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  • Our Approach
  • Meet The Team
  • Video Insights
  • News & Commentary
  • Client Resources
  • Login
Contact Us

Market commentary

  • Market commentary Newsletter articles
    4 minutes

    to read

    May 2022 Portfolio Management Update

    May 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private…

    Read more: May 2022 Portfolio Management Update
  • Market commentary Newsletter articles
    4 minutes

    to read

    April 2022 Portfolio Management Team Update

    April 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private…

    Read more: April 2022 Portfolio Management Team Update
  • Market commentary Newsletter articles
    3 minutes

    to read

    March 2022 Portfolio Management Team Update

    March 2022 Portfolio Management Team Update  By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private…

    Read more: March 2022 Portfolio Management Team Update
  • Luft Financial Model Portfolios Market commentary
    1 minutes

    to read

    Model Review 2022 Outlook (and 2021 review)

    Markets have been unusually volatile so far in 2022. Our attached Model Portfolio Update provides…

    Read more: Model Review 2022 Outlook (and 2021 review)
  • Market commentary
    1 minutes

    to read

    When Will You Get Your Tax Slips? 2022

    There are different mailing dates for different account types. Please click on the link below…

    Read more: When Will You Get Your Tax Slips? 2022
  • Market commentary Newsletter articles
    2 minutes

    to read

    February 2022 Portfolio Management Team Update

    February 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private…

    Read more: February 2022 Portfolio Management Team Update
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