The updates scheduled for September 27th were posted yesterday after markets closed. Please login to your website to see the updated portfolio allocations for Private Client (Mutual Funds), Bear Market Entry, Cautious Bear Plus, ETF’s, Schwab NTF, American Funds and Fidelity. The video presentation explaining the changes will be posted to the site by noon (central) today and can be found in the “Monitoring Reports” box of the portfolio page you are viewing and by clicking on “Portfolio Management.” If you have any questions as to where to locate the presentation, please feel free to contact us and we’ll be happy to assist.
We will release the following allocation updates AFTER markets close today for: Allianz, AXA, Hartford, ING VUL, ING VA, ING Select Advantage and Jefferson National.
September 27th: COMPLETED
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PRIVATE CLIENT (MUTUAL FUNDS)
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ETF’s
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SCHWAB NTF
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AMERICAN FUNDS
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FIDELITY
September 28th:
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ALLIANZ
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AXA
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HARTFORD
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ING VUL
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ING VA
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ING SELECT ADVANTAGE
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JACKSON NATIONAL
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JEFFERSON NATIONAL
LSA Connect 