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Jim Lowell (RSS)

James Lowell is a Money and Investing columnist for Forbes Magazine and the Editor of the multiple award-winning independent newsletter, Fidelity Investor.

James is also partner and chief investment strategist of Adviser Investments, a private money management firm advising on over $1 billion, based in Newton, MA. (Adviser Investments receives no fees or compensation from any fund family, nor does it sell or promote investment or insurance products. It is a fee-only firm.) Before joining Adviser Investments, Lowell was the Chief Portfolio Strategist for the Boston-based investment bank of Adams, Harkness & Hill.

He also pens the weekly electronic Fidelity Sector Investor and the customized, independent 401(k) Focus service. He is also the founding Editor of The ETF Trader on Marketwatch from Dow Jones; is featured monthly as an investment strategist columnist on Marketwatch; and is also the Editor-in-Chief of The Forbes ETF Advisor by Jim Lowell, an independent investment advisory service exclusively focused on exchange-traded funds.

The founder and Chairman of The Rankings Service, James is a recognized authority on investing. The Rankings Service is an independent, objective, third party research service for institutional clients, providing proprietary review, analysis and monitoring of individual investment manager performance.

He has also written several books on investing, including Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007).

James is a weekly contributor on Fox Business News and has written and lectured extensively on investing and personal finance for national audiences, magazines, TV, radio and online media including Bloomberg (radio and TV), CNN, CNBC and PBS' Nightly Business Report. His market views and opinions appear frequently in such publications as Barrons, Business Week, The New York Times, The Wall Street Journal, Fortune, Investment News, Money and Smart Money to name but a few.
Advisory Services

Fidelity Investor

  • Focus: Fidelity mutual funds & ETFs
  • Volatility Level: Low
  • Price: $99.95 for one year
  • Guarantee: Full refund within 6 months, pro-rated after
Service Features:
  • Monthly Issues (mailed & online)
  • Weekly Emailed Hotlines
  • Emailed Flash Alerts
  • Performance Updates on 5 Model Portfolios
  • Quarterly Review of Over 100 401k Plans
  • Exclusive Fund Manager Interviews
  • 24/7 Access to Subscriber-Only Website
Fidelity Sector Investor
  • Focus: Fidelity mutual funds & ETFs
  • Volatility Level: Medium to High
  • Price: $179 for 3-month trial
  • Guarantee: Full refund within 60 days, pro-rated after
Service Features:
  • Weekly Emailed Issues
  • Emailed Flash Alerts
  • Performance Updates on 4 Model Portfolios
  • 24/7 Access to Subscriber-Only Website