Standalone research deliverables — quarterly portfolio reviews, themed allocation frameworks, and Morningstar-style fact sheets you can share with a CPA or fellow trustee. Each report is built from the same daily-baked market data the model portfolios use.
Tap through three scenarios — blockade, limited conflict, full invasion with U.S. involvement — and watch how the indices, safe havens, and every sector would react. Hypothetical, educational.
Closing positions, performance vs. benchmark, sector rotation calls, and the rebalance roadmap for Q2.
The desk's high-conviction list for the year — by sector, by market cap, with thesis paragraphs and risk markers.
A defensive playbook: which sectors hold up, which to underweight, and how to source liquidity if conditions deteriorate.
Three side-by-side scenarios for converting a portfolio to a sustainable income stream — yield ladders, payout protection, tax-aware sequencing.
Generate a single-model fact sheet — top holdings, sector breakdown, trailing returns vs. benchmark, expense ratio, capacity. Built from the live market-data bake.
Brackets, contribution limits, RMD rules, and the year's planning calendar — the reference desk uses for every review.
Fact sheets are personalized in client reviews — pulled against your account size, time horizon, tax bracket, and benchmark of choice. Schedule a 15-minute consult to see what your version looks like.
Schedule a reviewSaturday note + intraday alerts on portfolio moves. WSJ-driven analysis, no spam.
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