software

*GainsKeeper® for individual investors arms you with accurate cost basis, gain/loss information, and trade decision tools that maximize after-tax returns -- powering investors to better results. Gainskeeper® is available within your optionsXpress account and can be activated by clicking on the Tax Resources link on your Account Activity screen. Your trade information is automatically uploaded and reports are generated directly from your account.

Visit their website: www.optionsxpress.com/welcome/tour/account/tax.aspx

 *Descriptive text taken from GainsKeeper website.



Recommended Tax Software

*TradeLog™ trade accounting and tax is the software tool recommended by Snider Advisors to facilitate tax reporting. TradeLog is a powerful, yet easy to use program designed specifically for traders and investors. You simply import your OptionsXpress trade activity directly into TradeLog and the software computes your required IRS information.

Visit their website: http://www.armencomp.com/tradelog

 *Descriptive text taken from TradeLog website.



Ft. Worth Club

Fort Worth information sessions are held at the Fort Worth Club. The club is located on 7th Street in downtown Fort Worth, Texas.

For directions, go to their website at: www.fortworthclub.com



Dallas Information Sessions
When was the last time you said WOW? We are so pleased to introduce the new venue for our Dallas information sessions - the newly opened, world-class, Frontiers of Flight Museum at Dallas Love Field. The 100,000 sq. ft. museum includes a theatre where we hold our information sessions. The theatre is complete with auditorium seating, state of the art A/V and surround sound . Your registration not only gets you in to see Kim's program, but it also gives you free admission to the museum. Come experience the story of those who went higher, faster, farther, first in aviation & aerospace.

For more information, go to their website at: http://www.flightmuseum.com


Stonebriar Country Club Information Sessions
Frisco information sessions are held at the Stonebriar Country Club. The club is located at 5050 Country Club Drive, Frisco, Texas.

For directions to the Stonebriar Country Club, click here.
For more information, go to their website at:
http://www.stonebriar.com


American Airlines Training & Conference Center
The learning environment at American Airlines Training & Conference Center allows individuals and groups to concentrate on the business at hand: the exchange of ideas and the unlimited potential of professional development and personal growth. These facts, coupled with its central location, make the American Airlines Training & Conference Center the perfect site for our Snider Investment Method Workshops.

For directions and a campus map, click here.
For more information, go to their website at: http://www.aaconferencecenter.dolce.com

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Join Kim for a FREE Information Session
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Take Control of Your Investments
Enroll in the Snider Method Workshop, a two-day course focused on the Snider Method. Learn the step-by-step approach to managing your own investments - no previous investing experience required. And, it's easier than you think!
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