Overview
Collectives
Conservative
Moderate Conservative
Moderate
Moderate Aggresive
Portfolios
Conservative
Moderate Conservative
Moderate
Moderate Aggressive
Team
News
Contact Us
News
2023
10-6-23
Market Outlook – Third Quarter 2023
7-10-23
Market Outlook – Second Quarter 2023
4-13-23
Market Outlook – First Quarter 2023
1-6-23
Market Outlook - Fourth Quarter 2022
1-5-23
Barron’s – Bonds Are Back. Here’s Are The Income-Generating Funds to Buy Now.
2022
10-13-22
Market Outlook - Third Quarter 2022
9-27-22
Chief Investment Strategist, Chuck Self, CFA, on CNBC Squawk Box Europe
9-23-22
Chief Investment Strategist, Chuck Self, CFA, on CNBC
8-31-22
Chief Investment Officer, Amy Bush, CFA, on Bloomberg Radio
8-24-22
Chief Investment Strategist, Chuck Self, CFA on Yahoo! Finance Live
8-18-22
Reuters - Shares Choppy, U.S. Yields Fall as Investors Digest Fed Minutes
8-17-22
Chief Investment Strategist, Chuck Self, CFA on CNBC
8-5-22
ETF.com - Investors' Guide to Tackling Inflation
7-12-22
Market Outlook - Second Quarter 2022
7-9-22
Ask the Managers - July 2022
7-6-22
Chief Investment Strategist, Chuck Self, CFA on CNBC
4-13-22
Market Outlook - First Quarter 2022
1-15-22
Market Outlook - Fourth Quarter 2021
2021
10-11-21
Market Outlook - Third Quarter 2021 (Video)
10-11-21
Market Outlook - Third Quarter 2021
9-11-21
Ask the Managers - September 2021
7-15-21
Market Outlook - Second Quarter 2021
4-23-21
Manager Perspective - April 2021
4-13-21
Market Outlook - First Quarter 2021
1-14-21
Market Outlook - Fourth Quarter 2020
2020
10-05-20
Market Outlook - Third Quarter 2020
9-15-20
U.S. News - Why the Market Is Booming and the Economy Is Struggling
8-20-20
Manager Perspective - August 2020
7-10-20
Market Outlook - Second Quarter 2020
4-8-20
Market Outlook - First Quarter 2020
1-14-20
Market Outlook - Fourth Quarter 2019
1-7-20
U.S. News - How to Get Your Portfolio Off to a Good Start for 2020
2019
10-14-19
Market Outlook - Third Quarter 2019
10-8-19
Forbes: Near Retirement?
7-11-19
Market Outlook - Second Quarter 2019
4-12-19
Market Outlook - First Quarter 2019
1-10-19
Market Outlook - Fourth Quarter 2018
2018
10-8-18
Market Outlook, Third Quarter 2018
7-12-18
Market Outlook, Second Quarter 2018
4-9-18
Market Outlook, First Quarter 2018
1-9-18
Market Outlook, Fourth Quarter 2017
2017
10-10-17
Market Outlook, Third Quarter 2017
7-10-17
Market Outlook, Second Quarter 2017
4-6-17
Market Outlook, First Quarter 2017
1-10-17
Market Outlook, Fourth Quarter 2016
2016
10-6-16
Market Outlook, Third Quarter 2016
7-7-16
Market Outlook, Second Quarter 2016
6-24-16
NBC 12 News: How to Keep Your Investment Dollars Safe
4-11-16
Market Outlook, First Quarter 2016
1-17-16
Market Outlook, Fourth Quarter 2015
2015
10-2-15
Market Outlook, Third Quarter 2015
8-24-15
AZCentral.com, What you need to know about stock-market plunge
7-10-15
Market Outlook, Second Quarter 2015
4-9-15
Market Outlook, First Quarter 2015
3-2-15
AZCentral.com, Financial Advice
1-18-15
Market Outlook, Fourth Quarter 2014
2014
11-12-14
Arizona Republic: Financial Experts
10-7-14
Market Outlook, Third Quarter 2014
6-30-14
Market Commentary, Second Quarter 2014
4-9-14
Market Commentary, First Quarter 2014
1-9-14
Market Commentary, Fourth Quarter 2013
2013
11-25-13
Manager Perspective: November 2013
11-3-13
Arizona Republic: Financial Experts
10-9-13
Market Commentary, Third Quarter 2013
8-16-13
Manager Perspective: August 2013
7-2-13
Market Commentary, Second Quarter 2013
6-7-13
Arizona Republic: Student Loan Rates
5-27-13
Manager Perspective: May 2013
4-5-13
Market Commentary, First Quarter 2013
3-6-13
Arizona Republic: Financial Experts
1-5-13
Market Commentary, Fourth Quarter 2012
2012
11-5-12
Manager Perspective: November 2012
10-22-12
Arizona Republic: What They're Buying
10-10-12
Arizona Republic: Money Pros
10-5-12
Market Commentary, Third Quarter 2012
9-10-12
Arizona Republic: Your Money
7-20-12
Market Commentary, Second Quarter 2012
6-5-12
Manager Perspective: June 2012
4-29-12
Arizona Republic: What They're Buying
4-18-12
Market Commentary, First Quarter 2012
3-23-12
Manager Perspective: March 2012
1-29-12
Arizona Republic: What They're Buying
1-12-12
Market Commentary, Fourth Quarter 2011
2011
12-27-11
Manager Perspective: December 2011
10-23-11
Arizona Republic: What They're Buying
10-7-11
Market Commentary, Third Quarter 2011
9-10-11
Manager Perspective: September 2011
7-17-11
Arizona Republic: What They're Buying
7-15-11
Market Commentary, Second Quarter 2011
Overview
Collectives
Conservative
Moderate Conservative
Moderate
Moderate Aggresive
Portfolios
Conservative
Moderate Conservative
Moderate
Moderate Aggressive
Team
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