Dow Theory Forecasts

Special Reports

• Surviving Volatile Markets
• Here's Why You Should Stay in the Stock Market
• Sitting on the Sidelines

Tools & Resources

• Financial Planner
• Retirement Optimizer
• Asset Optimizer
• Glossary of Investment Terms
• The Winning Edge on Wall Street
• Quadrix Explained
• View Sample Issue

Meet Our Team

Our longevity in the investment-advisory business is not the only factor that sets us apart from the competition. Indeed, the newsletter industry is often regarded as a "cottage industry," where a single person is the entire research, editorial, customer service, and production department rolled into one.

That is not the case at Dow Theory Forecasts. Our depth runs throughout the entire organization, from our experienced research team to our customer-service department. Indeed, since all of our operations are done in-house - from opening the subscribers' mail and keeping subscription records to typesetting and mailing the newsletter - our ability to serve you is unparalleled in the industry.

Higher-quality people provide higher-quality advice. That is why Dow Theory Forecasts employs analysts with strong academic and professional backgrounds. Below is some background information on the people responsible for Dow Theory Forecasts.

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Editor, Vice President
Richard Moroney, CFA
First year at company: 1989
Undergraduate education: B.S. (journalism/economics) from Northwestern University, 1989
Graduate education: M.B.A. (finance/accounting) from University of Chicago, 1996
Chartered Financial Analyst designation: granted 1992

 

 

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Managing Editor, Dow Theory Forecasts
Bob Sweet, CFA
First year at company: 1999
Undergraduate education: B.S. (journalism/English) from Northwestern University, 1991
Chartered Financial Analyst designation: granted 2003

 

 

 

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Contributing Editor
Charles Carlson, CFA
First year at company: 1982
Undergraduate education: B.S. (journalism) from Northwestern University, 1982
Graduate education: M.B.A. (finance) from University of Chicago, 1993
Chartered Financial Analyst designation: granted 1986

 

 

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Analyst
David Wright, CFA
First year at company: 1997
Undergraduate education: B.A. (economics) from Indiana University, 1990
Graduate education: M.B.A. (finance) from DePaul University, 1995
Chartered Financial Analyst designation: granted 2001