LSA Model Revisions

LSA MODEL PORTFOLIO REVISION TRADE SCHEDULE

LSA will begin making revisions to many of the model portfolios over the next several weeks. Please note the date that the revisions will be posted to the website.

***ALL trade dates will be ONE WEEK later than the post date.

REVISIONS POSTED:

Tuesday, October 31st: ETF and ETF TACTICAL models

Wednesday, November 1st: Private Client Blended

Thursday, November 2nd: Private Client Traditional

Friday, November 3rd: Private Client

Monday, November 6th: Bear Market Entry, Cautious Bear Plus, Private Client Less Than $100k, Private Client Income

**** Private Client Tax Efficient will NOT trade during Capital Gains season ***

Tuesday, November 7th: American Funds, Fidelity, Vanguard

Wednesday, November 8th: SRI: Socially Responsible

Thursday, November 9th: DFA and DFA Blended

Friday, November 10th: Jackson National Elite Access and VOYA Select Advantage

** The revision explanation will be posted to the LSA website tomorrow.

If you have any questions, please contact us and we’ll be happy to help.

The LSA Team

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