Below is a list of all models that are scheduled to trade today……June 8th, 2015. All revisions for these models have been posted and are ready to view.
*As a reminder, the Revision Explanation Presentation/Video will be posted later today. We will be sending out another email notifying you when it is posted. Once posted, it can be viewed via e-mail or on the LSA website.
** TRADE DATE SCHEDULED FOR TODAY…….. JUNE 8, 2015! **
A brief summary of the changes are below. There will be a more detailed explanation to follow.
- LSA Affected Models
- Private Client (Inclusive of NTF Models), Schwab NTF, Fidelity NTF, TDA NTF
- Private Client Traditional (Inclusive of NTF Models), Schwab NTF, Fidelity NTF, TDA NTF
- Private Client Tax Efficient (Inclusive of NTF Models)
If you have any questions please feel free to contact us at support@LSAportfolios.com or call us at 866-581-5724.