“This investing system works exceptionally well for us.

We came to Jason’s writing after the typical life journey of young urban professionals, through fee-based financial planners and “independent” advisors who direct their clients to diversified, actively-managed funds with back-loaded fee structures. We’d already read widely, including texts like William Bernstein’s The Intelligent Asset Allocator.

Jason and his supporting cast have codified and tested a system that is efficient with our precious time, and recognizes how psychology impacts our investing decisions. The system helps us recognize buying opportunities, and extract value at appropriate intervals.

We call this a “living system” because we’ve followed it for more than 10 years, and seen it evolve. Jason learns from and adapts to dynamics of the markets, over time.

Jason breaks through our news bubble each week with a fairly-priced and independent perspective, practical guidance, the latest ideas under consideration, and a weekly coaching session which is crucial for many of us! All in newsletter or podcast formats, with a user guide that’s updated regularly. (I especially appreciated the podcast when I was on the road every week.)

We’ve followed the system through our 50s and, now in our early 60s, are ready to retire from full-time employment. We’re retirement-ready thanks in large part to applying the three tiers of this Signal System in our 401k, IRAs, and non-registered accounts. We recommend it to all of our friends who show any interest in investing.”

“Shifting my view, as the 3% approach leads, from reactionary to curious bystander is a challenge, but Jason Kelly’s weekly encouragement in his newsletter helps me stay the course. For that alone, I’m grateful and the newsletter reinforces sanity when many other venues suggest calamity.”

“I’ve been a subscriber for three years. I left half of my account managed by a ‘professional’ to know in real time how Jason’s strategy compared to a professional investment manager. Sadly (or happily, depending on your perspective) the 3Sig system has consistently beaten my managed account in both up and down years. Jason’s books say this, but I guess I needed to demonstrate it to myself to believe it. Doing it this way has given me confidence to do my own investing across all of my accounts.”

“My wife and I finally hit $1 million net worth. 2020 has been my most profitable year yet. I fully moved over to 9Sig in my IRAs during the bottom and the giant buy signal. That worked out very well for me.”

“I’ve always been very careful with my finances, living below my means, something I believe I learned from grandparents who lived through the Depression.  I’ve been interested in finance and wanted to start my own business for as long as I can remember, and began investing in my teens.  My wife Amy has been onboard with me since our beginning.

We bought a cheap fixer-upper home in 1995, the year we were married, which we still live in today. We are both business owners. Mine is a residential construction company and Amy is a partner in a graphic design firm. We live in an area where we can easily get out and enjoy nature. I mountain bike and ski regularly, trails are right out our back door. Amy plays tennis in the summer and hockey in the winter. We also love to travel and make a point to get out of town a couple times a year to see the world.

Investing has been an up and down experience but I’ve stuck with it… from nothing. I started investing in DRIP’s when I was 15, then on to mutual funds, index funds, broker help then back on my own because I wasn’t happy using a broker, stock picking…  Some wins, some losses, lots of learning (though I am still no expert), and then I stumbled onto you a long time ago and devoured your material (wish I could remember when I started). It was definitely in your stock days.

The Sig plans have created a world of difference. And 2020 worked out right!

It’s allowing me to “retire” at 52 from my crazy, all-consuming residential construction world and move onto things I have interest in but didn’t have time for. One of them is to get back into the deeper study of the financial world, along with creating a lot of free time for fun.  Hard to believe Amy and I are darn close to a $2 million net worth.

Also exciting for us, our daughter Aidan has a newfound interest in the markets and Amy and I are getting her going on the Sig plans (I’ve had a school fund going in them for a long time, but now she has her own monies she wants to invest).  It’s just great; she is off to the races.

Well, thank you for everything you’ve done. It really is amazing, and gives me peace of mind in every market condition.”

“I have learned a great deal in the short time I have subscribed to your letter, not only about stocks, but about business in general. … I find your enthusiasm infectious and encouraging, enjoy your writing style, and while I don’t always agree with your analysis and opinions on things, I really enjoy reading them and always look forward to reading your weekly letter and updates.”

“No one else has ever sent me any of these personal ‘best wishes’ sort of emails. That says something about you. The world could do with a few more Jason Kellys. This sort of thing takes just a minute and is good for business but I don’t get the sense that this is the only (or main) reason you do it.”

“I wanted to thank you for your sincerity, honesty, and candidness in your latest newsletter. I think you, and Warren Buffett, are the only two stock analysts that ever make it a point to tell the people they represent that they may have missed something.”

“I do not use any other subscription service. I enjoy your wit and humor, and especially your philosophy that great investing advice shouldn’t be expensive.”

“Your readers get to hear from a ‘real’ person, and they gain more of an appreciation of the soul behind the words.”

“I now subscribe only to IBD and the Kelly Letter because they are both the best value.”

“This newsletter remains the most understandable review of the market, and the most prescient outlook, that I’ve ever read.”

“This holistic approach is much more ‘real world’ to me than books, websites, or newsletters that only address specific trading techniques.”

“I really like your style of writing. I sometimes re-read a section, not for the stock info, but because I love the way you write.”

“Your insightful notes, colorful comments, and unexpected humor make for an exceptionally interesting and valuable letter. Thanks for all your work in sharing it with us at a great price.”

“You have caused me a time management problem. I used to spend 1-2 hours a day studying the WSJ, IBD, NYT, Fortune, Forbes, etc. and now I just match what you do and am doing much better than before.”