Examples of some of the regular communication pieces that are sent out to our clients:

Quarterly Market Review: 
Brief Market Recap published quarterly. This features a discussion of the markets during the prior quarter and a summary of historical performance for the major asset style passive indices for the prior quarter.
Includes accompanying video.

Capital Markets Outlook:
Provides brief outlook on the economy quarterly. Discusses interest rates, employment, capital markets, domestic and international equities, emerging markets, real estate, private equity, hedge funds, and more. Includes accompanying video.

Retirement Insights:
A quarterly newsletter which features news for retirement plan sponsors, a Q&A, and more.

Financial Insights:
A monthly newsletter which features financial articles of interest. 

Weekly Market Report:
This is a short piece distributed every Monday that contains news of interest and updates on the financial markets.
Includes accompanying video.


ARTICLES OF INTEREST: