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Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and all charges and expenses. Brokerage services provided by Folio Institutional, a division of Folio Investments Inc., member FINRA/SIPC and an unaffiliated SEC-registered broker-dealer.

Q4 2019 Portfolio Update

October 2, 2019

We placed the trades yesterday as result of our quarterly investment committee review. Please watch the video to learn more about the changes that we made to your investments and the rationale behind these actions.


As always, don't hesitate to reach out should you have any questions. Thanks!




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Update to Our Long Term Capital Market Assumptions

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