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Read more: Q2 2026 Portfolio Management Team Update1 minutesto read
Q2 2026 Portfolio Management Team Update
Please click on the links below to view the Q2 2026 Luft Financial Model Portfolio Update.
All news & commentary
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9 minutesto read
April 2025 Portfolio Management Team Update
Summary Market Review: Most global indices declined in March to cap a challenging quarter, before President…
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7 minutes
to read
March 2025 Portfolio Management Team Update
Summary Market Review: North American indices fell in February on mounting concerns about the impact…
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9 minutesto read
February 2025 Portfolio Management Team Update
Summary Market Review: Global equities began the year positively with solid returns in January, but…
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1 minutesto read
2024 IAPW Tax Document Distribution Dates
There are different mailing dates for different account types. Please click on the link below…
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9 minutesto read
January 2025 Portfolio Management Team Update
Global equities dipped in December 2024 but achieved strong annual returns for the second consecutive…
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5 minutes
to read
December 2024 Portfolio Management Team Update
Global equities turned in a mixed performance in November, as the “Trump Trade” drove North…
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4 minutes
to read
November 2024 Portfolio Management Team Update
Global equities briefly paused their rally in October ahead of the U.S. Presidential elections, before…
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9 minutesto read
October 2024 Portfolio Management Team Update
Market Review Global equities advanced to new highs last month to cap a volatile quarter,…
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4 minutesto read
September 2024 Portfolio Management Team Update
Global equities added to gains in August, as they recovered from the worst bout of…
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