Sheldon Jacobs was founding editor and publisher of The No-Load Fund Investor newsletter. He was author of “Investing Without Wall Street” (John Wiley & Sons, 2012).
Area of Expertise: mutual fund investing
Books: “Investing Without Wall Street”
Topics Presented in Speeches: “How to Get the Highest Returns With the Least Effort;” “The Five ‘Essentials’ of Investing” and “The Two Fund Solution”
Sheldon Jacobs began as an author and investment adviser. He wrote the first self-help book on no-load mutual funds. Published in 1974 by Simon & Schuster, “Put Money in Your Pocket” helped foster the growth of no-load funds. It launched a career that enabled him to found a popular investment newsletter, The No-Load Fund Investor, which was the number one financial newsletter in America for risk-adjusted performance for the 15 years ending June 2006. Jacobs was a member of Bottom Line’s investment advisory panel, was a founding advisor to Charles Schwab’s Financial Advisory Service Board, and was listed in Who’s Who in America. He was retired and living off his investments and Social Security when he died at age 84 in March 2015.
Articles by this Author
Portfolio Strategies »
Investors should emphasize making the correct asset allocation and diversification decisions, taking into account personal financial and family factors.
June 2012 | Journal