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Who's behind FundAlarm?

FundAlarm is created, designed and maintained by Roy Weitz, CPA (also Esq., but we don't talk about that). Roy has no affiliation with any mutual fund company, and he earns no compensation from the sale of mutual funds or other investments.

[More about Roy below...]

FundAlarm is offered as a free public service. Nothing in FundAlarm may be copied, sold, or reproduced on another Web site (or in any other form) without our prior written approval. However, we do permit limited quotation, as long as the quoted material is atributed to FundAlarm, and the FundAlarm URL (FundAlarm.com) appears with the quoted material.

The usual, boring (but important) disclaimer

Data is obtained from sources believed to be reliable, and every effort is made to ensure accuracy. However, information and data is not warranted or guaranteed in any manner. Information on manager changes is as complete and timely as possible, but users should be aware that some manager changes may be missing, and a notice may not be posted until a month (or longer) after a change has actually occurred.

Neither FundAlarm nor Roy Weitz is engaged in the business of providing investment advice. You must make your own informed decision to sell any mutual fund, although your decision may be based in whole or part on information obtained from FundAlarm. Neither FundAlarm nor Roy Weitz is responsible for damages of any kind alleged to have been incurred by using or relying on information obtained from FundAlarm including, without limitation, damages attributable to foregone income, foregone capital appreciation or loss of net worth. If you do not understand and agree to all of the information in this section, please do not visit FundAlarm.


Roy Weitz
Publisher, FundAlarm.com

On the day that I was born, in New York, Elizabeth became Queen of England. She's looking a lot older, and so am I, but I've been less embarrassed by family members.

My undergraduate degree is in English. Lured by the Beach Boys and Disneyland, I moved to Los Angeles and entered UCLA Law School. I was admitted to the California Bar in 1977 but I have never -- I swear -- practiced law. I also have an MBA from UCLA. I've been a CPA since 1982. I used to be a Certified Financial Planner (CFP), but I refused to take their silly Continuing Education classes, so now I can't call myself a CFP.

During my career, I've been a partner in a local CPA/financial planning firm. I have also edited a financial planning journal, and spent a total of about 8 years with Price Waterhouse, mostly doing personal financial planning. Price Waterhouse was the pioneer among national CPA firms in making specific investment recommendations, and I gained some great mutual fund experience at PW. I also worked extensively with mutual funds when I had my own firm, and I've been investing in mutual funds personally for over 25 years.

I live in the San Fernando Valley with two females and a swaggering male, one of them human. And, yes, I do have a real job: For the past twelve years, I've been the investment, accounting, and tax manager for a non-profit corporation in Los Angeles.

"How many people work on FundAlarm?" Only me, plus David Snowball on the FundAlarm Annex (a monthly feature that focuses on new and undiscovered funds). Readers occasionally suggest ideas and provide news items, and more of the same is always welcome.

"Do you make any money from FundAlarm?" Some readers make voluntary contributions, and that helps with expenses. In fact, FundAlarm couldn't and wouldn't exist without support from its readers. I also make a little bit from the site's association with Amazon.com, which I also put back into the site. Otherwise, I don't make a penny. I don't receive any income from investment clients or consulting arrangements, and I don't have any securities licenses, secret motives, or hidden agendas. What you see is all there is.

"Does it cost a lot of money to publish FundAlarm?" About the same as the monthly lease payment for a nice car.

"Does it take a lot of time?" You wouldn't believe it.

"Why do you do it?" Mostly, because I enjoy it. Also because:
"So, are you ever going to get a life?" Probably not.

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