Feb-22 Count Model Portfolio Changes

Feb-2022 Count Model Portfolio Change Reports The change reports provide details of recent portfolio changes including the rationale for decisions. FirstChoice Managed Account 2022 0214 Change Report – FirstChoice Managed Account Portfolios – Core Wrap Models – Accumulation 2022 0214 Change Report – Wrap Model Portfolios – Accumulation Wrap Models – Income 2022 0214 ChangeRead more…

Feb-22 Russell Investments SMA Trade Update

This is an update on the recent market volatility and changes made to the portfolios during the February 2022 rebalance. Market update It’s been a volatile start to the year for financial markets (but not too surprising nor out of line with history or our own expectations) with changing and rising expectations of interest rateRead more…