LSA Revisions – November 2017
Mutual Fund & ETF Model Revisions – (Inclusive of the NTF Models): Please make sure to login to the LSA website to review all revisions and the investment rationale.
LSA Trade Dates This Week, and Investment Rationale:
ETF and ETF TACTICAL models – targeted trade date – Tuesday, November 7th
Private Client Blended – targeted trade date – Wednesday, November 8th
Private Client Traditional – targeted trade date – Thursday, November 9th
Private Client – targeted trade date – Friday, November 10th
**** Private Client Tax Efficient will NOT trade during Capital Gains season ***
Model Revisions Posting This Week:
Monday, November 6th: Bear Market Entry, Cautious Bear Plus, Private Client Less Than $100k, Private Client Income – targeted trade date – Monday, November 13th
Tuesday, November 7th: American Funds, Fidelity, Vanguard– targeted trade date – Tuesday, November 14th
Wednesday, November 8th: SRI: Socially Responsible – targeted trade date – Wednesday, November 15th
Thursday, November 9th: DFA and DFA Blended – targeted trade date – Thursday, November 16th
Friday, November 10th: Jackson National Elite Access and VOYA Select Advantage – targeted trade date – Thursday, November 17th
*As a reminder, the Revision Explanation Presentation/Video is posted in the “News & Announcements,” section on the LSA Beta home page and will be posted at the end of the business day on the targeted posted date.