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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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2 minutesto read
August 2022 Portfolio Management Team Update
August 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private…
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Managing your Mortgage in Today’s Rising Rate Environment
Managing your Mortgage in Today’s Rising Rate Environment What’s happening with mortgage rates? On July 13,…
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July 2022 Portfolio Management Team Update
July 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private…
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1 minutes
to read
Model Portfolio Update 2022 First Half Review
The first half of 2022 was an exceptionally challenging period, as stocks and bonds plunged…
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2 minutes
to read
Save for Your Children and Yourself Using the Same Dollar
Save for Your Children and Yourself Using the Same Dollar As we near the end…
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2 minutesto read
June 2022 Portfolio Management Team Update
June 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private…
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2 minutesto read
Save for Retirement or Pay off Debt?
Save for Retirement or Pay off Debt? With inflation at 30-year highs, and interest rates…
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4 minutesto read
May 2022 Portfolio Management Update
May 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private…
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2 minutesto read
Pay Yourself First – A different way to look at budgeting
Pay Yourself First – A different way to look at budgeting For most people, budgeting…
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