XYIS Xtra | All About the Models! A New Model, A Name Change, and a Model Change

A bit of a different spin this week!  More of an update on some recent changes PLUS (based on YOUR feedback!) we are introducing an audio version via SoundCloud, for when you’re on the go!  

We have a new model to announce, are making some changes to a couple of existing models, are changing the name to one of our existing models and a question for those of you interested in ESG and SRI portfolios.   

In this 10 minute installment we discuss:

• Getting the story RIGHT
• CORE | COST | CAUSE | CRAFT
• Revisit the S.A.T.S. (The Four Non-Investment Factors When Constructing Portfolios)
• Name Change
• Core NTF = Cost NTF
• Why?  Listen!
• NEW MODEL - Kick Start
• Help your clients Kick Start! their accounts!
• Designed for accounts less than $5k
• Invest with as little as $100
• Model Updates (for a description of the changes, click the links)
• CORE
• COST NTF (formerly CORE NTF)
• CAUSE DFA
• A question about ESG and SRI

Upcoming Training:

Be sure to check out our quarterly webinar where we present the latest market and economic commentary, as well as provide a presentation with talking points you can use with clients.

Thursday, April 18th - Market Bytes + Economy Talking Points