Financial Professional
Institutional Investor
Individual & Shareholder

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? - 2019 Was a Notable Year for Stocks. Now What?
  4. Academic Perspectives - Professor Meir Statman: Good Framing Shortcuts Can Help Avoid Costly Framing Errors & Professor Sunil Wahal: Competition in Investment Products


Want a version you can customize and share with clients?

Contact Us for a White-Label PDF

Download Newsletter

Download a PDF version of this month's newsletter.


Stay informed with our monthly newsletter. Receive timely updates on our strategy and investment insights.