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Monthly Newsletter

  • Keep clients updated with the latest portfolio performance and economic events
  • Provide historical context on industry trends and the topic du jour in the news cycle
  • Get an academic perspective on topics related to investing, saving, and spending habits
  • Delivered in a client-approved format

In this issue

  1. Market Review - Snapshot, Equity Returns, Fixed-Income Returns
  2. Portfolio Updates - U.S. Equity ETF, U.S. Small Cap Value ETF, International Equity ETF, International Small Cap Value ETF and Emerging Markets Equity ETF
  3. Did you know? - Seeking Peak Performance? Think Long Term
  4. Academic Perspective - Professor Hal Hershfield: Empathizing with Your Future Self May Help Long-Term Decision-Making

 

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