ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy


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US Equities

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Foreign Dev. Equities

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Foreign Emerg. Equities

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Bonds by Type

Corporate Bonds

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Muni Bonds

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Foreign Bonds

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Asset Allocation

All Accounts, by Asset Class

Asset Class Positions Market Value Percentage
Bonds509,233331,176,484,270 59.3 %
Cash266,40177,701,585,388 13.9 %
Equities1,573,086145,418,485,622 26.0 %
Other69,8484,564,476,330 0.8 %
Data created: 2013-05-12
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