IRA-401K Advisor

Your retirement account is your most important asset. In these unpredictable markets, you can’t afford to not invest your nest egg with a professional. Dave & Donald Moenning’s IRA-401K Adviser offers professionally run, risk managed portfolios designed for longer-term retirement plans.

$20/Mo

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Ratings & Reviews

3 Ratings

About Dave & Donald Moenning

Dave and Donald Moenning are a father-and-son duo who specialize in growing their clients' portfolios in any market condition. Dave is a full-time money manager and the President and Chief Investment Strategist of my Chicago-based Registered In...

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The IRA-401K Manager Services are professionally run, risk managed portfolios designed for longer-term retirement plans. This product offers four unique models to help guide your IRA/401K, or other retirement funds.
  • Buy and Hold
  • ETFs
  • Retirement
  • 401k
1.01%
-0.87%
Verified by Marketfy. View Portfolio

Product Features

  • Resource Page

    Discover a variety of educational resources to help you start learning Dave & Donald’s strategy, community rules, and how to get the most out of the product.

  • Activity Feed

    Keep up to date on everything going on in the product! Marketfy aggregates all of Dave & Donald’s blog posts, videos, and trade alerts in real-time to give you one feed with all of the latest activity.

  • Blog Posts

    Stay ahead of the market with Dave & Donald’s insight and commentary. Stock market updates and outlooks have never been more accessible.

  • Videos

    Access a video library filled with education to help you succeed in the market. Now it’s easy to understand the strategy and know what stocks to watch each day.

  • Trading Portfolio

    Track trading portfolio and real-time trade alerts via email or text message. Discover past trades and dive into charts of the strategy over time.

What Members Are Saying

Peace of mind. Great service. They call it well, but also let you know when they don't and then make the appropriate changes. Weekly updates, which is perfect. No busy trading. Stay in when it's ti...

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Options and stocks involve substantial risk and are not suitable for all investors. Subscribers are urged to evaluate any strategy prior to use to understand the risks and suitability for their personal investment use. Please read Characteristics and Risks of Standardized Options prior to investing in options.

If you engage or plan to engage in auto-trading of any strategy, please refer to All About Auto-Trading.

This portfolio is a sample “paper” portfolio for informational and educational purposes only recommended by Dave & Donald Moenning as representative of IRA-401K Advisor and is not tailored to the individual circumstances or investment needs of any subscriber. This portfolio does not represent an actual portfolio held by Dave & Donald Moenning, and the performance of this portfolio is not necessarily the performance experienced by Dave & Donald Moenning with respect to [his/her] securities holdings and trades. Dave & Donald Moenning may have a financial interest in the recommendations [he/she] makes as [he/she] may hold or trade some of the same securities for [him/her]self, family members and [his/her] clients.

It should not be assumed that future recommendations will be profitable or will equal past performance. As with any potential opportunity to earn profits, there is a risk of loss.