Dear US retiree,
We owe you an explanation.
You have been reading US Retirement Report for weeks. Maybe months.
You have opened emails about Social Security…
…and dividend income machines…
…and Warren Buffett…
and Carol and Robert…
…and my mother.
And you have never known who we are.
Not our names. Not our backgrounds. Not why we started this.
Today we are going to tell you.
All of it.
The Conflict.
The team behind US Retirement Report works for one of the largest financial publishing companies in the world.
We are not going to name it. Not yet.
But you have certainly heard of it.
You may have subscribed to one of its publications. Your neighbor probably has.
We have spent decades inside the machine.
Understanding how it works.
Understanding how financial content gets made.
And here is the conflict.
Our employer does not know we are doing this.
So we stayed quiet.
We built US Retirement Report in the evenings and on weekends.
We wrote the emails before work and after the kids were in bed.
We did not put our names on it because we were not ready to have that conversation with our employer.
But we are getting ready.
Who We Actually Are.
The team behind US Retirement Report.
A Chartered Financial Analyst with more than 20 years in financial publishing. Has worked at some of the most recognized names in retirement and investing media. And more important? His stock-picking record is in the top 1% of financial analysts according to TipRanks.
An economist with a Master's degree. Has spent more than 10 years analyzing the macroeconomic forces that determine whether retirement savings grow or shrink. Social Security. Medicare. Inflation. Interest rates. The policy decisions that affect your retirement income.
A veteran financial analyst with 11 years of experience evaluating income investments. BDCs. REITs. MLPs. Preferred stocks. Closed-end funds. The instruments that generate fat double-digit yields that most retail investors never find because most financial publications never cover them.
Three people.
One shared belief.
The American retirement system is failing the people it was built to serve.
Not through malice.
Through indifference.
Through a financial media that covers what happened yesterday and moves on.
Through advisors who meet with clients twice a year and call it guidance.
Through a culture that tells retirees to protect everything and grow nothing and hope it lasts.
We believe something different.
We believe the retirees who thrive are the ones who understand the income method.
Who build assets that pay them regardless of what the market does.
We built US Retirement Report to find those retirees.
To show them what income investing actually looks like in practice.
To hand them the premium picks and ongoing monitoring that used to cost $10,000 a year to access.
The Core 5 Is the Proof.
Yesterday we told you about five businesses inside the Core 5 starter portfolio.
The one with 673 consecutive monthly checks. Never missed one.
The one with 15 years of dividend raises and zero cuts.
The one that gets paid on pipes. Not oil prices.
The one whose dividend has not changed since 2014. Through everything.
The one that is the landlord of corporate America's back office. Paying north of 10%.
We wrote each of those up ourselves.
Not a content farm. Not an outsourced research team. Not a robo-generated summary.
A CFA in the top 1% of analysts sitting at a desk with financial statements and a blank page asking one question.
Would I hold this in my own retirement account?
We built the investment case from scratch. The thesis. The risk. The tracking items. The bottom line. Plain language. No jargon. No hedging.
That is the standard every pick in Income Advisor is held to.
The Core 5 is yours free tomorrow.
The August 3rd picks go even deeper.
Why We Are Telling You This Now?
Because tomorrow the door opens.
And we wanted you to know exactly who you are trusting with $4.95.
Not an anonymous newsletter.
Not a content farm.
A CFA in the top 1% of analysts on TipRanks.
An economist with a Master's degree who has spent a decade analyzing exactly the policy forces that affect your retirement income.
A veteran analyst with decades evaluating the income instruments most financial publications never cover.
Three people who believe in what they are building.
We are not ready to put our names on it publicly yet.
That conversation with our employer is coming.
When it happens we will tell every subscriber. Free and paid. Exactly who we are. Where we have worked. What we have built. The full story.
That email will be one of the most important ones we ever send.
But today is not that day.
Today we just want you to know this.
The people behind this publication are real. Their credentials are real. Their conviction is real.
And the premium income picks they are going to send you on August 3rd are the same quality they would stake their professional reputations on.
Because they are.
You are in good hands.
Tomorrow we prove it.
Tomorrow. The Door Opens.
Friday morning US Retirement Report Income Advisor opens for founding members.
$4.95 for your first month.
Your first two picks arrive Monday, August 3rd.
Pick day. The first Monday of every month. Set your alarm.
Complete research. Full financial modeling. Specific entry points. Exact position sizing. Scenario analysis. Written by a CFA in the top 1% of analysts who would hold these positions in his own account.
Monthly monitoring on every position we ever recommend. Forever.
The Core 5 free immediately on joining.
Two additional free bonuses.
Then less than $15 a month. Locked forever as a founding member.
89 spots remaining.
When they are gone the price more than doubles. Permanently.
The checkout link goes live tomorrow morning.
You now know who built this.
You know why.
You know what it costs.
You have seen the quality of what goes out under this name.
673 consecutive monthly checks. Never missed one.
Fifteen years of raises. Zero cuts.
Getting paid on the pipes. Not the oil price.
That is who we are.
That is what we build.
Tomorrow you can decide if it is worth $4.95 to get more of it.
We think it is.
Watch your inbox.
Stay sharp.
— US Retirement Report
This newsletter is for informational and educational purposes only and does not constitute financial, tax, or investment advice. Please consult a qualified financial advisor before making any investment decisions.
Move this email to your Primary inbox so you never miss a daily briefing. On mobile: tap the three dots. Move to Primary.