https://www.alphaglider.com/blog daily 0.75 2025-07-19 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1463865066077-BYFONCKAZ4FQUDPCTSNX/Newspapers-unsplash.jpeg Blog https://www.alphaglider.com/blog/2026/1/18/cio-commentary monthly 0.5 2026-01-23 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/9a588107-d6d1-4e55-b770-3081af89a428/Key+Indexes.png Blog - 4Q25 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/a02c45cf-4d9a-412a-a607-a1813cca02fc/inflation+%26+rates.png Blog - 4Q25 CIO Commentary - Make it stand out Source: Reuters https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/505d42b3-4c91-4f6a-a594-a33f3570a0cd/tariff+rates.png Blog - 4Q25 CIO Commentary - Make it stand out Source: Gita Gopinath & Brent Neiman https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/f3d0c814-526e-49f0-85cd-5ef0278c4bc4/Venezuela+oil+production.jpg Blog - 4Q25 CIO Commentary - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/09702b77-e7d6-4acd-b60c-54da61f1cd6c/EM+valuations-AG.jpg Blog - 4Q25 CIO Commentary - Make it stand out Source: Topdown Charts, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/f50ba13f-32b2-4d8f-b9ba-b426f6b8121d/Household+equity+holdings%3AAGpng.png Blog - 4Q25 CIO Commentary - Make it stand out Source: Federal Reserve Bank of St. Louis (FRED), AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/37be23f8-93c8-4b21-9aec-6b04ba7e04c6/S%26P+500+Shiller+PE-AG.jpg Blog - 4Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/b3c578be-ebe5-4f12-ae14-b8f1f910dabe/Concentration.png Blog - 4Q25 CIO Commentary - Make it stand out Source: AlphaGlider with data from RightCapital https://www.alphaglider.com/blog/2025/10/18/roth-conversions monthly 0.5 2025-10-18 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/78e8e068-acb7-4b73-92ee-fa3cfd1763a2/roth-conversion-infographic-L.png Blog - Roth Conversions and You - Make it stand out Source: Fidelity Investments https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1fb6374f-06be-41b3-8afc-379ec8a33fe3/Effective+Tax+Rate-Status+Quo.png Blog - Roth Conversions and You - Make it stand out Source: AlphaGlider with data from RightCapital https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/796ed1f2-930b-4054-b255-87e4c8687eac/Effective+Tax+Rate-with+Roth+Conversions.png Blog - Roth Conversions and You - Make it stand out Source: AlphaGlider with data from RightCapital https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/5ce64e12-4843-4968-b579-6ef12249b77f/Roth+conversion+improvement.png Blog - Roth Conversions and You - Make it stand out Source: AlphaGlider with data from RightCapital https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/ec4a9ccd-aed0-44ff-9e13-34e9113327e9/US+deficit-unsustainable%3AAG.jpg Blog - Roth Conversions and You - Make it stand out Source: US Treasury, AlphaGlider https://www.alphaglider.com/blog/2025/10/17/cio-commentary monthly 0.5 2025-10-18 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/6337b9a4-45c5-4173-8b76-2dd4933127a7/Key+Indexes.png Blog - 3Q25 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/246d5013-fff4-48bf-8e1f-0ed8f4d45b8f/inflation+PMI+up%2C+CPI+to+follow+8AUG+Krugman%3ATorsten+Slok.jpg Blog - 3Q25 CIO Commentary - Make it stand out Source: Torsten Slok/Apollo, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/336d9e13-4213-43b7-adad-6602e196017c/Jobs.png Blog - 3Q25 CIO Commentary - Make it stand out Source: CBS News https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/4c45c0e1-6683-43fe-aee2-6148c46a8479/AI+infrastructure+spend-driving+GDP.gif Blog - 3Q25 CIO Commentary - Make it stand out Source: BlackRock, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/42f180c6-fb7e-4a53-8a6f-f0e9caa9e54e/AI-Capex+of+hyperscalers.jpg Blog - 3Q25 CIO Commentary - Make it stand out Source: Citi Research https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/9a739aa5-3fc6-4a28-9847-0eea36b8a113/top+10+now+vs+TMT.jpeg Blog - 3Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/b72b03c4-27b7-4ebd-a925-ecb4bab63247/Dollar+Debasement.png Blog - 3Q25 CIO Commentary - Make it stand out Source: AlphaGlider, Koyfin https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/74d897aa-f145-449f-a1dc-c3e3d28fd319/Tariffs.png Blog - 3Q25 CIO Commentary - Make it stand out Source: JP Morgan Asset Management https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/c5180541-4112-4f40-9f6b-96d6360f83e5/AG+Planning+2.png Blog - 3Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1fb6374f-06be-41b3-8afc-379ec8a33fe3/Effective+Tax+Rate-Status+Quo.png Blog - 3Q25 CIO Commentary - Make it stand out Source: AlphaGlider with data from RightCapital https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/796ed1f2-930b-4054-b255-87e4c8687eac/Effective+Tax+Rate-with+Roth+Conversions.png Blog - 3Q25 CIO Commentary - Make it stand out Source: AlphaGlider with data from RightCapital https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/5ce64e12-4843-4968-b579-6ef12249b77f/Roth+conversion+improvement.png Blog - 3Q25 CIO Commentary - Make it stand out Source: AlphaGlider with data from RightCapital https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/ec4a9ccd-aed0-44ff-9e13-34e9113327e9/US+deficit-unsustainable%3AAG.jpg Blog - 3Q25 CIO Commentary - Make it stand out Source: US Treasury, AlphaGlider https://www.alphaglider.com/blog/2025/7/19/cio-commentary monthly 0.5 2025-10-17 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/e27904b2-7050-4e15-93f6-82026deebbe0/Key+Indexes.png Blog - 2Q25 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1a2f3552-54d9-4e2c-bb1b-da21474b0443/Inflation-June+CPI.png Blog - 2Q25 CIO Commentary - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/c96698ec-983c-47b6-ba56-43010bb29274/US+goods+imports.png Blog - 2Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/8c49f219-b62d-4368-b79a-4e3c4224943d/Japan+auto+import+prices.png Blog - 2Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/6558200e-34bd-4324-9f6a-6bc5b572e5c5/Budget-benefits+by+household+income+bracket.png Blog - 2Q25 CIO Commentary - Make it stand out Source: The New York Times https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/dce51134-2c8f-454c-9fdc-ab8d30e287fd/Debt+Soars+Over+the+Next+30+Years+Under+OBBBA_1.jpeg Blog - 2Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/e52315fa-e59c-4019-91f1-7b09fa365872/debt+interest+as+%25+of+rev.png Blog - 2Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/8e5ada5d-09a5-451e-bd65-f5fa29492b7d/30-Year+govt+bonds+27may.jpeg Blog - 2Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/0c1b1356-e5c1-4d1f-adbc-f689bf0e1ae3/budget+bill-benefits+by+income+bracket+2-WAPO.png Blog - 2Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/fac3520f-e7d0-40aa-b353-ff75ce128b3c/AG+planning.png Blog - 2Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/8b06614a-8759-409e-8c99-a128910e7df7/AG+vault.png Blog - 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1Q25 CIO Commentary - Make it stand out Source: The New York Times, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/f9102d76-36cd-4282-acd5-50aecb7e7610/Tariff+levels+over+time.jpg Blog - 1Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/011790d6-01fa-4793-a492-3ff45b330bdc/AI+Capex.png Blog - 1Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/d4fa1af5-77ad-4dff-9af3-c20cb94f2d7e/German+fiscal+plans.png Blog - 1Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/70d208a3-dc88-4c89-933c-d9d42608e741/1ftp_Primary_Horizontal_FullColor.png Blog - 1Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/b3452f59-e58d-49c0-ba80-0edc5add68c8/Ceres.png Blog - 1Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/eab8ff2c-ed21-42b5-8c4f-f238cfd37653/Vanguard.png Blog - 1Q25 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.alphaglider.com/blog/2025/1/21/cio-commentary monthly 0.5 2025-04-11 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/22ff5b36-353c-4a40-9488-7bcc1213946f/Key+Indexes.png Blog - 4Q24 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/c22576b1-6aaf-40ca-b57e-9214a14f7892/DXY.png Blog - 4Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/754320c8-36be-485a-8548-755ec5f02c47/Inflation.png Blog - 4Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/d9b5860a-9f21-482c-90ae-45206fdbc629/10-yr+vs+Fed+Funds.png Blog - 4Q24 CIO Commentary - Make it stand out Source: Koyfin, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/d91670e6-afd5-4bc9-8ddd-e63fe95ce25f/Trump+10-yr+deficit+impacts.png Blog - 4Q24 CIO Commentary - Make it stand out Source: JP Morgan Asset Management https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/15f45c05-275e-40d2-966e-eceee62cd15f/debt+under+Trump-CRFB.png Blog - 4Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/e52e02a8-1738-4658-ae66-602d79376b53/Mortgage+rates.png Blog - 4Q24 CIO Commentary - Make it stand out Source: St. Louis Fed, AlphaGlider https://www.alphaglider.com/blog/2024/10/14/cio-commentary monthly 0.5 2025-01-21 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/4c0f6fd8-7f56-4e9d-a998-e2aaf31d981b/Key+Indexes.png Blog - 3Q24 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/8d96b8bd-fdb5-48c9-a542-222e3d47e960/yield+curve.png Blog - 3Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/ee750138-38b7-4870-a6c4-c25eba889219/Jobs.png Blog - 3Q24 CIO Commentary - Make it stand out Source: Bureau of Labor Statistics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/eb23908e-00aa-464a-87db-eafd5fe6a2f8/inflation.png Blog - 3Q24 CIO Commentary - Make it stand out Source: Axios Visuals; Data: Bureau of Labor Statistics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/0612e894-aee3-48eb-ba48-66e9d1abbfac/CPI.png Blog - 3Q24 CIO Commentary - Make it stand out Source: Federal Reserve Bank of St. Louis; Data: US Bureau of labor Statistics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/f81d99c0-9a70-4fd1-bd60-603d502f83a8/10-Yr+Fiscal+Impact.png Blog - 3Q24 CIO Commentary - Make it stand out Source: Committee for a Responsible Federal Budget https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/df3dcc26-34cc-4b2b-a7bd-b875fc63a63f/First+Street.png Blog - 3Q24 CIO Commentary - Make it stand out Source: Washingon Post https://www.alphaglider.com/blog/2024/7/17/cio-commentary monthly 0.5 2024-10-14 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/ed6f32b3-b342-4f5f-b601-b3422f56911e/Key+Indexes.png Blog - 2Q24 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/911a61bd-28b5-4a8e-bf40-52f11f5f5fba/NVDA+vs+Europe.png Blog - 2Q24 CIO Commentary - Make it stand out Source: CNBC https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/2d3f9bf2-9571-45dc-b4f5-c733f2b47cbf/federal+deficit.png Blog - 2Q24 CIO Commentary - Make it stand out Source: Alphaglider, J.P. Morgan Asset Management; data from CBO https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/a10e3cba-8843-4e6a-a620-17933b5629f4/Interest+on+US+debt.png Blog - 2Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/2cec39b1-2cbe-454e-9f18-25f8eb87f044/car+exports+by+country.jpeg Blog - 2Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/8146a10a-c959-4c2d-80b4-975d98836067/US+vs+Int%27l.png Blog - 2Q24 CIO Commentary - Make it stand out Source: J.P. Morgan Asset Management https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/be98c5de-11e4-44d8-a18b-932409b403d0/Growth+vs+Value.png Blog - 2Q24 CIO Commentary - Make it stand out Source: J.P. Morgan Asset Management, with data from FactSet, Russell, NBER; Growth is represented by the Russell 1000 Growth Index, Value by the Russell 1000 Value Index. Long-term averages are monthly, since Dec 1997. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/622f0e62-d92c-477e-a425-960f061d6f5f/mkt+cap%3Astyle+matrix.png Blog - 2Q24 CIO Commentary - Make it stand out Source: J.P. Morgan Asset Management https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/39b743d5-77ce-430d-8d83-c29bcd2bb4c4/Lost+decades.png Blog - 2Q24 CIO Commentary - Make it stand out Source: BMO https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/e99047dd-bc68-4308-be26-86045e74812e/Research+Associates+10-yr+Average+REAL+Return+Expectations.png Blog - 2Q24 CIO Commentary - Make it stand out Source: AlphaGlider, Research Associates https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/efaf6f4d-4ac0-4a63-b227-99e98b0bb05c/US+Large+Cap+Margins-JPMAM.png Blog - 2Q24 CIO Commentary - Make it stand out Source: J.P. Morgan Asset Management https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/883723e0-9eee-4ea8-9646-cb92029a37b7/JP+Morgan+Asset+Management+10-15-yr+Average+NOMINAL+Return+Expectations.png Blog - 2Q24 CIO Commentary - Make it stand out Source: AlphaGlider, JP Morgan Asset Management https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/c8c42fc2-9152-43ff-8133-e9b60f0e12c1/equities-us+household+allocation.png Blog - 2Q24 CIO Commentary - Make it stand out Source: AlphaGlider, NDR https://www.alphaglider.com/blog/2024/4/25/howtoadult monthly 0.5 2024-04-26 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/ab1bfbe1-bade-425e-8fa5-449bcd995994/Different+Ages.png Blog - Financial Adulting 101 - Make it stand out Source: AlphaGlider *Key assumptions: 6% annual returns, 2.5% annual inflation, age 35 & 45 contributions adjusted upward for inflation, retirement age of 67 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/048b011b-fe34-4fbe-83f3-775be499c1a3/Different+Costs.png Blog - Financial Adulting 101 - Make it stand out Source: AlphaGlider *Key assumption: retirement age of 67 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/0774b006-f522-42d2-ac9d-510c5e52f96e/Roth+vs+Traditional.png Blog - Financial Adulting 101 - Make it stand out Source: AlphaGlider *Key assumptions: 6% annual returns, retirement age of 67 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/18f337fd-348b-46bf-adbb-ef0be8339193/LT+returns.png Blog - Financial Adulting 101 - Make it stand out Source: Barbara Friedberg with data from Aswath Damodaran https://www.alphaglider.com/blog/2024/4/23/cio-commentary monthly 0.5 2024-04-26 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/32be954b-72fc-4671-b640-4592bc53d44a/Key+Indexes.png Blog - 1Q24 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/3c55f7d2-7c52-418e-9462-a6cd8c642339/job+creation.png Blog - 1Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/cf48ec5f-744a-4800-8756-f35ea0978762/CPI.png Blog - 1Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/b9593ddb-4502-4b7c-bf47-8a0d5bc520c1/inflation+-+now+vs+1970s.png Blog - 1Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/7f3bebec-8235-46ca-8fab-b31301de4b06/Japan.png Blog - 1Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/a0a1938c-4d69-447e-928c-832f93870c7e/japan+vs+us+cape.png Blog - 1Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/6058738c-a4b0-4038-9b3b-089c1f3a5f90/Crude.png Blog - 1Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/ab1bfbe1-bade-425e-8fa5-449bcd995994/Different+Ages.png Blog - 1Q24 CIO Commentary - Make it stand out Source: AlphaGlider *Key assumptions: 6% annual returns, 2.5% annual inflation, age 35 & 45 contributions adjusted upward for inflation, retirement age of 67 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/048b011b-fe34-4fbe-83f3-775be499c1a3/Different+Costs.png Blog - 1Q24 CIO Commentary - Make it stand out Source: AlphaGlider *Key assumption: retirement age of 67 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/0774b006-f522-42d2-ac9d-510c5e52f96e/Roth+vs+Traditional.png Blog - 1Q24 CIO Commentary - Make it stand out Source: AlphaGlider *Key assumptions: 6% annual returns, retirement age of 67 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/18f337fd-348b-46bf-adbb-ef0be8339193/LT+returns.png Blog - 1Q24 CIO Commentary - Make it stand out Source: Barbara Friedberg with data from Aswath Damodaran https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/70d208a3-dc88-4c89-933c-d9d42608e741/1ftp_Primary_Horizontal_FullColor.png Blog - 1Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/f7dc60b0-2f3d-428d-8ca9-967901e953b7/Go+Electric.png Blog - 1Q24 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.alphaglider.com/blog/2024/1/18/cio-commentary monthly 0.5 2024-04-22 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/efe66b7f-ce15-40ca-b5f6-70b6cac73724/Indexes.png Blog - 4Q23 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/14c192a6-1c10-47f2-b1ee-a2b1b9ed0126/2023+forecasts.png Blog - 4Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/6d9a6c6e-a164-4eb4-997f-d2ae2899ae61/manufacturing+construction+4JAN+axios.png Blog - 4Q23 CIO Commentary - Make it stand out Source: Axis Visuals, US Census Bureau https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/e9f813f1-8236-4ad5-995c-80bba94dae06/current+inflation+like+the+70s.png Blog - 4Q23 CIO Commentary - Make it stand out Source: @Barchart https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/4e4eac28-c3e9-4d50-911a-ec5f11c525ae/S%26P+500+Growth+of+%241000.png Blog - 4Q23 CIO Commentary - Make it stand out Source: Capital Group https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/cb94fca4-2a35-47e6-93fc-f160050f03ed/I+Bonds.png Blog - 4Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/cf9019b9-0b2c-4fe1-b0f4-baad9c53d77e/SEC+X.png Blog - 4Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.alphaglider.com/blog/2023/10/17/cio-commentary monthly 0.5 2024-04-26 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/d7ca2dc1-d09d-4cfb-94cc-e428c4d785d6/Key+Indexes.png Blog - 3Q23 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/6cf6f386-a51a-4f9a-9a0d-3beacaae9b3b/JOLTS.png Blog - 3Q23 CIO Commentary - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/35df8ed9-47b1-4767-8218-68b8025e19be/inflation.png Blog - 3Q23 CIO Commentary - Make it stand out Source: Axis Visuals, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/a7641f47-3154-48d2-a146-d5bd203a12fe/10-yr.png Blog - 3Q23 CIO Commentary - Make it stand out Source: CNBC, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/46b9728c-78ad-4802-9fb6-36d6dee4fe0b/soft+landings-press.jpg Blog - 3Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/b0c55445-4344-4ef7-9cb3-9ab8a880cc84/soft+landing+calls-companies.png Blog - 3Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/cf446c8d-2f64-49cc-8bf3-c13d4009cd55/S%26P+500+Shiller+PE.png Blog - 3Q23 CIO Commentary - Make it stand out Source: multpl.com, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/56356af7-1abc-4967-9db0-34f52bcf8aa6/Operating+profit+margins.png Blog - 3Q23 CIO Commentary - Make it stand out Source: Yardeni Research, Inc. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/a8641db4-19fc-48db-9f38-e977c939da10/us+govt+debt.png Blog - 3Q23 CIO Commentary - Make it stand out Source: Longtermtrends https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/48cd240c-7a8b-4804-b52a-f53066b12169/oil.png Blog - 3Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/43e750cb-5030-4088-8653-89e72391b762/united-states-inflation-expectations%402x.png Blog - 3Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.alphaglider.com/blog/2023/7/18/cio-commentary monthly 0.5 2024-04-26 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/e8a08689-fc11-4115-bc08-3633a757da6c/Key+Indexes.png Blog - 2Q23 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/2b522f07-c770-4b17-9d20-036b6d398745/Inverted+Yield+Curve.png Blog - 2Q23 CIO Commentary - Make it stand out Source: @ianRHarnett, Absolute Strategy Research https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/4ef18301-970e-4a7e-aa9b-02d256d75352/CPI-June.png Blog - 2Q23 CIO Commentary - Make it stand out Source: Axis Visuals, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/965698f0-0983-4260-902a-b836600ab1ba/IAT.png Blog - 2Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/c80e6572-8d6d-4a1b-bac4-6b375427c8de/Web+Browser+Market+Share.png Blog - 2Q23 CIO Commentary - Make it stand out Source: Techspot/Cal Jeffrey and Julio Franco https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/6646ab04-cf2b-4d8a-8659-b0d672827489/Recent+I+Bonds.png Blog - 2Q23 CIO Commentary - Make it stand out Source: TreasuryDirect, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/2edd5185-d5ed-4092-be6b-5cf084f00466/I+Bonds.png Blog - 2Q23 CIO Commentary - Make it stand out Source: TreasuryDirect, AlphaGlider https://www.alphaglider.com/blog/2023/4/20/cio-commentary monthly 0.5 2024-04-26 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/0e568d74-41aa-4b23-99d7-83f7c1ac6f48/Key+Indexes.png Blog - 1Q23 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/0adf87d2-cc62-4c38-a649-bb930cc3cc9e/Core+Inflation.png Blog - 1Q23 CIO Commentary - Make it stand out Source: The New York Times https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/0a841c9b-ab7e-4e24-a87a-c69a805b36cf/Unemployment.png Blog - 1Q23 CIO Commentary - Make it stand out Source: US Bureau of Labor Statistics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/7086a66f-4d15-4a76-b040-37744be567e5/Wages.png Blog - 1Q23 CIO Commentary - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/d83f7c67-4998-44af-81b8-8735a7f92d92/Fed+is+Hiking+Quickly.png Blog - 1Q23 CIO Commentary - Make it stand out Source: Charles Schwab https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/13221be2-4259-48ef-ab91-2a0d05a0e62a/savings+account+rates.png Blog - 1Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/a1b86531-2b4c-4e02-a49e-b2f3b3862fc5/bank+credit.jpeg Blog - 1Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/0f762c97-4c68-4cfa-8a9e-edf4db3bac48/JPM.png Blog - 1Q23 CIO Commentary - Make it stand out Source: AlphaGlider, JP Morgan Asset Mgmt https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/990c50e7-e82d-451d-85da-1bd1dcf04f4d/Honnold+Foundation.png Blog - 1Q23 CIO Commentary - Make it stand out Source: New York Fed https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/18852e78-3c90-42b2-9df4-ee4fa847a650/1FTP.png Blog - 1Q23 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.alphaglider.com/blog/2023/1/16/cio-commentary monthly 0.5 2024-04-26 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/99e34f62-e187-46c4-aada-0e524159ef16/Key+Indexes.png Blog - 4Q22 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/cf78b428-88c1-4e56-8cc2-91ebfdeaf551/Inflation.png Blog - 4Q22 CIO Commentary - Make it stand out Source: The New York Times https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/d1d11c43-115f-4233-a3a0-e3fb60827c17/fed+dot+plot+vs+market.jpeg Blog - 4Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/3d2d31ae-6243-4613-b464-f219815cefc1/Case-Shiller.png Blog - 4Q22 CIO Commentary - Make it stand out Source: St. Louis Fed, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/50ddbb82-e661-4e53-b835-4ff8baff63dd/mortgages+by+credit+score.png Blog - 4Q22 CIO Commentary - Make it stand out Source: New York Fed https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/d7b10769-fa8d-44e2-9868-15963be2a8ea/home+prices+and+rates-AG.png Blog - 4Q22 CIO Commentary - Make it stand out Source: St. Louis Fed, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/f3ccfdd2-b03c-49b7-b0f1-751271369848/home-price-median-income.png Blog - 4Q22 CIO Commentary - Make it stand out Source: Longtermtrends https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/edc11c4f-699d-439d-acc5-d700c81c0311/Atlanta+HOAM.png Blog - 4Q22 CIO Commentary - Make it stand out Source: Atlanta Fed, AlphaGlider https://www.alphaglider.com/blog/2022/10/19/cio-commentary monthly 0.5 2024-04-21 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/8664a691-2dac-4f7a-a8bd-18c215c6ceca/Key+Indexes.png Blog - 3Q22 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/b924bf2e-8c43-472c-adcf-71c414e33ee7/Inflation-axios-alphaglider.png Blog - 3Q22 CIO Commentary - Make it stand out Source: Axios, data from Bureau of Labor Statistics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/b37a783d-b307-40e0-a9fb-ee5568accc06/Rates+and+Inflation.png Blog - 3Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1a36135f-7bc6-4b29-9757-1bf9e689fa39/French+Power+Prices.png Blog - 3Q22 CIO Commentary - Make it stand out Source: Trading Economics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/19e08fa7-7166-4256-ba3f-1b29d0a17f3a/French+PPI.png Blog - 3Q22 CIO Commentary - Make it stand out Source: Trading Economics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/f8e4db6b-2861-40dc-9467-e8db929a9471/An+issue+of+Truss.png Blog - 3Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/ed651bb3-05f5-4e11-a850-88b8e116575b/government-total-public.png Blog - 3Q22 CIO Commentary - Make it stand out Source: Longtermtrends https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/283bfef6-1c8a-45fe-9168-332a31dd8034/60%3A40+portfolio-AG.png Blog - 3Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/f49e0def-3ec4-4535-98ac-28429ea3856a/AG-B+Equity+Valuations.png Blog - 3Q22 CIO Commentary - Make it stand out Source: AlphaGlider, data from Morningstar https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/30fbc18a-66ec-40de-86d1-d23d71e44b36/PE10+US+vs+ROW%3B+US+down+31%25%2C+73%25+above+ROW.png Blog - 3Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/cf84b87f-7966-4985-bb52-2c67fdad15bd/Small+Caps-AG.png Blog - 3Q22 CIO Commentary - Make it stand out Source: Yardeni Research, AlphaGlider https://www.alphaglider.com/blog/2022/7/17/cio-commentary monthly 0.5 2022-10-19 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/48a15a9e-e809-4c67-85b7-ffaf99795b70/Key+Indexes.png Blog - 2Q22 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1828122b-70e6-4b3f-87e0-149b48b08b5b/60%3A40+portfolios-historical.jpeg Blog - 2Q22 CIO Commentary - Make it stand out Source: @awealthofcs, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/7c548229-5800-444f-9f05-78b58443d7c4/5-yr+inflation.png Blog - 2Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/922a721f-dfaf-401d-a544-05d1c6b1efbc/S%26P+500+returns+after+severe+price+falls.png Blog - 2Q22 CIO Commentary - Make it stand out Source: @awealthofcs, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/bc5fce50-08a3-4bfd-b598-0014ef3fbf83/S%26P+500+CAPE.jpeg Blog - 2Q22 CIO Commentary - Make it stand out Source: Real Investment Advice, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/3d0cff95-042f-4fba-9597-b7858d851505/S%26P+500+returns+10s+vs+00s.png Blog - 2Q22 CIO Commentary - Make it stand out Source: Wall Street Journal, Semper Augustus https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/6685bec5-838d-4f21-8638-f6dfc9e22e22/US-dev-em+CAPE+valuations.png Blog - 2Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.alphaglider.com/blog/2022/4/19/cio-commentary monthly 0.5 2022-07-17 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/db86e1d9-4fbe-477f-93db-42b59de916cd/Key+Indexes.png Blog - 1Q22 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/d04e9e90-8559-4573-96e5-f0d67aeca7eb/Inflation+around+the+world.png Blog - 1Q22 CIO Commentary - Make it stand out Source: The New York Times https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/61879e1b-ace1-40da-8ab7-d528e705b7ea/Aggressive+Fed+Rate+Increases.png Blog - 1Q22 CIO Commentary - Make it stand out Source: Capital Group, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/4582788a-7692-41cd-96fb-c7a086723424/Inverted+Yield+Curves.png Blog - 1Q22 CIO Commentary - Make it stand out Source: St. Louis Fed, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/a7c9c297-8217-4273-bf73-6f2345d271f9/wheat+prices.jpeg Blog - 1Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/202f68c6-a612-4df5-9879-9d04da6a89d5/oil+price+shock+%26+recessions-ag.png Blog - 1Q22 CIO Commentary - Make it stand out Source: @MacrobondF, h/t The Daily Shot https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/7769a4f3-18e8-4d1f-a0f9-f43ea75b3b18/Inflation+Expectations.png Blog - 1Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/d151a8b0-850b-4173-82be-581068538b45/1FTP.png Blog - 1Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/aca907dd-170c-4558-be85-6666685d62bb/license-plate-share.jpeg Blog - 1Q22 CIO Commentary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/2f4a8346-3d69-4454-a9ed-d3b827fdd92d/IPCC.png Blog - 1Q22 CIO Commentary - Make it stand out Source: Intergovernmental Panel on Climate Change (IPCC) https://www.alphaglider.com/blog/2022/1/14/cio-commentary monthly 0.5 2022-04-19 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/89b1f7a8-e6a1-4be3-af73-c5cb773f02e6/Indexes.png Blog - 4Q21 CIO Commentary - Make it stand out Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/a7bda3a5-838e-422c-94cb-e74b0c28452d/FANGM.jpeg Blog - 4Q21 CIO Commentary - Make it stand out Source: yardeni.com https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/eeadd06f-1314-495f-8889-131a8afd9452/Covid+copy+2.png Blog - 4Q21 CIO Commentary - Make it stand out Source: The New York Times https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/5b69048b-94bb-40f4-9c4b-13347f252270/real+10-yr+rates.png Blog - 4Q21 CIO Commentary - Make it stand out Source: St. Louis Fed, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/dc3e0b09-b424-467b-86dc-f72bd7ec5d9e/Buffett+Indicator.png Blog - 4Q21 CIO Commentary - Make it stand out Source: Longtermtrends https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/3961d9f0-8cab-4d69-9036-9e9a59c0703d/CAPE2.png Blog - 4Q21 CIO Commentary - Make it stand out Source: Longtermtrends https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/6164649d-83f1-4063-8521-ac77b416dc4a/S%26P+500+P%3AS.png Blog - 4Q21 CIO Commentary - Make it stand out Source: multpl.com https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/ff1d2df8-c791-490a-99aa-1bf07770e058/inflation-fed-recessions.png Blog - 4Q21 CIO Commentary - Make it stand out Source: St. Louis Fed, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/57108e7a-f2fe-41e2-a33a-7a769a50b52f/TLH-Vanguard.png Blog - 4Q21 CIO Commentary - Make it stand out Source: Vanguard https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/87dd4e7a-e739-4bad-a303-18634e8e2237/AG+Strategy+fee+reductions.png Blog - 4Q21 CIO Commentary - Make it stand out Source: AlphaGlider https://www.alphaglider.com/blog/2021/12/24/ibonds monthly 0.5 2021-12-24 https://www.alphaglider.com/blog/2021/10/13/cio-commentary-a6f2f monthly 0.5 2022-01-14 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1634169107939-NHK6N9V6B4IVZO1817EX/Indexes.png Blog - 3Q21 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1634169189760-U3FYF3OMHRRQROTWA5ZL/CDC+vaccine+effectiveness.png Blog - 3Q21 CIO Commentary - Make it stand out Source: Centers for Disease Control and Prevention https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1634175373562-9N5PSITVD5FZETK36OUP/Nonfarm+Jobs.png Blog - 3Q21 CIO Commentary - Make it stand out Source: The Washington Post https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1634170065234-08EMDPMMZXK13CHXFWQ9/inflation+2.jpeg Blog - 3Q21 CIO Commentary - Make it stand out Source: Yardeni Research https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1634172302264-GXZR17S4YTWSLKVHI01E/Real+10-yr+rates.png Blog - 3Q21 CIO Commentary - Make it stand out Source: Federal Reserve Bank of St. Louis https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1634174998137-41GERHHMQTUXCCLGE7KM/MSCI+China.png Blog - 3Q21 CIO Commentary - Make it stand out Source: Financial Times https://www.alphaglider.com/blog/2021/7/29/cio-commentary monthly 0.5 2021-10-13 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1627532627999-Q4KIWEP1N1DNTHY6ZX7P/Key+Indexes.png Blog - 2Q21 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1627533242405-J15N9AKJY9U8FMIFU8YT/CPI.png Blog - 2Q21 CIO Commentary - Make it stand out Source: Federal Reserve Bank of St. Louis https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1627533795940-SSD6BHF6A235CG07T8QH/unvaccinated.jpg Blog - 2Q21 CIO Commentary - Make it stand out Source: The San Diego Union-Tribune https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1627534948076-3N7O9FZT3QBBJENQWU8L/BTTF.jpeg Blog - 2Q21 CIO Commentary - Make it stand out Image courtesy of Universal City Studios, Inc. https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1627535295059-3PER7QJLGW3DV6XQZTD1/S%26P+500+Valuations.png Blog - 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2Q21 CIO Commentary - Make it stand out Source: JP Morgan Asset Management, https://www.alphaglider.com/blog/2021/4/22/cio-commentary monthly 0.5 2021-07-29 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1619109483959-RFTKH5ER6ID3T5UZK083/Key+Indexes.png Blog - 1Q21 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1619113790762-XGGOQLFJXRHEZ2JITIAG/inflation.png Blog - 1Q21 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1619114534060-K918PVWK9AXU4AIABJGC/Cash+is+going+through+the+roof.png Blog - 1Q21 CIO Commentary Source: longtermtrends.net https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1619114925621-JKN2X7A81TFV0V8H2U5P/Cash+isn%27t+changing+hands.png Blog - 1Q21 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1619115248015-AZPHPFJCW7CULEMAWV6B/debt+at+a+high.png Blog - 1Q21 CIO Commentary Source: longtermtrends.net https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1619115406583-Q86HYTOMF3B3KSBDR3LP/Treasury+yields+rising.png Blog - 1Q21 CIO Commentary Source: Koyfin https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1619116429398-ETK7WJ9ROPG0WM8NBE1Y/OVGC.jpg Blog - 1Q21 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1619116949974-HXIOK9MJ5V5RTAG85GF4/Rising+cost+of+climate.png Blog - 1Q21 CIO Commentary Source: The Brookings Institute https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1619116565158-OQ93ORJ4ZYI3Z8Y4TZYQ/1ftp_Primary_Horizontal_FullColor-2.png Blog - 1Q21 CIO Commentary https://www.alphaglider.com/blog/2021/2/19/creditcardrewards monthly 0.5 2021-12-23 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1613512417986-GXRL0K03Q7R18ZPEOU9X/credit_cards.png Blog - Don't Leave Money on the Table https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1613512330363-8BMKO9OFUBENC4FWEPPK/MC.png Blog - Don't Leave Money on the Table https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1613512281168-P11BKXWHSWH77691ZTDL/VISA.png Blog - 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4Q20 CIO Commentary Source: Youyang Gu/@youuanggu https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610288086494-PZ5YMW97WGHI08ZXEQ47/iu.png Blog - 4Q20 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610288547591-ZXQ9U6YQBLFALFR4SKTM/BusinessWeek.jpg Blog - 4Q20 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610290054678-DH30O0QYLTG9K02NKHSO/Tesla+vs+World.png Blog - 4Q20 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610290284280-10X079XM2Y6Q2T19ND04/Bitcoin.png Blog - 4Q20 CIO Commentary Source: StockCharts.com https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610290417846-5MSSQU8YDPMCEBG38VUN/SPACs.jpg Blog - 4Q20 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610290535339-WJJU2E8I64K0PJBM7SU2/Treasury+Real+Yields.png Blog - 4Q20 CIO Commentary Source: US Dept of the Treasury, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610290949933-3YRRSXFZEINLUOCY6NKO/S%26P+500+P%3AS.png Blog - 4Q20 CIO Commentary Source: Yardeni Research https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610291041829-977BP2DST2P5BRYCUTTA/Hussman-S%26P+500.jpg Blog - 4Q20 CIO Commentary Source: Hussman Strategic Advisors https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610291168262-P1AEKLCY2XGKKZCLAX1A/sp500-gdp-ratio.png Blog - 4Q20 CIO Commentary Source: Longtermtrends.net https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610292419088-O1144SJC9LLX2UVKLQXS/USA%3AWorld.png Blog - 4Q20 CIO Commentary Source: Longtermtrends.net https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1610292750038-854EH72TXXVC78ZO4D7V/Wall+Street.jpg Blog - 4Q20 CIO Commentary https://www.alphaglider.com/blog/2020/10/11/cio-commentary monthly 0.5 2020-12-31 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1602430720755-LAXNF5WE91PXIN5SQ5UW/Key+indexes.png Blog - 3Q20 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1602432684553-0P7ZVYB8TGDRR9BKRJUF/coronavirus-data-explorer.png Blog - 3Q20 CIO Commentary Source: OurWorldInData.org https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1602432792440-2IRDABO7ADGEXWCJ8EE0/Trump+Tweet.png Blog - 3Q20 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1602432859554-JZ8NCI3OQCH0713IFVN8/COVID+EU+vs+US.png Blog - 3Q20 CIO Commentary Source: GZERO, Johns Hopkins University https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1602433060958-NDTP1764CKLJJI7001CU/k-shaped-recovery.png Blog - 3Q20 CIO Commentary Source: The Wall Street Journal https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1602433380522-NHY6LE7KT5VKD3J0263Z/US+fiscal+stimulus.jpg Blog - 3Q20 CIO Commentary Source: BCA Research https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1602433512839-F0N9653OQU2G3BKYS6MM/federal+debt.png Blog - 3Q20 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1602433555924-360FEMNCSI3M5TS7J8PY/Fed%27s+new+dot+plot.png Blog - 3Q20 CIO Commentary Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1602433849982-CNFQCP8P60M68RZUIWN0/Dem+sweep.png Blog - 3Q20 CIO Commentary Source: PredictIt.org https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1602435219784-KG2XV2FXNHQJ9ZJ7MXKS/schwab.gif Blog - 3Q20 CIO Commentary https://www.alphaglider.com/blog/2020/7/16/cio-commentary monthly 0.5 2020-10-05 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594870963877-FP40YBY1GTGPJNJFPATN/Indexes.png Blog - 2Q20 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594871366320-QNVKYYWXCSD2MTKNNTD5/COVID+Cases.png Blog - 2Q20 CIO Commentary Source: OurWorldInData.org, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594871578711-JLKPDJPW3T578D0X7R29/COVID+Deaths.png Blog - 2Q20 CIO Commentary Source: OurWorldInData.org, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594871826530-SU9IATMWHKKQHET347CS/stimulus-fiscal+%26+monetary.png Blog - 2Q20 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594872005882-3B9NM7AYRPNTDBVV73TJ/US+personal+income.png Blog - 2Q20 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594871930815-OQBMKMYENIFK8SE5IQ8A/PMI+Indicies.jpg Blog - 2Q20 CIO Commentary Source: Koyfin https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594872088257-IVSIV2SEUOR6G1C8LQBG/S%26P+500+earnings.png Blog - 2Q20 CIO Commentary Source: Yardeni Research https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594872166067-VYJWNHGVL94Y05J4AM2Q/President+Odds.png Blog - 2Q20 CIO Commentary Source: ElectionBettingOdds.com, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594872386759-G90BXZY9TOU0WSUCB99H/PredictIt.png Blog - 2Q20 CIO Commentary Source: PredictIt https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594872747152-87USZQFLKV1CB2FOKUL4/FAAANM.png Blog - 2Q20 CIO Commentary Source: DoubleLine https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594917095536-YJ2MP2VOZKT0BSR9BD5Y/S%26P+500+2020+perf+by+mkt+cap.jpg Blog - 2Q20 CIO Commentary Source: Ben Carlson/@wealthofcs P/E: price to earnings ratio; P/S: sales; P/FCF: free cash flow; P/B: book https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594917528854-J3I4PBDKC6YMN1K1VRJX/Morningstar+Market+Barometer.png Blog - 2Q20 CIO Commentary Source: Morningstar https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594918795817-WPWALD8665KIR3PSHWYS/NASDAQ+vs+S%26P+500.jpg Blog - 2Q20 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1594919370993-PPWVIPLU07SXBP2NLI6W/M2+%26+velocity.png Blog - 2Q20 CIO Commentary https://www.alphaglider.com/blog/2020/4/13/1q20-cio-commentary monthly 0.5 2020-07-16 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586800737990-1836CQAHFV9EL6JT9KV5/1Q20.png Blog - 1Q20 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586801067851-GVPIOHAFA67T6GP832HV/US+jobless+claims+wk+2.jpg Blog - 1Q20 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586801572557-Z9NB6KG5MAE21RQCMIM9/World+Central+Banks.png Blog - 1Q20 CIO Commentary Source: Investing.com https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586802520225-SKMCSFT9N16N1GZFNKV5/Fed+B%3AS.png Blog - 1Q20 CIO Commentary Source: Board of Governors, St. Louis Fed, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586802670979-OAP3ED6Z1BOIUJ5DO7I3/CARES+Act+%40VisualCap.jpeg Blog - 1Q20 CIO Commentary Source: Visual Capitalist [note: graphic was created before the bill was finalized, before the total expenditure grew to $2.2 trillion] https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586802884207-YKR1M53R7BKIGTG1C5VS/oil-koyfin.png Blog - 1Q20 CIO Commentary Source: Koyfin https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586803096490-ANV921FM1Z0N2XHNXY6W/image-asset.png Blog - 1Q20 CIO Commentary Source: Board of Governors, St. Louis Fed https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586803889599-BOTY3LY1QGSQTLHFXJSK/US+GDP+by+quarter-GS2+1APR.png Blog - 1Q20 CIO Commentary Source: Goldman Sachs Investment Research https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586803992159-4R9MG9K7CM52XELXZ4KT/First+responders.jpg Blog - 1Q20 CIO Commentary Source: Mike Luckovich https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586805065752-XEXM7QG1SCNULXEZZFXW/S%26P+500+Historical+Weightings.png Blog - 1Q20 CIO Commentary Source: Bespoke Investment Group, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586805167522-9289UF1SSHFDZXXCQMHB/CAPE+by+major+region.png Blog - 1Q20 CIO Commentary Source: James Montier/GMO https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586805342704-MMQI9HG5ERWRNHM3G0PT/10-yr+inflation+expectations.png Blog - 1Q20 CIO Commentary Source: St. Louis Fed https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1586806893877-NZE13D5AHNW896K9JYF1/Sierra+Club+Foundation.png Blog - 1Q20 CIO Commentary https://www.alphaglider.com/blog/2020/1/13/4q19-cio-commentary monthly 0.5 2020-04-13 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1578936267026-2XJRCU2HY8OOF8280S9B/Indexes+and+Benchmarks.png Blog - 4Q19 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1578936658136-W7FO0G0W0EMVWDLLFT6A/S%26P+500+quarterly+earnings-AG.png Blog - 4Q19 CIO Commentary Source: FactSet, Axios Visuals, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1578936954670-HWDZFTXSG5WXTIU90PI0/Fed+B%3AS-FRED%3AAG.png Blog - 4Q19 CIO Commentary Source: Board of Governors, St. Louis Fed, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1578937341887-KTU30VTXAUW573U9QYW9/Central+Bank+Easing.png Blog - 4Q19 CIO Commentary Source: UBS, Financial Times Research https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1578937595899-NO14T3DT4SP13OSSIJQ5/China-US+tariffs+chart-piie+13DEC-AG.png Blog - 4Q19 CIO Commentary Source: Peterson Institute for International Economics, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1578939742944-3F6RQFPCKUZS70QJE19Y/Oil+Sanctions.jpeg Blog - 4Q19 CIO Commentary Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1578941327892-AX76PUPX33TY1HVIID01/SECURE+Act+summary.png Blog - 4Q19 CIO Commentary Source: Michael Kitces https://www.alphaglider.com/blog/2019/11/22/1in29 monthly 0.5 2021-01-31 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1612131564556-C7SUSH4JZSSJ9Y8G3003/1+in+29.png Blog - 1 in 29 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1574457634264-GM72YTJTPB3SFJ4NKWDU/LC+Core+Performance.png Blog - 1 in 29 Source: SPIVA® U.S. Scorecard, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1574457806883-B5M6PH3AM6MIA5NT882Y/LC+Core+Count.png Blog - 1 in 29 Source: SPIVA® U.S. Scorecard, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1574299999718-OLJNSUZQR64GVY6JYFOI/Domestic+Equity+Performance.png Blog - 1 in 29 Source: SPIVA® U.S. Scorecard, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1574300508903-KALPQ7Z4PXOGX5GNC8MV/Int%27l+Equity+Performance.png Blog - 1 in 29 Source: SPIVA® U.S. Scorecard, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1574300368967-TWW8I31KQ4P2IVM2Q9KI/Fixed+Income+Performance.png Blog - 1 in 29 Source: SPIVA® U.S. Scorecard, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1574458935392-ROYA4W085Y3BEPQA0OCL/LC+Top+Quartile+Persistence.png Blog - 1 in 29 Source: The Persistence Report, AlphaGlider https://www.alphaglider.com/blog/2019/10/21/3q19-cio-commentary monthly 0.5 2020-01-13 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571687194527-1LTR9JCTZWNTT59NN5GV/2019.3Q+Indexes.png Blog - 3Q19 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571695270700-1B4VDT5CHR6X86AMFN9N/fed+funds+rate+%40RobinBrooksIIF.png Blog - 3Q19 CIO Commentary Source: Institute of International Finance, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571695352299-KHOWRXADCXK5ZIMRJ207/inverted+yld+curve-another+look.jpg Blog - 3Q19 CIO Commentary Source: @OddStats, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571695646976-IGSDL6RAQ8D8JQA0B1QY/consumer+confidence+expectations.png Blog - 3Q19 CIO Commentary Source: The Daily Shot https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571695765962-RFJ3C17TBYY3HJW11RY7/image-asset.jpeg Blog - 3Q19 CIO Commentary Source: Pictet Asset Management https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571696405888-0WW9XJXOIVBX64B26P1B/House+Buying+Conditions.jpeg Blog - 3Q19 CIO Commentary Source: Renaissance Macro https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571696590016-1NV17I6L7Z70CDASWXPB/ISM+index+%26+export+orders-gap-DB.jpeg Blog - 3Q19 CIO Commentary Source: Deutsche Bank, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571696902457-AHGNSQ3Y44OEG9QQOZOI/pmi+%26+gdp.png Blog - 3Q19 CIO Commentary Source: Nordea, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571696988496-WPISIUJVB2WGO31WELGA/image-asset.png Blog - 3Q19 CIO Commentary Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571697129464-ID02U6YF6I4VSLNLH9WT/us+avg+tariff+as+of+26AUG19.png Blog - 3Q19 CIO Commentary Source: Oxford Economics, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571697480633-CSRV3T2DFPPHEEETR5AJ/cjones10202019.jpg Blog - 3Q19 CIO Commentary Source: Clay Jones https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571697565743-M4VXXWTV67CVSBZ99SY9/negative+yielding+bonds.jpg Blog - 3Q19 CIO Commentary Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571697736212-985UOXC1TTOWSHI0LMY8/Brent+Crude.png Blog - 3Q19 CIO Commentary Source: Nasdaq https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571698267600-GVG1ACS8L5LX6DKVY5X2/S%26P+Valuations.png Blog - 3Q19 CIO Commentary Source: Yardeni.com, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571778712409-LGYKGQQBY8PBL8RCWN4V/US+After-tax+Margins.png Blog - 3Q19 CIO Commentary Source: Bridgewater Associates https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571698652150-DWXNSV85K7D9DG4LZFP9/Bernie.png Blog - 3Q19 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1571698718152-XAAEZ7WVDX6SLN3GC7UV/Warren-Facebook.png Blog - 3Q19 CIO Commentary https://www.alphaglider.com/blog/2019/8/29/hsa monthly 0.5 2019-11-20 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1567169298505-H4PNHMG86QOW9JRGPMMB/HSA.png Blog - Retire More Quickly and Richly with an HSA Source: AlphaGlider Key Assumptions: Colorado family with adjusted gross income of $250k/yr; max out allowable HSA contributions for 26 years (2% annual growth) with equivalent pre-tax contributions to the IRA and to the taxable account; annual pre-tax portfolio returns of 6.0% (2.5% from dividends, 3.5% from price growth); 20% annual portfolio turnover; marginal tax rates of 32% federal and 4.63% state, 15% federal capital gains tax rate, 33% portfolio qualified dividend income (QDI) https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1566514063152-XQX8QEY2SUIU66RDIFON/HDHP.png Blog - Retire More Quickly and Richly with an HSA Source: Connect for Health Colorado https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1567035692255-IPJ6C2UIPDLCQHBIZRNU/HSA+Tax+Treatment.png Blog - Retire More Quickly and Richly with an HSA Source: Haylor, Freyer & Coon, Inc. https://www.alphaglider.com/blog/2019/7/11/2q19-cio-commentary monthly 0.5 2019-08-18 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1562869519673-O4FAGMCWB0Z26VNHVLC3/2Q19+Indexes.png Blog - 2Q19 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1562869870903-45UK9MGFT4PEE0LCBA7A/fed+dot+plot+%26+mkt+expectations%3A%40CharlieBilello.png Blog - 2Q19 CIO Commentary Source: @charliebilello, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1562870417483-2C5SWIZ8SOIE878LBKQF/WTI.png Blog - 2Q19 CIO Commentary Source: Nasdaq https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1562870957439-KOJPE0P4B82YRGCS98AX/Strait+of+Hormuz-MarineTraffic+10JUL19.png Blog - 2Q19 CIO Commentary Source: MarineTraffic https://www.alphaglider.com/blog/2019/4/22/nff monthly 0.5 2019-04-22 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1555964694842-12IF8KCDK6B8SZNNNGVY/nff-logo-2%402x.png Blog - Our 2018 1% for the Planet Donation https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1555964784060-UWA0MLQAF7CJPLTED9GZ/1%25FTP150.png Blog - Our 2018 1% for the Planet Donation https://www.alphaglider.com/blog/2019/4/22/1q19-cio-commentary monthly 0.5 2019-07-11 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1555723095071-LCUFVBVWQI6GVU4HAHQ4/1Q19.png Blog - 1Q19 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1555723250495-5Q8JRXTSN00LFLQ5XUR6/Trump+%26+Fed.png Blog - 1Q19 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1555724235389-WE8TUJID2DG019H2J3S3/Economic+Indicators.png Blog - 1Q19 CIO Commentary Source: Capital Economics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1555958050700-EKKRRW77CL0M4AN97R2J/2019+Quarterly+EPS+Growth+Forecasts.png Blog - 1Q19 CIO Commentary Source: Yardeni Research, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1555958573533-I24E4APXGYHB5NSO58OG/Efficient+Frontier.png Blog - 1Q19 CIO Commentary Source: AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1555959134011-G2UH46H15RLVC9OS7R61/us+vs+intl+equities.jpg Blog - 1Q19 CIO Commentary Source: BofA Merrill Lynch, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1555959252839-KEJUJC0KICXVI8I5V9QC/Shiller+PE.png Blog - 1Q19 CIO Commentary Source: multpl.com, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1555959429300-M1C9C9FQ7A674I71TN0L/S%26P+500+10-yr+vs+CAPE.png Blog - 1Q19 CIO Commentary Source: AlphaGlider, Yahoo Finance, S&P, Robert Shiller https://www.alphaglider.com/blog/2019/2/6/joe-ricketts monthly 0.5 2019-02-07 https://www.alphaglider.com/blog/2019/1/8/4q18-cio-commentary monthly 0.5 2019-04-20 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1546999996774-XW9ME0AGB8W6L2JPM9J3/4Q18.png Blog - 4Q18 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1547000379803-2RYTEUS65WCYBVXONIR7/Corporate+Debt.png Blog - 4Q18 CIO Commentary Source: Bloomberg, J.P. Morgan, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1547001474959-CVAVUAWNANZNBVDM5TN0/Wall-Mongols.jpg Blog - 4Q18 CIO Commentary Source: Steve Sack/Star Tribune https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1547001562910-O7HOF2O5DQPTLCQGXOBI/Tariff+Man.png Blog - 4Q18 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1547001721490-QWMNEVI18KLNIHC7TOTS/WTI-JPM.png Blog - 4Q18 CIO Commentary Source: J.P. Morgan Asset Management https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1547002656364-3HAYD3XCWL9P37AYYOWW/S%26P+500+vs+ROW.png Blog - 4Q18 CIO Commentary Source: J.P. Morgan Asset Management https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1547003210647-8MPIM1VNFHRPET08MP6T/Regional+Margins.png Blog - 4Q18 CIO Commentary Source: Yardeni Research, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1547150506831-3YVM77BN1AFGTD7VJON2/Regional+Equities2.png Blog - 4Q18 CIO Commentary Source: StarCapital Research, AlphaGlider World Equity Valuations: 21.1x CAPE, 14.8x trailing P/E, 9.4x P/CF, 1.9x P/B, 1.3x P/S, 35.8x P/Div (2.8% dividend yield) https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1547003838479-C1KK84FS8TFORJO6767P/Equity+allocation+by+region.png Blog - 4Q18 CIO Commentary Source: AlphaGlider https://www.alphaglider.com/blog/2018/10/12/3q18-cio-commentary monthly 0.5 2019-01-09 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1539392836449-3BT7YDTNF8ZVWCYV406E/3Q18.png Blog - 3Q18 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1539393247968-LL9FBDZP0UJROMSOMG8V/PMI+Services.png Blog - 3Q18 CIO Commentary Source: Trading Economics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1539393749710-G1HYAJMERDYO3O4J89OU/earnings.png Blog - 3Q18 CIO Commentary Source: St. Louis Fed https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1539393875975-N2DXP0TMZTPFVIIPLYUD/consumer+confidence.png Blog - 3Q18 CIO Commentary Source: Wall Street Journal, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1539394277819-C347SNPLOZS34W9VWQCH/US+tariffs+historically.png Blog - 3Q18 CIO Commentary Source: @SoberLook https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1539394007331-G8PVSZXTU99RC022ZZC9/Brexit+Cartoon.jpg Blog - 3Q18 CIO Commentary Source: Bas van der Schot/de Volkskrant https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1539394961707-QZYJE9W4NING1H119ZXS/Trump+Tweet+re+stock+market.png Blog - 3Q18 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1539395095479-YCGC09MK2ASF60F2ZCOD/AG-B+YTD.png Blog - 3Q18 CIO Commentary Source: AlphaGlider, Vanguard, Orion Advisor Services https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1539396261315-XJN9J3WKQLY131Q9T08T/Telecom.png Blog - 3Q18 CIO Commentary Source: Fidelity https://www.alphaglider.com/blog/2018/9/8/not-here-not-now monthly 0.5 2019-02-06 https://www.alphaglider.com/blog/2018/8/17/share-buybacks monthly 0.5 2018-08-19 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1534538994733-WEI781BXWPG0P9GX8MK2/Buybacks-Birinyi%3AGS.png Blog - The Controversy that is Share Buybacks Source: Financial Times https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1534548576142-J3NY7692V9RBWECUQF38/S%26P+500+P%3AS.png Blog - The Controversy that is Share Buybacks Source: Yardeni Research, AlphaGlider https://www.alphaglider.com/blog/2018/8/8/8-market-predictors monthly 0.5 2018-10-02 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1534536457644-I6I8UG5NBZIBEYSWCFQV/8+Best+Predictors.png Blog - The Eight Best Market Predictors https://www.alphaglider.com/blog/2018/7/16/2q18-cio-commentary monthly 0.5 2018-10-13 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531766674870-Y6S8NTDNB3JWH2M2LU28/2Q18+Total+Returns.png Blog - 2Q18 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531766723700-0IS8XIVG23QBIXS1YE53/EBITDA-EPS-KKR.png Blog - 2Q18 CIO Commentary Source: KKR Global Institute https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531766900771-E7GWYYPOVIK5WSOIF7JC/Unemployment-NPR.png Blog - 2Q18 CIO Commentary Source: NPR https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531774260517-VYJEU863ZZB71Q5RH4M2/us+deficit.jpg Blog - 2Q18 CIO Commentary Source: International Monetary Fund https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531767454681-YPDGMBA5N993RFU6RVMF/Fed+B%3AS.png Blog - 2Q18 CIO Commentary Source: Federal Reserve Bank of St. Louis https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531768415561-VZB8ZN0THTBM9AY0G0VX/Yield+Curve2.png Blog - 2Q18 CIO Commentary Source: JP Morgan Asset Management, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531767905187-8ZE3XCEBX1A9U5MY5WYY/yield+curve-history.png Blog - 2Q18 CIO Commentary Source: Federal Reserve Bank of St. Louis, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531768760827-2VURIEOR1K3U3UART0M9/Oil-Nasdaq.png Blog - 2Q18 CIO Commentary Source: Nasdaq https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531772555195-DM3RCV65JGEI70YVFH1X/G7+photo-credit+Merkel%27s+instagram.jpg Blog - 2Q18 CIO Commentary Source: Instagram/@bundeskanzlerin https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531772789210-7ELX357NON2BLPPTH3YH/Lumber-Nasdaq.png Blog - 2Q18 CIO Commentary Source: Nasdaq https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531772927071-USXWD9C9WJJK812G7PZ3/Laundry.png Blog - 2Q18 CIO Commentary Source: Washington Post https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531772993497-9X42XNT76DKN117SD4YA/Steel+Price+by+Region-Steelbenchmarker.png Blog - 2Q18 CIO Commentary Source: Steelbenchmarker.com https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1531773186904-JTRVJ5PRS8Z1N0MBJNVG/Soybeans-Nasdaq.png Blog - 2Q18 CIO Commentary Source: Nasdaq https://www.alphaglider.com/blog/2018/5/29/529-day monthly 0.5 2018-05-30 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1527625700316-Y55SV979DVD0A8ZTPJLS/my529.jpg Blog - Utah's my529 Plan https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1527622255469-VJZFB2IO8SISEMGPOB2F/my529+States.png Blog - Utah's my529 Plan Source: AlphaGlider https://www.alphaglider.com/blog/2018/4/15/1q18-cio-commentary monthly 0.5 2019-05-17 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1523802567857-J7RIGKZAKRMV3O7KCLT7/1Q18+Total+Return.png Blog - 1Q18 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1523802666101-2FR02UJ3MJJTXFHQFU53/dev+mkt+unemployment.png Blog - 1Q18 CIO Commentary Source: Credit Suisse https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1523802758595-ADJNRW4CRXAQQM7PCJ4S/QE+coming+to+an+end.jpg Blog - 1Q18 CIO Commentary Source: Deutsche Bank https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1523802885563-EDCK0KA6ZFBH5IBVYA6X/WTI.png Blog - 1Q18 CIO Commentary Source: Nasdaq https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1523803127773-H75ND2DYL2T315AQ3ZOK/GDP.jpg Blog - 1Q18 CIO Commentary Source: Congressional Budget Office, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1523803286939-UYM6H0LU4E01S2UQXT12/Red+Notice.jpg Blog - 1Q18 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1523804688687-N57FM0NJXU10NNGGPW89/Turnbull_selfie_with_Xi_Trump_Quang.jpg Blog - 1Q18 CIO Commentary Presidents Trump & Xi at APEC Vietnam 2017 Source: US Embassy Canberra, via Wikimedia Commons https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1523804380359-MIC74OZPDB7LR5M80Y6C/McCain.png Blog - 1Q18 CIO Commentary Source: Market Ethos/Richardson GMP https://www.alphaglider.com/blog/2018/3/8/ironyandsadness monthly 0.5 2018-04-02 https://www.alphaglider.com/blog/2018/1/28/gold-rush monthly 0.5 2018-08-07 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1533660482377-MOYFMKO7S2U5QPV56JVD/Screen-Shot-2018-01-18-at-4.30.13-PM.png Blog - There's Gold in Them Thar Hills Data from PC Part Picker https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1533660578818-6BQNZ0UFZN4OVPO6R4FQ/Screen-Shot-2018-01-18-at-2.07.53-PM.png Blog - There's Gold in Them Thar Hills Source: Timothy B. Lee https://www.alphaglider.com/blog/2018/1/25/dollar-dalio monthly 0.5 2018-01-28 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1516906188783-LTOG9W4FKW64LD9RIVT8/DXY.png Blog - The New Hidden Tax Source: Barchart https://www.alphaglider.com/blog/2018/1/24/market-streaks monthly 0.5 2018-03-20 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1516729560088-0AJQ9KJI7UX8E8B0N6TY/Price+Streaks.png Blog - Eight Takeaways from US Market Streaks Source: multpl.com, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1516748726236-5QIC07P2UHS8LOLP6E0U/fredgraph.png Blog - Eight Takeaways from US Market Streaks Source: St. Louis Fed https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1516756116451-AHSOGI19CZYYSFAK0L0Y/CAPE-DECLINE.png Blog - Eight Takeaways from US Market Streaks Source: multpl.com, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1516761819178-H5XCU8VTPL1Q9OJDHFKS/Streak+Drivers.png Blog - Eight Takeaways from US Market Streaks Source: multpl.com, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1516738163146-DZRG05UH8RZAC0UGKY3I/CAPE.png Blog - Eight Takeaways from US Market Streaks Source: multpl.com, AlphaGlider https://www.alphaglider.com/blog/2018/1/11/4q17-cio-commentary monthly 0.5 2018-04-15 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1515718254404-6NTGKGMEXWM65U0BO5GZ/Screen+Shot+2018-01-11+at+4.50.32+PM.png Blog - 4Q17 CIO Commentary Source: Orion Advisor Services, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1515718397376-GX71XCFAV4BBULF753F8/2-yr+Treasury.png Blog - 4Q17 CIO Commentary Source: St. Louis Fed, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1515718694135-5WOW7NH774SA2DE4U8PS/TAXCUT.png Blog - 4Q17 CIO Commentary Source: The Washington Post https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1515719006708-WMFURNIWI7XM3N1KOFX4/US+growth+slower+than+G10.png Blog - 4Q17 CIO Commentary Source: WSJ/The Daily Shot https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1515719300279-1VDJ2X55F2CIK14M5F85/Jerusalem.jpeg Blog - 4Q17 CIO Commentary Source: United Nations https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1515719648641-BUBRW62RBPVOIVA6PUZB/N+Korea.png Blog - 4Q17 CIO Commentary AlphaGlider client recovering personal items from his family's flooded home in Houston, September 2017 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1515720341166-R4U6BX17T7FIIPZOB1K2/US+household+exposure+to+us+stock+mkt.png Blog - 4Q17 CIO Commentary Source: Bank of America Merrill Lynch https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1515721019116-88WH7Z4FJGWQPWD8QH2R/Screen+Shot+2018-01-09+at+2.28.48+PM.png Blog - 4Q17 CIO Commentary Source: Market Ethos/Richardson GMP https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1515721375778-JOITBOL1JRBBVF53IXOI/recession%3F.png Blog - 4Q17 CIO Commentary Source: St. Louis Fed, AlphaGlider https://www.alphaglider.com/blog/2017/11/27/fifo monthly 0.5 2018-01-28 https://www.alphaglider.com/blog/2017/11/16/swensen monthly 0.5 2017-11-16 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1510856941745-1YX6KFVYAFTXUL10WCYX/fredgraph.png Blog - Swensen Talks Shop Source: Board of Governors of the Federal Reserve System, FRED https://www.alphaglider.com/blog/2017/10/31/trick-or-treat monthly 0.5 2017-11-01 https://www.alphaglider.com/blog/2017/10/14/5-things-trump-obamacare monthly 0.5 2017-11-16 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1508020611176-SR4HB4O7VCB687U295VZ/Screen+Shot+2017-10-14+at+3.24.47+PM.png Blog - Five things to know about Trump's controversial ObamaCare decision https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1508020595256-OBYBS4WUHRSBV02GSKYY/Screen+Shot+2017-10-14+at+3.25.05+PM.png Blog - Five things to know about Trump's controversial ObamaCare decision https://www.alphaglider.com/blog/2017/10/11/3q17-cio-commentary monthly 0.5 2018-01-12 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507748573431-VJTFQ5QPAFMIWHT4HXMZ/2017.3Q.png Blog - 3Q17 CIO Commentary Source: Orion Advisor Services https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507748782450-NBTQ1VHN3WOP44E86JXJ/US+Unemployment+Rate.png Blog - 3Q17 CIO Commentary Source: Bureau of Labor Statistics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507749117467-YOXB0XWTEUXV4LKJLKSG/central+banks.png Blog - 3Q17 CIO Commentary Source: Yardeni, Haver Analytics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507749890560-QTCWUTDCKXP8EV85J0NG/Houston+Flooding.jpg Blog - 3Q17 CIO Commentary AlphaGlider client recovering personal items from his family's flooded home in Houston, September 2017 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507760358435-NKSFMEO4LMFXQ4O08XF2/Screen+Shot+2017-10-11+at+3.19.01+PM.png Blog - 3Q17 CIO Commentary Source: Tax Policy Center https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507760499082-QUMQBD05ZBTRO2CKJR2X/TPC+tax+cuts+by+year.png Blog - 3Q17 CIO Commentary Source: Tax Policy Center https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507761130765-BHZ7C0W3KCYSL03V5793/imrs.php.jpeg Blog - 3Q17 CIO Commentary Source: Tax Policy Center, The Washington Post https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507761659389-DHC8XA87UOR5F2ISC071/Screen+Shot+2017-10-11+at+3.40.31+PM.png Blog - 3Q17 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507762212006-AYHRF6CPYZ6OXSILKGFM/debt+to+gdp.png Blog - 3Q17 CIO Commentary Source: TradingEconomics.com, US Bureau of Public Debt https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507762336503-OHVT49KS5W3UL9NV38GF/S%26P500+Corporate+CF.png Blog - 3Q17 CIO Commentary Source: Yardeni, US Dept of Commerce, Bureau of Economic Analysis https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1507762541727-GPE7JFAUM1HPW3H8Q35U/1990+recession.png Blog - 3Q17 CIO Commentary Source: Politico, World Bank https://www.alphaglider.com/blog/2017/9/15/equifaxed monthly 0.5 2017-09-16 https://www.alphaglider.com/blog/2017/9/8/19-questions monthly 0.5 2018-04-27 https://www.alphaglider.com/blog/2017/8/13/children-and-smartphones monthly 0.5 2017-08-13 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1502594344677-H56MHVCE7PMIPT37JZZ1/image-asset.jpeg Blog - Our Children and Smartphones https://www.alphaglider.com/blog/2017/8/11/30xcape monthly 0.5 2018-01-23 https://www.alphaglider.com/blog/2017/7/18/close-to-a-laughingstock monthly 0.5 2017-10-14 https://www.alphaglider.com/blog/2017/7/17/jamie-dimon-is-right monthly 0.5 2017-07-17 https://www.alphaglider.com/blog/2017/7/14/2q17-cio-commentary monthly 0.5 2017-10-11 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1499998158699-43PGE1NYJZA6P9ZHNXQF/image-asset.png Blog - 2Q17 CIO Commentary Source: Orion Advisor Services https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1499998233715-QMJM6Q5XVEE6YWOOTDYH/image-asset.png Blog - 2Q17 CIO Commentary Source: BLS, CBO, St. Louis Fed https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1499998576153-XEB7FLWWT3DQPXL9O5EV/tax+cuts.png Blog - 2Q17 CIO Commentary Source: Nordea Markets, PredictIt.org https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1499998718630-68BWZSHPRR9GY8BHKLR6/Trump+on+HC.png Blog - 2Q17 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1499999115936-ZZPSX5I7GSO2B8G67442/Trump+Job+Approval.png Blog - 2Q17 CIO Commentary Source: Gallup https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1499999224296-153ZB11NMPZRFWLBECQG/5-year+inflation+expectations.png Blog - 2Q17 CIO Commentary Source: St. Louis Fed https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1500011836611-96Q3EA08HFDCZYNARCWD/image-asset.jpeg Blog - 2Q17 CIO Commentary Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1500012087576-I3XGM6GT5MKF6GQW1F2J/image-asset.png Blog - 2Q17 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1500012139019-VJPQ3GD99T32IDVXD6IQ/image-asset.png Blog - 2Q17 CIO Commentary Source: Tom Toro, The New Yorker https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1500040512525-Q4U16KLC6C5FYZ57Z7ZY/image-asset.png Blog - 2Q17 CIO Commentary Source: Norbert Keimling, StarCapital Research https://www.alphaglider.com/blog/2017/6/27/everything-you-wanted-to-know-about-the-us-dollar monthly 0.5 2017-06-27 https://www.alphaglider.com/blog/2017/6/9/cant-trust-your-financial-adviser monthly 0.5 2017-06-09 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1496966810463-KPRNUPIW12WZ2DD0CO5C/image-asset.png Blog - Meet the New Fiduciary Rule — Why You Still Can't Trust Your Financial Adviser Source: Bloomberg https://www.alphaglider.com/blog/2017/6/5/we-are-still-in monthly 0.5 2017-06-07 https://www.alphaglider.com/blog/2017/5/31/you-are-the-company-you-keep monthly 0.5 2017-06-01 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1496268162521-EYXMYJRDGG9GB5HHXHJD/emissions-980.jpg Blog - You Are the Company You Keep Source: The Washington Post https://www.alphaglider.com/blog/2017/5/29/public-universities-reeling monthly 0.5 2017-05-31 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1496120956041-BF6US1E4S50VAXWJFSWS/image-asset.png Blog - Public Universities Still Reeling from Great Recession — Plan Accordingly https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1496120759022-IJ9BQQGU3US0OKMMVRAQ/image-asset.png Blog - Public Universities Still Reeling from Great Recession — Plan Accordingly Source: The New York Times; Center on Budget and Policy Priorities https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1496124540487-N3YUA71XVBIAHVVLJYTM/Non-Housing+Debt.png Blog - Public Universities Still Reeling from Great Recession — Plan Accordingly Source: AlphaGlider, Federal Reserve Bank of New York Consumer Credit Panel, Equifax https://www.alphaglider.com/blog/5-steps-fees monthly 0.5 2017-05-23 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1494947647646-XFKY03V09XGSV0W3R0EP/image-asset.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1494963590882-42OHVJLW58JV7VCMDEQ3/AG+Circle+2.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1494978428007-X924GYLG8MBXZLACLH24/Change+in+value.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees Note: permission was given https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1494973474009-DWLZZTX1O2QM9A1HB8BB/image-asset.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1494979638211-OOBBGS964T896J1D4NI0/image-asset.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1494975701632-G40LNQOS6XGPJOHSRYOD/image-asset.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1495129214434-AV9GSEV6ZAX0ELFYQRVS/image-asset.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1495132321385-NBMM9DB9WXBRZW02ELXJ/image-asset.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1494975719964-7T8LSGV1KMAWQ2P7U9R5/image-asset.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1495041288522-JM7OUL8LOUG1AUJDP2QX/image-asset.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1494975736889-ZAWAAQGSMPN1S9PTX23W/image-asset.png Blog - 5 Steps to Learn How Much You Pay in Investment Fees https://www.alphaglider.com/blog/2017/5/15/adviser-fees monthly 0.5 2021-02-12 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1494892230865-HCGQHCD6Z28IGVIR3937/image-asset.png Blog - How Much Do You Pay in Adviser Fees? Source: Personal Capital, AlphaGlider https://www.alphaglider.com/blog/2017/5/10/paris-american-competitiveness monthly 0.5 2017-05-10 https://www.alphaglider.com/blog/2017/5/5/morgan-stanley-vanguard-mutual-funds monthly 0.5 2017-05-08 https://www.alphaglider.com/blog/2017/5/4/better-health-care monthly 0.5 2017-05-30 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1493954803598-J0CL5M56F2V06OLR8MUK/image-asset.png Blog - You Have Better Health Care Than We Do Source: OECD (2017), Health spending (indicator). doi: 10.1787/8643de7e-en (Accessed on 04 May 2017) https://www.alphaglider.com/blog/2017/5/2/7-8-percent-cut-to-fund-fees monthly 0.5 2017-05-30 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1493835614667-BIXO6P88154MYUBZM6KA/Fee+Reductions.png Blog - 7–8 Percent Cut to AlphaGlider Strategies Fund Fees https://www.alphaglider.com/blog/1q17-gdp monthly 0.5 2017-04-28 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1493397418868-Q0JCQ3T8JK9H0138FPHA/image-asset.png Blog - No Convergence Between Hard and Soft Data in Q1 GDP Numbers Source: Commerce Department, New York Times https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1493391728285-220YJC9UGYUR7MLVMS6X/image-asset.png Blog - No Convergence Between Hard and Soft Data in Q1 GDP Numbers Source: Bloomberg, The Daily Shot https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1493395328081-7CQLHH0B67N8LDV2CRLP/image-asset.png Blog - No Convergence Between Hard and Soft Data in Q1 GDP Numbers Source: St. Louis Federal Reserve https://www.alphaglider.com/blog/2017/4/19/e2pq4naliz3g1c77hi35s3dipe594x monthly 0.5 2017-04-30 https://www.alphaglider.com/blog/2017/4/17/1q17-cio-commentary monthly 0.5 2017-07-14 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1492462816994-OWEB87NMSP4FJQNJ06LN/image-asset.png Blog - 1Q17 CIO Commentary Source: Orion Advisor Services https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1492462968893-C8D8BICZD9RISSZDI9XT/image-asset.png Blog - 1Q17 CIO Commentary Source: Bloomberg, Morgan Stanley https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1492463460698-67A3WA5FD1RW1A20NMWC/image-asset.png Blog - 1Q17 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1492464380827-RQ8VICZQEGAZDID75AMI/Tweet.png Blog - 1Q17 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1492466610900-SDZAOEPBPT6W9SCTCXO2/image-asset.png Blog - 1Q17 CIO Commentary Source: Hussman Strategic Advisors https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1492466965968-MRJZT005W4TLMPMZXKVW/image-asset.png Blog - 1Q17 CIO Commentary Source: Hussman Strategic Advisors https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1492467269591-O7XBFRU05Q8CN2MIJEII/image-asset.png Blog - 1Q17 CIO Commentary Source: Hussman Strategic Advisors https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1492467411375-J59IZUTC48L0J6HS026L/image-asset.png Blog - 1Q17 CIO Commentary Source: AlphaGlider, Morningstar https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1492528044731-BQZI9MFKS2QYPGLC5BSU/image-asset.png Blog - 1Q17 CIO Commentary https://www.alphaglider.com/blog/2017/3/1/keeping-up-with-the-joneses monthly 0.5 2017-05-03 https://www.alphaglider.com/blog/2017/2/24/bull-in-a-china-shop monthly 0.5 2017-02-24 https://www.alphaglider.com/blog/2017/2/20/here-come-the-environmental-executive-orders monthly 0.5 2017-02-24 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1487644142767-B2ZV1VJGUBN7DKBE6U76/image-asset.png Blog - Here Come the Environmental Executive Orders Source: California Air Resources Board https://www.alphaglider.com/blog/2017/2/16/nyt-make-your-will-already monthly 0.5 2017-02-21 https://www.alphaglider.com/blog/2017/2/14/1-percent-for-the-planet monthly 0.5 2017-02-14 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1487090553293-Z9MQJDU6WOLDXQY75HR8/image-asset.png Blog - Showing Some Love for Our Planet https://www.alphaglider.com/blog/2017/2/9/putting-clients-second monthly 0.5 2017-02-11 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1486661695605-Y7W4WQ38UDJ0XF76MQ49/image-asset.png Blog - Putting Clients Second Source: Morningstar, Wall Street Journal https://www.alphaglider.com/blog/2017/2/8/a-conservative-answer-to-climate-change monthly 0.5 2017-02-21 https://www.alphaglider.com/blog/2017/1/24/nafta monthly 0.5 2017-02-08 https://www.alphaglider.com/blog/2017/1/15/4q16-cio-commentary monthly 0.5 2017-04-17 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484507567345-IY2M8EE5C6YIVFL4JKCA/image-asset.png Blog - 4Q16 CIO Commentary Source: Orion Advisor Services https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484507715442-SULC1VUJX5EIDX0XKX32/Barrons.png Blog - 4Q16 CIO Commentary Source: Barron’s, 15FEB16 & 12DEC16 Front Covers https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484528130056-JK0NTAXAI161EQGIMH6V/image-asset.png Blog - 4Q16 CIO Commentary https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484528316670-1G0IO064KIN45HM1CJ8A/image-asset.png Blog - 4Q16 CIO Commentary Source: Board of Governors of the Federal Reserve System, St. Louis Fed https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484528434391-1NG9H1YUSDBWJX248FAO/image-asset.png Blog - 4Q16 CIO Commentary Source: Bureau of Labor Statistics, Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484534534236-6LXRHKV0E4M3X07R5N23/Crude+Oil.png Blog - 4Q16 CIO Commentary Source: Nasdaq https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484534483548-LBI0F9FNRGYOL1X773HT/image-asset.png Blog - 4Q16 CIO Commentary Source: The Daily Shot https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484535395944-CZIDVEEBAMFN13EY5GSM/image-asset.png Blog - 4Q16 CIO Commentary Source: FactSet, Standard & Poor's, JP Morgan Asset Management https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484535172442-RB9XLBRCNHMYROHM5B02/Wages-Margins.png Blog - 4Q16 CIO Commentary Source: BEA, FactSet, JP Morgan Asset Management, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484535571368-5I3HLT3OAE3GTOPBZFAC/image-asset.png Blog - 4Q16 CIO Commentary Source: Jeff Gundlach, DoubleLine Capital https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484535647910-UN7IDBDJHNB543U75EHE/image-asset.png Blog - 4Q16 CIO Commentary Source: Yardeni Research, Federal Reserve Board, Standard & Poor’s, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484535706090-2NQA00NNKRTRK2W70I39/image-asset.png Blog - 4Q16 CIO Commentary Source: multpl.com, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484536079795-U3ZWGMNHRN1QQWISRPGE/image-asset.png Blog - 4Q16 CIO Commentary Source: @CyrilRcube, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484536259410-O49HAID5Y82RNAI5BADP/image-asset.png Blog - 4Q16 CIO Commentary Source: JP Morgan Asset Management, AlphaGlider https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1484536838447-UCQR189AVEFS2JHZN9UN/image-asset.png Blog - 4Q16 CIO Commentary https://www.alphaglider.com/blog/2016/12/28/brokers-vs-fiduciaries monthly 0.5 2018-03-14 https://www.alphaglider.com/blog/2016/11/13/markets-adjust-to-trump-world monthly 0.5 2016-12-29 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1479259564521-7Q6TCNV0HDGZDK8BYGFY/image-asset.png Blog - Markets Adjust to Trump World Source: Google Finance https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1479259683218-PINLH8B5NGXQG48ZL8BT/image-asset.png Blog - Markets Adjust to Trump World Source: Google Finance https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1479259835710-NT4YXKC1VUPML8JV7ITI/image-asset.png Blog - Markets Adjust to Trump World Source: Google Finance https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1479260018942-EZ64Q3GRV6123D03LOFM/image-asset.png Blog - Markets Adjust to Trump World Source: Emerging Market Losers https://www.alphaglider.com/blog/2016/11/13/and-the-field-goal-is-good monthly 0.5 2017-02-08 https://www.alphaglider.com/blog/2016/11/7/trump-attempts-59-yard-field-goal monthly 0.5 2016-11-16 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1478581843012-JA6B11ZRXO6ARF3FP3YA/image-asset.png Blog - Trump Attempts 59-yard Field Goal Source: FiveThirtyEight https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1478582058966-Q2TFRZPMDUV2ZRERW9CY/image-asset.png Blog - Trump Attempts 59-yard Field Goal Source: Google Finance https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1478583790362-75HHI46T24ZB403E4K55/image-asset.png Blog - Trump Attempts 59-yard Field Goal Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1478583853050-AYUUPTQ2YVKRNR8VY6AI/image-asset.png Blog - Trump Attempts 59-yard Field Goal Source: FiveThirtyEight https://www.alphaglider.com/blog/2016/10/12/3q16-cio-commentary monthly 0.5 2017-01-15 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477784150608-SHQ9E0HXTRN257EHBHOL/image-asset.png Blog - 3Q16 CIO Commentary Source: Orion Advisory Services https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477784534177-QG3UBDGBOVJ44YMY658J/image-asset.png Blog - 3Q16 CIO Commentary Source: @MxSba/Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477784716979-6U8Q06C33MYU0K7ZC9Q1/image-asset.png Blog - 3Q16 CIO Commentary Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477784847234-5T829I1E2RIH2VZF029M/image-asset.png Blog - 3Q16 CIO Commentary Source: Investing.com https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477784994037-SIKVGY8HAWFWBIS07ZQ5/image-asset.png Blog - 3Q16 CIO Commentary Source: The Spectator/oddschecker.co.uk https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477785089905-2JFF2ZT8UYUU7PTQ0IN7/image-asset.png Blog - 3Q16 CIO Commentary Source: FiveThirtyEight https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477785854511-D3L0RR47BL7N0E133RQK/image-asset.png Blog - 3Q16 CIO Commentary Source: FiveThirtyEight https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477786100842-LCE3EDSP52Y6KK349H98/image-asset.png Blog - 3Q16 CIO Commentary Source: St. Louis Fed/US Bureau of Labor Statistics https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477786025624-U1GEG2G33IN7XXDLDBAX/image-asset.png Blog - 3Q16 CIO Commentary Source: Nasdaq https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477786790113-U5XYG6Q5KKKCILUMGC76/image-asset.png Blog - 3Q16 CIO Commentary Source: The Wall Street Journal/Callan Associates https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1477787538473-X9CCGXJWEKSL39J5FH1Y/image-asset.png Blog - 3Q16 CIO Commentary Source: Research Affiliates https://www.alphaglider.com/blog/2016/7/11/2q16-cio-commentary monthly 0.5 2016-10-30 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468291609373-VG6AOI0WCY94X96GARLC/image-asset.png Blog - 2Q16 CIO Commentary Source: Orion Advisor Services https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468300095974-EWYWKCLJA3G1UIOR7IPT/image-asset.png Blog - 2Q16 CIO Commentary Source: Piketty and Saez analysis of IRS data/The Wall Street Journal https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468300244670-OS6RILLFHHMDDALBB342/image-asset.gif Blog - 2Q16 CIO Commentary Source: US Census Bureau data/Doug Short https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468300383623-SBKRE7OUE09Z4LD8ANVL/image-asset.png Blog - 2Q16 CIO Commentary Source: Branko Milanovic https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468300462066-JG6CYYYYCXMYKHBBNFUZ/image-asset.png Blog - 2Q16 CIO Commentary Source: Nasdaq https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468300571718-50AJJPF43055SJS12D3E/image-asset.jpeg Blog - 2Q16 CIO Commentary Source: Baker Hughes https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468300629264-46ZVV79D3UE87PJ19YGG/image-asset.jpeg Blog - 2Q16 CIO Commentary Source: @Callum_Thomas https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468301076617-5TY098Q939EM37QWSWCL/image-asset.png Blog - 2Q16 CIO Commentary Source: multpl.com https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468301190550-YT3AMR7GRR4XDS6DG08K/image-asset.png Blog - 2Q16 CIO Commentary Source: Financial Times https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468301300663-SLVAIKMPPJHG2Q4HFNV5/image-asset.png Blog - 2Q16 CIO Commentary Source: Eurasia Group https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1468301623827-OJQG9D7BD9JKKTWFTGI1/image-asset.png Blog - 2Q16 CIO Commentary Source: Federal Reserve Bank of St. Louis https://www.alphaglider.com/blog/2016/6/24/brexit-populist-anger monthly 0.5 2016-11-08 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1466834662514-B8EUYZ8SUSJXRJPSGII0/image-asset.png Blog - Brexit & Populist Anger Source: The Financial Times https://www.alphaglider.com/blog/2016/6/18/so-think-of-fees-like-termites monthly 0.5 2016-06-20 https://www.alphaglider.com/blog/2016/4/12/test-cio-commentary monthly 0.5 2016-10-30 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1463771235568-8NN2436FCDBHJV6FL46Y/image-asset.png Blog - 1Q16 CIO Commentary Source: Orion Advisor Services https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460849043231-9NPA9LNWUTYPMZNY5H2E/image-asset.png Blog - 1Q16 CIO Commentary Source: Bloomberg, Bank of America https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460850803077-Y7AB8PEKI3LYHZ0BFV27/image-asset.png Blog - 1Q16 CIO Commentary Source: The Wall Street Journal https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460850989314-Q0WPWA9UIZ17FMKKO7SF/image-asset.png Blog - 1Q16 CIO Commentary Source: Nasdaq https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460852927744-6UF1RF8KZW6L8FMEUEUQ/image-asset.png Blog - 1Q16 CIO Commentary Source: Bloomberg, Deutsche Bank https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460854222851-80NP40NBB4BXHD4GE2ZF/image-asset.png Blog - 1Q16 CIO Commentary Source: Federal Reserve Bank of St. Louis https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460854445118-MAL5512NNAY3CM79GOCG/image-asset.png Blog - 1Q16 CIO Commentary Source: JP Morgan Private Bank & Datastream https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460854620108-KKANVFU69X2UO0Y9ERKX/image-asset.png Blog - 1Q16 CIO Commentary Source: AlphaGlider https://www.alphaglider.com/blog/2016/4/5/forced-conscientiousness monthly 0.5 2017-06-07 https://www.alphaglider.com/blog/2016/1/26/tdai-comes-to-android monthly 0.5 2016-05-22 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1456067665842-UI9KXJOBTG3HHDSTXQJM/image-asset.jpeg Blog - TDAI Comes to Android! https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1456067609697-6Y7QG5UEKMA2UBD3YPHJ/image-asset.png Blog - TDAI Comes to Android! https://www.alphaglider.com/blog/2016/1/7/4q16-cio-commentary monthly 0.5 2016-05-22 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460904898644-7P2UFJ0E4VS8V8QMK3S3/image-asset.png Blog - 4Q15 CIO Commentary Source: Orion Advisor Services https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460905066995-GZTOKAMPVIGSWZCGJMES/image-asset.png Blog - 4Q15 CIO Commentary Source: Bloomberg https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460905290700-DXFOGXLWEID8WLF0YEPY/image-asset.png Blog - 4Q15 CIO Commentary Source: The Wall Street Journal https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460905388868-1OP4KIBNQLUXBF0IIN0L/image-asset.png Blog - 4Q15 CIO Commentary Source: Met Office, Climatic Research Unit-University of East Anglia https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460905490777-090T46GVDAG4WQG66QEP/image-asset.png Blog - 4Q15 CIO Commentary Source: Washington Post, Oak Ridge National Laboratory https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1460905785946-FUF0LYNMK176UCKT0SWN/image-asset.png Blog - 4Q15 CIO Commentary Source: Nasdaq 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Stove and Investing Photo: Colin Kirkpatrick https://www.alphaglider.com/blog/2016/12/29/fubar monthly 0.5 2017-01-01 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1483228879435-TU98LBHFHNG15WPCTYUK/image-asset.png Blog - F(u)BAR Source: Zero Hedge https://www.alphaglider.com/blog/2017/7/7/hmnt68j4u9u070lmtt9umc5qmxehaj monthly 0.5 2017-07-07 https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1499438454044-2EI459MEW31C25YVN9OD/image-asset.png Blog - Oil & Antibiotics Source: Nasdaq https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1499438600961-ERGSPWZCPMKSILG528UA/image-asset.png Blog - Oil & Antibiotics Source: Deutsche Bank https://images.squarespace-cdn.com/content/v1/56c237b2b09f95f2a778cab2/1499438837512-DHNSHQM47IKQNE4AZZPT/image-asset.png Blog - Oil & Antibiotics Source: International Energy Agency 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