DATE

ITEM

ACTION

12/31/2015

Would you like to receive a copy of our latest SEC Form ADV?

YES

NO

12/28/2015

Would you like to schedule Annual Portfolio Review?
An annual review allows you to update our team with any changes that might have taken place with your current goals and objectives.

YES

NO

12/08/2015

Market Update: FED’s Voting Members | view

12/08/2015

Market Update: S&P 500 Direction | view

11/23/2015

Market Update: S&P 500 Direction | view

11/03/2015

Market Update: FOMC Update | view

10/30/2015

Market Update: Rally Approaching Resistance 2 | view

10/12/2015

Market Update: Rally Approaching Resistance | view

10/10/2015

HS Quarterly Statements have been released

09/22/2015

Market Update: Market Correction Update | view

09/15/2015

Market Update: FOMC Rate Forecast | view

09/14/2015

Market Update: Market Correction Update | view

08/25/2015

Market Update: China Fears may be Overdone | view

08/13/2015

Market Update: Market Internals Weak | view

07/15/2015

Market Update: Geopolitical Developments | view

07/10/2015

HS Quarterly Statements have been released

07/01/2015

Commodities Forecast | view

07/01/2015

Strategy Forecast | view

06/25/2015

Market Update: Global Risks Looming | view

06/02/2015

Market Update: US Economy Contracts | view

05/21/2015

Market Update: Market Conviction Weak | view

04/29/2015

Market Update: Equity Complacency | view

04/10/2015

HS Quarterly Statements have been released

03/27/2015

Market Update: Equities Range Bound | view

03/20/2015

Market Update: FED & Yield Curve | view

03/20/2015

Market Update: Breakout & Continuation | view

02/27/2015

Market Update: S&P Continuation | view

02/06/2015

Market Update: Secular Bull | view

01/31/2015

Commodities Update | view

01/31/2015

Sector / Style Update | view

01/31/2015

Strategy Update | view

01/21/2015

Market Update: Volatility & Markets | view

01/10/2015

HS Quarterly Statements have been released