Trade Alerts & Model Portfolio Updates

We believe in keeping clients informed about the more significant changes we make within our model portfolios. When we place trades to adjust strategy, we explain the rationale here.

Featured
Reintroducing Equity Exposure on Improving Trend Signals - 05/09/25
Chris Gauthier, CFA - Chief Investment Officer
Reintroducing Equity Exposure on Improving Trend Signals - 05/09/25
Chris Gauthier, CFA - Chief Investment Officer
Chris Gauthier, CFA - Chief Investment Officer
Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | ETF-Only - 04/22/2025
Joe Gauvin
Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | ETF-Only - 04/22/2025
Joe Gauvin
Joe Gauvin
Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | Diversified - 04/22/2025
Joe Gauvin
Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | Diversified - 04/22/2025
Joe Gauvin
Joe Gauvin
Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | CarbonLITE - 04/22/2025
Joe Gauvin
Shifting Asset Class Exposure as the US Technical Backdrop Continues to Weaken | CarbonLITE - 04/22/2025
Joe Gauvin
Joe Gauvin
Reducing Equity Exposure Due to a Deteriorating Trend Signal | Diversified - 04/08/2025
Joe Gauvin
Reducing Equity Exposure Due to a Deteriorating Trend Signal | Diversified - 04/08/2025
Joe Gauvin
Joe Gauvin
Reducing Equity Exposure Due to a Deteriorating Trend Signal | ETF-Only - 04/08/2025
Joe Gauvin
Reducing Equity Exposure Due to a Deteriorating Trend Signal | ETF-Only - 04/08/2025
Joe Gauvin
Joe Gauvin
Reducing Equity Exposure Due to a Deteriorating Trend Signal | CarbonLITE - 04/08/2025
Joe Gauvin
Reducing Equity Exposure Due to a Deteriorating Trend Signal | CarbonLITE - 04/08/2025
Joe Gauvin
Joe Gauvin
Slight Cut in Equity Exposure Amid Weakening Investment Environment | CarbonLITE - 03/17/2025
Joe Gauvin
Slight Cut in Equity Exposure Amid Weakening Investment Environment | CarbonLITE - 03/17/2025
Joe Gauvin
Joe Gauvin
Slight Cut in Equity Exposure Amid Weakening Investment Environment | ETF - Only - 03/17/2025
Joe Gauvin
Slight Cut in Equity Exposure Amid Weakening Investment Environment | ETF - Only - 03/17/2025
Joe Gauvin
Joe Gauvin
Slight Cut in Equity Exposure Amid Weakening Investment Environment | Diversified - 03/17/2025
Joe Gauvin
Slight Cut in Equity Exposure Amid Weakening Investment Environment | Diversified - 03/17/2025
Joe Gauvin
Joe Gauvin
Decreasing Exposure to Equities | ETF-Only - 01/28/2025
Joe Gauvin
Decreasing Exposure to Equities | ETF-Only - 01/28/2025
Joe Gauvin
Joe Gauvin
Decreasing Exposure to Equities | CarbonLITE - 01/28/2025
Joe Gauvin
Decreasing Exposure to Equities | CarbonLITE - 01/28/2025
Joe Gauvin
Joe Gauvin
Decreasing Exposure to Equities | Diversified - 01/28/2025
Joe Gauvin
Decreasing Exposure to Equities | Diversified - 01/28/2025
Joe Gauvin
Joe Gauvin
Unlocking Value from Interest Rate Cuts | Diversified ETF-Only - 09/24/24
Joe Gauvin
Unlocking Value from Interest Rate Cuts | Diversified ETF-Only - 09/24/24
Joe Gauvin
Joe Gauvin
Unlocking Value from Interest Rate Cuts | Diversified - 09/24/24
Joe Gauvin
Unlocking Value from Interest Rate Cuts | Diversified - 09/24/24
Joe Gauvin
Joe Gauvin
Extending Bond Duration in Response to Interest Rate Cuts | CarbonLITE - 9/24/24
Joe Gauvin
Extending Bond Duration in Response to Interest Rate Cuts | CarbonLITE - 9/24/24
Joe Gauvin
Joe Gauvin
Equity Market Resilience: Signals of Strength | Diversified - 6/4/2024
Joe Gauvin
Equity Market Resilience: Signals of Strength | Diversified - 6/4/2024
Joe Gauvin
Joe Gauvin
Equity Market Resilience: Signals of Strength | CarbonLITE - 6/4/2024
Joe Gauvin
Equity Market Resilience: Signals of Strength | CarbonLITE - 6/4/2024
Joe Gauvin
Joe Gauvin
Equity Market Resilience: Signals of Strength | ETF-Only - 6/4/2024
Joe Gauvin
Equity Market Resilience: Signals of Strength | ETF-Only - 6/4/2024
Joe Gauvin
Joe Gauvin