INVESTMENT RESOURCES

Current Events

• February 2022: Russian-Ukranian Conflict
• August 2019: Market Update
• Investing in Marijuana - Position Paper
• The Dow is Not the Market
• Client Perspective: Making Sense of Recent Market Moves

Model Information

• Model Portfolio Holdings
• Our Investment Philosophy
• Guide: Choosing the Right Model
• Model Portfolio Overviews
• Our ESG Approach

Market Commentary

• 2022 Q3 Market Commentary
• 2022 Q2 Investment Commentary
• 2022 Q1 Investment Commentary
• 2021 Q4 Investment Commentary
• 2021 Q3 Investment Commentary
• 2021 Q2 Investment Commentary

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Morningstar

• CORE | Morningstar
• TRACKER | Morningstar
• CORE WITH DFA | Morningstar
• ALL DFA | Morningstar
• CAUSE NTF | Morningstar
• KICK START | Morningstar

Index Performance

• October 2022 Monthly Index Returns
• September 2022 Monthly Index Returns
• August 2022 Monthly Index Returns
• July 2022 Monthly Index Returns
• June 2022 Monthly Index Returns
• May 2022 Monthly Index Returns

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