Documents

Name	Downloads	Version	Owner	Last Modified	Rating
Name	Downloads	Version	Owner	Last Modified	Rating
Advisor Materials
AEWM Investment Models
Marketing
The Wealth Report
Seminar Slides
Dynamic Asset Allocation
Sterling Commentary
FIA Data Feeds_2019_AS-Print - FIA Data Feeds_2019_AS-Print.pdf » FIA Data Feeds_2019_AS-Print.pdf File Options Download Preview Goto Post	1 downloads	1.0	Gates Glassel	22-05-2019 15:43
AEWM_Teams 1 pager_JG - AEWM_Teams 1 pager_JG.pdf » AEWM_Teams 1 pager_JG.pdf File Options Download Preview Goto Post	1 downloads	1.0	Gates Glassel	22-05-2019 15:40
Weekly Commentary 3.17.19-3.23.19 - Weekly Commentary 3.17.19-3.23.19.pdf » Weekly Commentary 3.17.19-3.23.19.pdf File Options Download Preview Goto Post	7 downloads	1.0	Gates Glassel	25-04-2019 20:52
Weekly Commentary 3.24.19-3.30.19 - Weekly Commentary 3.24.19-3.30.19.pdf » Weekly Commentary 3.24.19-3.30.19.pdf File Options Download Preview Goto Post	7 downloads	1.0	Gates Glassel	25-04-2019 20:52
Weekly Commentary 2.24.19-3.2.19 - Weekly Commentary 2.24.19-3.2.19.pdf » Weekly Commentary 2.24.19-3.2.19.pdf File Options Download Preview Goto Post	7 downloads	1.0	Gates Glassel	25-04-2019 20:51
Weekly Commentary 3.3.19-3.9.19 - Weekly Commentary 3.3.19-3.9.19.pdf » Weekly Commentary 3.3.19-3.9.19.pdf File Options Download Preview Goto Post	8 downloads	1.0	Gates Glassel	25-04-2019 20:51
Weekly Commentary 3.10.19-3.16.19 - Weekly Commentary 3.10.19-3.16.19.pdf » Weekly Commentary 3.10.19-3.16.19.pdf File Options Download Preview Goto Post	5 downloads	1.0	Gates Glassel	25-04-2019 20:51
Quarterly Market Talk - Q1 2019 - Quarterly Market Talk - Q1 2019.pdf » Quarterly Market Talk - Q1 2019.pdf File Options Download Preview Goto Post	7 downloads	1.0	Gates Glassel	25-04-2019 20:50
ANTICIPATING A BOOM IN WEALTH TRANSFERS - 1_1_AEWM-Wealth-Report_Boom in Wealth Transfers_GG.pdf » 1_1_AEWM-Wealth-Report_Boom in Wealth Transfers_GG.pdf File Options Download Preview Goto Post	9 downloads	1.0	Gates Glassel	25-04-2019 20:21
HOW GAS TAXES HELP DRIVE ROAD REPAIRS - 2_1_AEWM-Wealth-Report_Gas Taxes_GG.pdf » 2_1_AEWM-Wealth-Report_Gas Taxes_GG.pdf File Options Download Preview Goto Post	8 downloads	1.0	Gates Glassel	25-04-2019 20:21
HOW TURMOIL AND GRIDLOCK IN WASHINGTON IMPACTS THE MARKETS - 1_0_AEWM-Wealth-Report_Turmoil and Gridlock_GG.pdf » 1_0_AEWM-Wealth-Report_Turmoil and Gridlock_GG.pdf File Options Download Preview Goto Post	4 downloads	1.0	Gates Glassel	25-04-2019 20:20
HOW TO APPROACH VALUES-BASED FINANCIAL PLANNING - 1_1_AEWM-Wealth-Report_Approach Values-Based_GG.pdf » 1_1_AEWM-Wealth-Report_Approach Values-Based_GG.pdf File Options Download Preview Goto Post	7 downloads	1.0	Gates Glassel	25-04-2019 20:20
HOW THE STRENGTH OF THE DOLLAR IMPACTS THE MARKET - 1_1_AEWM-Wealth-Report_Strength of the Dollar_GG.pdf » 1_1_AEWM-Wealth-Report_Strength of the Dollar_GG.pdf File Options Download Preview Goto Post	5 downloads	1.0	Gates Glassel	25-04-2019 20:20
IMPLICATIONS OF HAVING YOUR DATA EXPLOSED - 1_1_AEWM-Wealth-Report_Data Exposed_GG.pdf » 1_1_AEWM-Wealth-Report_Data Exposed_GG.pdf File Options Download Preview Goto Post	8 downloads	1.0	Gates Glassel	25-04-2019 20:19
Appendix Form ADV2 - FormADV2AAppendix1 (3.30.19).pdf » FormADV2AAppendix1 (3.30.19).pdf File Options Download Preview Goto Post	14 downloads	1.0	Kimber Mitchell	09-04-2019 16:42
ADV2A (3.30.19) - AE Wealth Management.ADV2A (3.30.19).pdf » AE Wealth Management.ADV2A (3.30.19).pdf File Options Download Preview Goto Post	38 downloads	1.0	Kimber Mitchell	08-04-2019 22:08
Form ADV Part 1 (3.31.19) - Form ADV Part 1 (3.31.19) (1).pdf » Form ADV Part 1 (3.31.19) (1).pdf File Options Download Preview Goto Post	4 downloads	1.0	Kimber Mitchell	08-04-2019 22:03
Privacy Notice - Privacy Notice (4.3.19).pdf » Privacy Notice (4.3.19).pdf File Options Download Preview Goto Post	11 downloads	1.0	Kimber Mitchell	08-04-2019 21:53
Q1 State of the Market Consumer Slides - Q1 State of the Market Consumer Slides.pptx » Q1 State of the Market Consumer Slides.pptx File Options Download Preview Goto Post	87 downloads	1.0	Gates Glassel	03-04-2019 13:59
Weekly Market Bond Review 3.25.19 - Weekly Market Bond Review 3.25.19.pdf » Weekly Market Bond Review 3.25.19.pdf File Options Download Preview Goto Post	7 downloads	1.0	Gates Glassel	27-03-2019 16:02
Weekly Market Update 3.25.19 - Weekly Market Update 3.25.19.pdf » Weekly Market Update 3.25.19.pdf File Options Download Preview Goto Post	13 downloads	1.0	Gates Glassel	27-03-2019 16:01
TD_PE_Model_1_pagers_-_International - TD_PE_Model_1_pagers_-_International.pdf » TD_PE_Model_1_pagers_-_International.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	27-03-2019 15:41
TD_PE_Model_1_pagers_-_Domestic - TD_PE_Model_1_pagers_-_Domestic.pdf » TD_PE_Model_1_pagers_-_Domestic.pdf File Options Download Preview Goto Post	29 downloads	1.0	Gates Glassel	27-03-2019 15:40
TD_IRA_Distribution_Withholding_Form_TDAI24231 - TD_IRA_Distribution_Withholding_Form_TDAI24231.pdf » TD_IRA_Distribution_Withholding_Form_TDAI24231.pdf File Options Download Preview Goto Post	8 downloads	1.0	Gates Glassel	27-03-2019 14:46
TD_Institutional_Disclosure_Packet_TDAI1113 - TD_Institutional_Disclosure_Packet_TDAI1113.pdf » TD_Institutional_Disclosure_Packet_TDAI1113.pdf File Options Download Preview Goto Post	7 downloads	1.0	Gates Glassel	27-03-2019 14:46
TD_Checking_Debit_Card_Application__TDAI1837_ - TD_Checking_Debit_Card_Application__TDAI1837_.pdf » TD_Checking_Debit_Card_Application__TDAI1837_.pdf File Options Download Preview Goto Post	35 downloads	1.0	Gates Glassel	27-03-2019 14:46
TD_IRA_Account_Application_TDAI1468 - TD_IRA_Account_Application_TDAI1468.pdf » TD_IRA_Account_Application_TDAI1468.pdf File Options Download Preview Goto Post	7 downloads	1.0	Gates Glassel	27-03-2019 14:46
TD_Beneficiary_IRA_Account_Application_TDAI4468 - TD_Beneficiary_IRA_Account_Application_TDAI4468.pdf » TD_Beneficiary_IRA_Account_Application_TDAI4468.pdf File Options Download Preview Goto Post	6 downloads	1.0	Gates Glassel	27-03-2019 14:46
AEWM Model Performance as of 2.28.19 - AEWM Model Performance as of 2.28.19.pdf » AEWM Model Performance as of 2.28.19.pdf File Options Download Preview Goto Post	68 downloads	1.0	Gates Glassel	20-03-2019 16:50
Weekly Market Recap 3.18.19 - Weekly Market Recap 3.18.19.pdf » Weekly Market Recap 3.18.19.pdf File Options Download Preview Goto Post	8 downloads	1.0	Gates Glassel	20-03-2019 16:48
Weekly Bond Market Review 3.18.19 - Weekly Bond Market Review 3.18.19.pdf » Weekly Bond Market Review 3.18.19.pdf File Options Download Preview Goto Post	8 downloads	1.0	Gates Glassel	20-03-2019 16:48
Weekly Market Update 3.18.19 - Weekly Market Update 3.18.19.pdf » Weekly Market Update 3.18.19.pdf File Options Download Preview Goto Post	12 downloads	1.0	Gates Glassel	20-03-2019 16:47
Weekly Market Update 3.11.19 - Weekly Market Update 3.11.19.pdf » Weekly Market Update 3.11.19.pdf File Options Download Preview Goto Post	8 downloads	1.0	Gates Glassel	14-03-2019 14:13
Weekly Market Commentary 3.3-3.9 - Weekly Market Commentary 3.3-3.9.pdf » Weekly Market Commentary 3.3-3.9.pdf File Options Download Preview Goto Post	13 downloads	1.0	Gates Glassel	14-03-2019 14:12
Weekly Market Recap 3.11.19 - Weekly Market Recap 3.11.19.pdf » Weekly Market Recap 3.11.19.pdf File Options Download Preview Goto Post	9 downloads	1.0	Gates Glassel	14-03-2019 14:12
Inst. ETF Income Primary - Inst. ETF Income Primary.pdf » Inst. ETF Income Primary.pdf File Options Download Preview Goto Post	13 downloads	1.0	Gates Glassel	14-03-2019 14:11
Weekly Bond Market Review 3.11.19 - Weekly Bond Market Review 3.11.19.pdf » Weekly Bond Market Review 3.11.19.pdf File Options Download Preview Goto Post	8 downloads	1.0	Gates Glassel	14-03-2019 14:11
Inst. ETF Income & Growth - Inst. ETF Income & Growth.pdf » Inst. ETF Income & Growth.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	14-03-2019 14:10
Inst. ETF Income Fact Sheet - Inst. ETF Income Fact Sheet.pdf » Inst. ETF Income Fact Sheet.pdf File Options Download Preview Goto Post	15 downloads	1.0	Gates Glassel	14-03-2019 14:10
Inst. ETF Growth - Inst. ETF Growth.pdf » Inst. ETF Growth.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	14-03-2019 14:09
Inst. ETF Fixed Income - Inst. ETF Fixed Income.pdf » Inst. ETF Fixed Income.pdf File Options Download Preview Goto Post	13 downloads	1.0	Gates Glassel	14-03-2019 14:08
Inst. ETF Balanced - Inst. ETF Balanced.pdf » Inst. ETF Balanced.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	14-03-2019 14:07
Diversified Income - Diversified Income1.pdf » Diversified Income1.pdf File Options Download Preview Goto Post	36 downloads	1.0	Gates Glassel	14-03-2019 14:06
Inst. ETF Aggressive Growth - Inst. ETF Aggressive Growth.pdf » Inst. ETF Aggressive Growth.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	14-03-2019 14:06
Weekly Market Update 3.14.19 - Weekly Market Update 3.14.19.pdf » Weekly Market Update 3.14.19.pdf File Options Download Preview Goto Post	12 downloads	1.0	Gates Glassel	07-03-2019 16:53
Weekly Commentary 2.24.19 - 3.2.19 - Weekly Commentary 2.24.19 - 3.2.19.pdf » Weekly Commentary 2.24.19 - 3.2.19.pdf File Options Download Preview Goto Post	9 downloads	1.0	Gates Glassel	07-03-2019 16:52
Weekly Market Recap 3.4.19 - Weekly Market Recap 3.4.19.pdf » Weekly Market Recap 3.4.19.pdf File Options Download Preview Goto Post	11 downloads	1.0	Gates Glassel	07-03-2019 16:52
Weekly Bond Market Review 3.4.19 - Weekly Bond Market Review 3.4.19.pdf » Weekly Bond Market Review 3.4.19.pdf File Options Download Preview Goto Post	9 downloads	1.0	Gates Glassel	07-03-2019 16:51
Weekly Bond Market Review 3.4.19 - Weekly Bond Market Review 34191.pdf » Weekly Bond Market Review 34191.pdf File Options Download Preview Goto Post	10 downloads	1.0	Gates Glassel	07-03-2019 16:51
Weekly_Market_Recap__Sterling__2-25-19 - Weekly_Market_Recap__Sterling__2-25-19.pdf » Weekly_Market_Recap__Sterling__2-25-19.pdf File Options Download Preview Goto Post	10 downloads	1.0	Gates Glassel	28-02-2019 20:25
Weekly_Market_Update_2-25-19 - Weekly_Market_Update_2-25-19.pdf » Weekly_Market_Update_2-25-19.pdf File Options Download Preview Goto Post	12 downloads	1.0	Gates Glassel	28-02-2019 20:25
Weekly_Market_Commentary_2.17 - Weekly_Market_Commentary_2.17.pdf » Weekly_Market_Commentary_2.17.pdf File Options Download Preview Goto Post	10 downloads	1.0	Gates Glassel	28-02-2019 20:24
IA_Income_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19 - IA_Income_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf » IA_Income_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf File Options Download Preview Goto Post	9 downloads	1.0	Gates Glassel	28-02-2019 20:23
IA_Income_Primary_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19 - IA_Income_Primary_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf » IA_Income_Primary_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	28-02-2019 20:23
Weekly_Bond_Market_Review_02-25-19 - Weekly_Bond_Market_Review_02-25-19.pdf » Weekly_Bond_Market_Review_02-25-19.pdf File Options Download Preview Goto Post	9 downloads	1.0	Gates Glassel	28-02-2019 20:23
Weekly_Bond_Market_Review_02-25-19 - Weekly_Bond_Market_Review_02-25-191.pdf » Weekly_Bond_Market_Review_02-25-191.pdf File Options Download Preview Goto Post	7 downloads	1.0	Gates Glassel	28-02-2019 20:23
IA_Balanced_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19 - IA_Balanced_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf » IA_Balanced_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf File Options Download Preview Goto Post	26 downloads	1.0	Gates Glassel	28-02-2019 20:22
IA_Fixed_Income_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19 - IA_Fixed_Income_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf » IA_Fixed_Income_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	28-02-2019 20:22
IA_Income___Growth_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19 - IA_Income___Growth_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf » IA_Income___Growth_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf File Options Download Preview Goto Post	27 downloads	1.0	Gates Glassel	28-02-2019 20:22
IA_Aggressive_Growth_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19 - IA_Aggressive_Growth_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf » IA_Aggressive_Growth_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf File Options Download Preview Goto Post	34 downloads	1.0	Gates Glassel	28-02-2019 20:21
IA_Aggressive_Growth_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19__1_ - IA_Aggressive_Growth_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19__1_.pdf » IA_Aggressive_Growth_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19__1_.pdf File Options Download Preview Goto Post	30 downloads	1.0	Gates Glassel	28-02-2019 20:20
01.31.19_AEWM_Model_Performance_Handout_-_rev - 01.31.19_AEWM_Model_Performance_Handout_-_rev.pdf » 01.31.19_AEWM_Model_Performance_Handout_-_rev.pdf File Options Download Preview Goto Post	43 downloads	1.0	Gates Glassel	28-02-2019 20:19
01.31.19_AEWM_Model_Performance_Handout_-_rev - 013119_AEWM_Model_Performance_Handout_-_rev1.pdf » 013119_AEWM_Model_Performance_Handout_-_rev1.pdf File Options Download Preview Goto Post	7 downloads	1.0	Gates Glassel	28-02-2019 20:19
Weekly Market Update 2.19.19 - Weekly Market Update 2.19.19.pdf » Weekly Market Update 2.19.19.pdf File Options Download Preview Goto Post	10 downloads	1.0	Gates Glassel	20-02-2019 17:15
February 2019 - February 2019.pdf » February 2019.pdf File Options Download Preview Goto Post	12 downloads	1.0	Gates Glassel	20-02-2019 17:14
Weekly Market Recap 2.19.19 - Weekly Market Recap 2.19.19.pdf » Weekly Market Recap 2.19.19.pdf File Options Download Preview Goto Post	14 downloads	1.0	Gates Glassel	20-02-2019 17:14
Weekly Market Recap 2.11.19 - Weekly Market Recap 2.11.19.pdf » Weekly Market Recap 2.11.19.pdf File Options Download Preview Goto Post	10 downloads	1.0	Gates Glassel	14-02-2019 16:44
Weekly Market Update 2.11.19 - Weekly Market Update 2.11.19.pdf » Weekly Market Update 2.11.19.pdf File Options Download Preview Goto Post	12 downloads	1.0	Gates Glassel	14-02-2019 16:44
Weekly Bond Market Review 2.11.19 - Weekly Bond Market Review 2.11.19.pdf » Weekly Bond Market Review 2.11.19.pdf File Options Download Preview Goto Post	11 downloads	1.0	Gates Glassel	14-02-2019 16:43
4Q18_AEWM_Quarterly_Review - 4Q18_AEWM_Quarterly_Review.pdf » 4Q18_AEWM_Quarterly_Review.pdf File Options Download Preview Goto Post	28 downloads	1.0	Gates Glassel	06-02-2019 21:25
731292_2019_Market_Outlook_Slides_Compliance_Comments_1.31.19 - 731292_2019_Market_Outlook_Slides_Compliance_Comments_1.31.19.pptx » 731292_2019_Market_Outlook_Slides_Compliance_Comments_1.31.19.pptx File Options Download Preview Goto Post	23 downloads	1.0	Gates Glassel	06-02-2019 21:24
731292_2019_Market_Outlook_Slides_Compliance_Comments_1.31.19 - 731292_2019_Market_Outlook_Slides_Compliance_Comments_131191.pptx » 731292_2019_Market_Outlook_Slides_Compliance_Comments_131191.pptx File Options Download Preview Goto Post	11 downloads	1.0	Gates Glassel	06-02-2019 21:24
731292_2019_Market_Outlook_Slides_Compliance_Comments_1.31.19 - 731292_2019_Market_Outlook_Slides_Compliance_Comments_131192.pptx » 731292_2019_Market_Outlook_Slides_Compliance_Comments_131192.pptx File Options Download Preview Goto Post	8 downloads	1.0	Gates Glassel	06-02-2019 21:24
Weekly Market Recap 2.4.19 - Weekly Market Recap 2.4.19.pdf » Weekly Market Recap 2.4.19.pdf File Options Download Preview Goto Post	14 downloads	1.0	Gates Glassel	06-02-2019 21:23
Weekly Market Update 2.4.19 - Weekly Market Update 2.4.19.pdf » Weekly Market Update 2.4.19.pdf File Options Download Preview Goto Post	13 downloads	1.0	Gates Glassel	06-02-2019 21:23
Weekly Bond Market Review 2.4.19 - Weekly Bond Market Review 2.4.19.pdf » Weekly Bond Market Review 2.4.19.pdf File Options Download Preview Goto Post	9 downloads	1.0	Gates Glassel	06-02-2019 21:22
Weekly Market Recap 1.28.2019 - Weekly Market Recap 1.28.2019.pdf » Weekly Market Recap 1.28.2019.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	30-01-2019 21:00
Weekly Market Update 1.28.2019 - Weekly Market Update 1.28.2019.pdf » Weekly Market Update 1.28.2019.pdf File Options Download Preview Goto Post	15 downloads	1.0	Gates Glassel	30-01-2019 21:00
What Low Unemployment Means for the U.S. - WhatLowUnemploymentMeansforth U.S..pdf » WhatLowUnemploymentMeansforth U.S..pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	30-01-2019 21:00
Bond Market Review 1.28.2019 - Bond Market Review 1.28.2019.pdf » Bond Market Review 1.28.2019.pdf File Options Download Preview Goto Post	11 downloads	1.0	Gates Glassel	30-01-2019 20:59
MMRP Quarterly Commentary 2018Q4 - MMRP Quarterly Commentary 2018Q4.pdf » MMRP Quarterly Commentary 2018Q4.pdf File Options Download Preview Goto Post	13 downloads	1.0	Gates Glassel	30-01-2019 20:59
18Q4 Diversified Income Model One Pager Compl Imple 1.25.19-Rev - 18Q4 Diversified Income Model One Pager Compl Imple 1.25.19-Rev.pdf » 18Q4 Diversified Income Model One Pager Compl Imple 1.25.19-Rev.pdf File Options Download Preview Goto Post	69 downloads	1.0	Gates Glassel	30-01-2019 20:58
Weekly Market Recap 1.21.2019 - Weekly Market Recap 1.21.2019.pdf » Weekly Market Recap 1.21.2019.pdf File Options Download Preview Goto Post	12 downloads	1.0	Gates Glassel	24-01-2019 21:08
Weekly Market Update 1.21.2019 - Weekly Market Update 1.21.2019.pdf » Weekly Market Update 1.21.2019.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	24-01-2019 21:08
MMRP Moderate as of 12.31.2018 - MMRP Moderate as of 12.31.2018 (1) (1).pdf » MMRP Moderate as of 12.31.2018 (1) (1).pdf File Options Download Preview Goto Post	17 downloads	1.0	Gates Glassel	24-01-2019 21:07
MMRP Moderate with RT as of 12.31.2018 - MMRP Moderate with RT as of 12.31.2018 (1).pdf » MMRP Moderate with RT as of 12.31.2018 (1).pdf File Options Download Preview Goto Post	11 downloads	1.0	Gates Glassel	24-01-2019 21:07
MMRP Growth with RT as of 12.31.2018 - MMRP Growth with RT as of 12.31.2018 (1).pdf » MMRP Growth with RT as of 12.31.2018 (1).pdf File Options Download Preview Goto Post	15 downloads	1.0	Gates Glassel	24-01-2019 21:06
MMRP Growth as of 12.31.18 - MMRP Growth as of 12.31.18 (1).pdf » MMRP Growth as of 12.31.18 (1).pdf File Options Download Preview Goto Post	17 downloads	1.0	Gates Glassel	24-01-2019 21:05
Inst'l Alpha One Pager as of 01.08.19 - Inst'l Alpha One Pager as of 01.08.19.pdf » Inst'l Alpha One Pager as of 01.08.19.pdf File Options Download Preview Goto Post	50 downloads	1.0	Gates Glassel	24-01-2019 21:04
Inst'l Alpha Short One Pager as of 01.08.19 - Inst'l Alpha Short One Pager as of 01.08.19.pdf » Inst'l Alpha Short One Pager as of 01.08.19.pdf File Options Download Preview Goto Post	48 downloads	1.0	Gates Glassel	24-01-2019 21:04
Institutional ETF Model One Pager as of 01.08.19 - Institutional ETF Model One Pager as of 01.08.19.pdf » Institutional ETF Model One Pager as of 01.08.19.pdf File Options Download Preview Goto Post	63 downloads	1.0	Gates Glassel	24-01-2019 21:04
18Q4 Diversified Income Model One Pager Compl Imple 1.22.19-Rev - 18Q4 Diversified Income Model One Pager Compl Imple 1.22.19-Rev.pdf » 18Q4 Diversified Income Model One Pager Compl Imple 1.22.19-Rev.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	24-01-2019 21:03
Inst'l Alpha Mercer TWIN one pager as of 01.08.19 - Inst'l Alpha Mercer TWIN one pager as of 01.08.19.pdf » Inst'l Alpha Mercer TWIN one pager as of 01.08.19.pdf File Options Download Preview Goto Post	36 downloads	1.0	Gates Glassel	24-01-2019 21:03
Weekly Market Recap 1.14.2019 - Weekly Market Recap 1.14.2019.pdf » Weekly Market Recap 1.14.2019.pdf File Options Download Preview Goto Post	12 downloads	1.0	Gates Glassel	16-01-2019 22:12
Weekly Market Update 1.14.2019 - Weekly Market Update 1.14.2019.pdf » Weekly Market Update 1.14.2019.pdf File Options Download Preview Goto Post	12 downloads	1.0	Gates Glassel	16-01-2019 22:12
Bond Market Review 1.14.2019 - Bond Market Review 1.14.2019.pdf » Bond Market Review 1.14.2019.pdf File Options Download Preview Goto Post	15 downloads	1.0	Gates Glassel	16-01-2019 22:11
Brexit Deadline Nears - Brexit Deadline Nears.pdf » Brexit Deadline Nears.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	16-01-2019 22:11
January 2019 - January 2019.pdf » January 2019.pdf File Options Download Preview Goto Post	17 downloads	1.0	Gates Glassel	16-01-2019 22:11
AEWM Model Performance as of 12.31.2018 - AEWM Model Performance as of 12.31.2018.pdf » AEWM Model Performance as of 12.31.2018.pdf File Options Download Preview Goto Post	84 downloads	1.0	Gates Glassel	16-01-2019 22:10
Weekly Market Update 1.7.2019 - Weekly Market Update 1.7.2019.pdf » Weekly Market Update 1.7.2019.pdf File Options Download Preview Goto Post	14 downloads	1.0	Gates Glassel	10-01-2019 19:24
Bond Market Review 1.7.2019 - Bond Market Review 1.7.2019.pdf » Bond Market Review 1.7.2019.pdf File Options Download Preview Goto Post	9 downloads	1.0	Gates Glassel	10-01-2019 19:23
Weekly Market Recap 1.7.2019 - Weekly Market Recap 1.7.2019.pdf » Weekly Market Recap 1.7.2019.pdf File Options Download Preview Goto Post	13 downloads	1.0	Gates Glassel	10-01-2019 19:23
Weekly Market Update 12.24.2018 - Weekly Market Update 12.24.2018.pdf » Weekly Market Update 12.24.2018.pdf File Options Download Preview Goto Post	11 downloads	1.0	Gates Glassel	10-01-2019 19:15
Weekly Market Update 12.31.2018 - Weekly Market Update 12.31.2018.pdf » Weekly Market Update 12.31.2018.pdf File Options Download Preview Goto Post	10 downloads	1.0	Gates Glassel	10-01-2019 19:15
Weekly Market Recap 12.24.2018 - Weekly Market Recap 12.24.2018.pdf » Weekly Market Recap 12.24.2018.pdf File Options Download Preview Goto Post	14 downloads	1.0	Gates Glassel	10-01-2019 19:14
Weekly Market Recap 1.2.2019 - Weekly Market Recap 1.2.2019.pdf » Weekly Market Recap 1.2.2019.pdf File Options Download Preview Goto Post	15 downloads	1.0	Gates Glassel	10-01-2019 19:12
How The China Stimulus Impacts Global Growth - How The China Stimulus Impacts Global Growth.pdf » How The China Stimulus Impacts Global Growth.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	10-01-2019 19:07
Weekly Market Recap 4.23.2018 - Weekly Market Recap 42320181.pdf » Weekly Market Recap 42320181.pdf File Options Download Preview Goto Post	11 downloads	1.0	Gates Glassel	04-01-2019 21:06
Market Talk 1st Quarter 2018 - Market Talk 1st Quarter 20181.pdf » Market Talk 1st Quarter 20181.pdf File Options Download Preview Goto Post	9 downloads	1.0	Gates Glassel	04-01-2019 21:05
Quarterly Review Q1 2018 (Advisor Facing Only) - Quarterly Review Q1 2018 (Advisor Facing Only)1.pdf » Quarterly Review Q1 2018 (Advisor Facing Only)1.pdf File Options Download Preview Goto Post	40 downloads	1.0	Gates Glassel	04-01-2019 21:05
Tariffs and Investment Strategy 4.19.2018 - Tariffs and Investment Strategy 41920181.pdf » Tariffs and Investment Strategy 41920181.pdf File Options Download Preview Goto Post	13 downloads	1.0	Gates Glassel	04-01-2019 21:04
Bond Market Review 4.23.2018 - Bond Market Review 42320181.pdf » Bond Market Review 42320181.pdf File Options Download Preview Goto Post	8 downloads	1.0	Gates Glassel	04-01-2019 21:04
Weekly Market Recap 12.17.2018 - Weekly Market Recap 12.17.2018.pdf » Weekly Market Recap 12.17.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	21-12-2018 17:26
Weekly Market Update 12.17.2018 - Weekly Market Update 12.17.2018.pdf » Weekly Market Update 12.17.2018.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	21-12-2018 17:26
Bond Market Review 12.17.2018 - Bond Market Review 12.17.2018.pdf » Bond Market Review 12.17.2018.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	21-12-2018 17:25
December 2018 - December 2018.pdf » December 2018.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	21-12-2018 17:25
Fidleity IRA Beneficiary Designation (1.719046.110) - Fidleity IRA Beneficiary Designation (1.719046.110).pdf » Fidleity IRA Beneficiary Designation (1.719046.110).pdf File Options Download Preview Goto Post	20 downloads	1.0	Gates Glassel	21-12-2018 17:25
Weekly Market Update 12.10.2018 - Weekly Market Update 12.10.2018.pdf » Weekly Market Update 12.10.2018.pdf File Options Download Preview Goto Post	14 downloads	1.0	Gates Glassel	14-12-2018 16:53
Are We On The Verge Of A Financial Crisis - Are We On The Verge Of A Financial Crisis.pdf » Are We On The Verge Of A Financial Crisis.pdf File Options Download Preview Goto Post	28 downloads	1.0	Gates Glassel	14-12-2018 16:52
Wealth Advantage 12.7.2018 - Wealth Advantage 12.7.2018.pdf » Wealth Advantage 12.7.2018.pdf File Options Download Preview Goto Post	14 downloads	1.0	Gates Glassel	14-12-2018 16:52
Weekly Market Recap 12.10.2018 - Weekly Market Recap 12.10.2018.pdf » Weekly Market Recap 12.10.2018.pdf File Options Download Preview Goto Post	15 downloads	1.0	Gates Glassel	14-12-2018 16:52
Special Market Update 12.10.18 - Market Update 12.10.18.pdf » Market Update 12.10.18.pdf File Options Download Preview Goto Post	102 downloads	1.1	Gates Glassel	12-12-2018 20:34
TD Institutional Disclosure Packet TDAI1113 - TD Institutional Disclosure Packet TDAI11132.pdf » TD Institutional Disclosure Packet TDAI11132.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	10-12-2018 14:12
Women and Money - Women and Money.pdf » Women and Money.pdf File Options Download Preview Goto Post	26 downloads	1.0	Gates Glassel	06-12-2018 20:36
Weekly Market Recap 12.3.2018 - Weekly Market Recap 12.3.2018.pdf » Weekly Market Recap 12.3.2018.pdf File Options Download Preview Goto Post	14 downloads	1.0	Gates Glassel	06-12-2018 20:35
Weekly Market Update 12.3.2018 - Weekly Market Update 12.3.2018.pdf » Weekly Market Update 12.3.2018.pdf File Options Download Preview Goto Post	15 downloads	1.0	Gates Glassel	06-12-2018 20:35
Bond Market Review 12.3.2018 - Bond Market Review 12.3.2018.pdf » Bond Market Review 12.3.2018.pdf File Options Download Preview Goto Post	17 downloads	1.0	Gates Glassel	06-12-2018 20:34
Weekly Market Recap 11.26.2018 - Weekly Market Recap 11.26.2018.pdf » Weekly Market Recap 11.26.2018.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	29-11-2018 16:56
Weekly Market Update 11.26.2018 - Weekly Market Update 11.26.2018.pdf » Weekly Market Update 11.26.2018.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	29-11-2018 16:56
Due Diligence Diversified Income - Due Diligence Diversified Income6.pdf » Due Diligence Diversified Income6.pdf File Options Download Preview Goto Post	34 downloads	1.0	Gates Glassel	29-11-2018 16:55
Due Diligence Inst'l Alpha - Due Diligence Inst'l Alpha.pdf » Due Diligence Inst'l Alpha.pdf File Options Download Preview Goto Post	50 downloads	1.0	Gates Glassel	29-11-2018 16:55
Due Diligence Inst'l ETF - Due Diligence Inst'l ETF.pdf » Due Diligence Inst'l ETF.pdf File Options Download Preview Goto Post	17 downloads	1.0	Gates Glassel	29-11-2018 16:55
3rd Party Distribution Verification Form - 3rd Party Distribution Verification Form.pdf » 3rd Party Distribution Verification Form.pdf File Options Download Preview Goto Post	14 downloads	1.0	Gates Glassel	29-11-2018 16:54
Wealth Advantage 11.8.2018 - Wealth Advantage 11.8.2018.pdf » Wealth Advantage 11.8.2018.pdf File Options Download Preview Goto Post	13 downloads	1.0	Gates Glassel	29-11-2018 16:39
Weekly Market Recap 11.19.2018 - Weekly Market Recap 11.19.2018.pdf » Weekly Market Recap 11.19.2018.pdf File Options Download Preview Goto Post	11 downloads	1.0	Gates Glassel	29-11-2018 16:39
Weekly Market Update 11.19.2018 - Weekly Market Update 11.19.2018.pdf » Weekly Market Update 11.19.2018.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	29-11-2018 16:39
Has The Housing Market Reached Its Peak - Has The Housing Market Reached Its Peak.pdf » Has The Housing Market Reached Its Peak.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	29-11-2018 16:38
November 2018 - November 2018.pdf » November 2018.pdf File Options Download Preview Goto Post	13 downloads	1.0	Gates Glassel	29-11-2018 16:38
Bond Market Review 11.19.2018 - Bond Market Review 11.19.2018.pdf » Bond Market Review 11.19.2018.pdf File Options Download Preview Goto Post	17 downloads	1.0	Gates Glassel	29-11-2018 16:37
TD Beneficiary IRA Account Application TDAI4468 - TD Beneficiary IRA Account Application TDAI44683.pdf » TD Beneficiary IRA Account Application TDAI44683.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	20-11-2018 16:09
AEWM Model Performance as of 9.30.2018 - AEWM Model Performance as of 9.30.2018.pdf » AEWM Model Performance as of 9.30.2018.pdf File Options Download Preview Goto Post	83 downloads	1.0	Gates Glassel	15-11-2018 19:38
Weekly Market Recap 11.12.2018 - Weekly Market Recap 11.12.2018.pdf » Weekly Market Recap 11.12.2018.pdf File Options Download Preview Goto Post	26 downloads	1.0	Gates Glassel	15-11-2018 19:38
Weekly Market Update 11.12.2018 - Weekly Market Update 11.12.2018.pdf » Weekly Market Update 11.12.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	15-11-2018 19:38
Weekly Market Update 11.5.2018 - Weekly Market Update 11.5.2018.pdf » Weekly Market Update 11.5.2018.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	12-11-2018 22:02
Quarterly Review Q3 2018 (Advisor Facing Only) - Quarterly Review Q3 2018 (Advisor Facing Only).pdf » Quarterly Review Q3 2018 (Advisor Facing Only).pdf File Options Download Preview Goto Post	42 downloads	1.0	Gates Glassel	12-11-2018 22:01
Volatility is Back - AEWM Diversified Income - Nov 2018 - Volatility is Back - AEWM Diversified Income - Nov 2018.pdf » Volatility is Back - AEWM Diversified Income - Nov 2018.pdf File Options Download Preview Goto Post	30 downloads	1.0	Gates Glassel	12-11-2018 22:01
Weekly Market Recap 11.5.2018 - Weekly Market Recap 11.5.2018.pdf » Weekly Market Recap 11.5.2018.pdf File Options Download Preview Goto Post	27 downloads	1.0	Gates Glassel	12-11-2018 22:01
Bond Market Review 11.5.2018 - Bond Market Review 11.5.2018.pdf » Bond Market Review 11.5.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	12-11-2018 22:00
Weekly Market Update 10.15.2018 - Weekly Market Update 10.15.2018.pdf » Weekly Market Update 10.15.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	12-11-2018 21:33
Weekly Market Update 10.22.2018 - Weekly Market Update 102220181.pdf » Weekly Market Update 102220181.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	12-11-2018 21:33
Weekly Market Update 10.29.2018 - Weekly Market Update 10.29.2018.pdf » Weekly Market Update 10.29.2018.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	12-11-2018 21:33
Weekly Market Recap 10.22.2018 - Weekly Market Recap 102220181.pdf » Weekly Market Recap 102220181.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	12-11-2018 21:32
Weekly Market Recap 10.29.2018 - Weekly Market Recap 10.29.2018.pdf » Weekly Market Recap 10.29.2018.pdf File Options Download Preview Goto Post	28 downloads	1.0	Gates Glassel	12-11-2018 21:32
Weekly Market Update 10.8.2018 - Weekly Market Update 10820181.pdf » Weekly Market Update 10820181.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	12-11-2018 21:32
Bond Market Review 10.29.2018 - Bond Market Review 10.29.2018.pdf » Bond Market Review 10.29.2018.pdf File Options Download Preview Goto Post	17 downloads	1.0	Gates Glassel	12-11-2018 21:31
Weekly Market Recap 10.8.2018 - Weekly Market Recap 10820181.pdf » Weekly Market Recap 10820181.pdf File Options Download Preview Goto Post	28 downloads	1.0	Gates Glassel	12-11-2018 21:31
Weekly Market Recap 10.15.2018 - Weekly Market Recap 10.15.2018.pdf » Weekly Market Recap 10.15.2018.pdf File Options Download Preview Goto Post	25 downloads	1.0	Gates Glassel	12-11-2018 21:31
Bond Market Review 10.8.2018 - Bond Market Review 10820181.pdf » Bond Market Review 10820181.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	12-11-2018 21:30
Bond Market Review 10.15.2018 - Bond Market Review 10.15.2018.pdf » Bond Market Review 10.15.2018.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	12-11-2018 21:30
Bond Market Review 10.22.2018 - Bond Market Review 102220181.pdf » Bond Market Review 102220181.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	12-11-2018 21:30
What To Do In A Market Correction - What To Do In A Market Correction.pdf » What To Do In A Market Correction.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	12-11-2018 21:29
What To Do In A Market Correction - What To Do In A Market Correction1.pdf » What To Do In A Market Correction1.pdf File Options Download Preview Goto Post	33 downloads	1.0	Gates Glassel	12-11-2018 21:29
AS Monthly October 2018 - AS Monthly October 2018.pdf » AS Monthly October 2018.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	12-11-2018 21:29
Market Talk 3rd Quarter 2018 - Market Talk 3rd Quarter 2018.pdf » Market Talk 3rd Quarter 2018.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	12-11-2018 21:28
Financial Planning - First Meeting Scratch Pad Template - Financial Planning - First Meeting Scratch Pad Template2.docx » Financial Planning - First Meeting Scratch Pad Template2.docx File Options Download Preview Goto Post	53 downloads	1.0	Gates Glassel	26-10-2018 19:06
Weekly Market Recap 10.22.2018 - Weekly Market Recap 10.22.2018.pdf » Weekly Market Recap 10.22.2018.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	26-10-2018 19:06
Weekly Market Update 10.22.2018 - Weekly Market Update 10.22.2018.pdf » Weekly Market Update 10.22.2018.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	26-10-2018 19:06
Bond Market Review 10.22.2018 - Bond Market Review 10.22.2018.pdf » Bond Market Review 10.22.2018.pdf File Options Download Preview Goto Post	26 downloads	1.0	Gates Glassel	26-10-2018 19:05
Financial Planning - Client Engagement Letter Template - Financial Planning - Client Engagement Letter Template.docx » Financial Planning - Client Engagement Letter Template.docx File Options Download Preview Goto Post	49 downloads	1.0	Gates Glassel	26-10-2018 19:05
3 Reasons to Diversify - 3 Reasons to Diversify.pdf » 3 Reasons to Diversify.pdf File Options Download Preview Goto Post	31 downloads	1.0	Gates Glassel	26-10-2018 19:04
Client Account Agreement - IAR - IAR Client Agreement (10.23.18) (with suitability).pdf » IAR Client Agreement (10.23.18) (with suitability).pdf File Options Download Preview Goto Post	85 downloads	1.0	Gates Glassel	24-10-2018 14:53
Co-Advisory Client Agreement - Co-Advisory Client Agreement (10.23.18).pdf » Co-Advisory Client Agreement (10.23.18).pdf File Options Download Preview Goto Post	49 downloads	1.0	Gates Glassel	24-10-2018 14:52
MMRP Moderate with RT as of 9.30.2018 - MMRP Moderate with RT as of 9.30.2018.pdf » MMRP Moderate with RT as of 9.30.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	22-10-2018 14:40
MMRP Growth with RT as of 9.30.2018 - MMRP Growth with RT as of 9.30.2018.pdf » MMRP Growth with RT as of 9.30.2018.pdf File Options Download Preview Goto Post	30 downloads	1.0	Gates Glassel	22-10-2018 14:39
MMRP Moderate as of 9.30.2018 - MMRP Moderate as of 9.30.2018.pdf » MMRP Moderate as of 9.30.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	22-10-2018 14:39
MMRP Moderate Fact Sheet as of 9.30.2018 - MMRP Moderate Fact Sheet as of 9.30.2018.pdf » MMRP Moderate Fact Sheet as of 9.30.2018.pdf File Options Download Preview Goto Post	66 downloads	1.0	Gates Glassel	22-10-2018 14:39
Inst'l ETF OnePager with RT as of 10.10.2018 - Inst'l ETF OnePager with RT as of 10.10.2018.pdf » Inst'l ETF OnePager with RT as of 10.10.2018.pdf File Options Download Preview Goto Post	110 downloads	1.0	Gates Glassel	22-10-2018 14:38
MMRP Growth as of 9.30.2018 - MMRP Growth as of 9.30.2018.pdf » MMRP Growth as of 9.30.2018.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	22-10-2018 14:38
MMRP Growth Fact Sheet as of 9.30.2018 - MMRP Growth Fact Sheet as of 9.30.2018.pdf » MMRP Growth Fact Sheet as of 9.30.2018.pdf File Options Download Preview Goto Post	37 downloads	1.0	Gates Glassel	22-10-2018 14:38
Inst'l Alpha Short OnePager as of 10.10.2018 - Inst'l Alpha Short OnePager as of 10.10.2018.pdf » Inst'l Alpha Short OnePager as of 10.10.2018.pdf File Options Download Preview Goto Post	58 downloads	1.0	Gates Glassel	22-10-2018 14:37
Inst'l Alpha Short OnePager with RT as of 10.10.2018 - Inst'l Alpha Short OnePager with RT as of 10.10.2018.pdf » Inst'l Alpha Short OnePager with RT as of 10.10.2018.pdf File Options Download Preview Goto Post	88 downloads	1.0	Gates Glassel	22-10-2018 14:37
Inst'l ETF OnePager as of 10.10.2018 - Inst'l ETF OnePager as of 10.10.2018.pdf » Inst'l ETF OnePager as of 10.10.2018.pdf File Options Download Preview Goto Post	55 downloads	1.0	Gates Glassel	22-10-2018 14:37
Inst'l Alpha Mercer TWIN OnePager with RT as of 10.10.2018 - Inst'l Alpha Mercer TWIN OnePager with RT as of 10.10.2018.pdf » Inst'l Alpha Mercer TWIN OnePager with RT as of 10.10.2018.pdf File Options Download Preview Goto Post	58 downloads	1.0	Gates Glassel	22-10-2018 14:36
Inst'l Alpha OnePager as of 10.10.2018 - Inst'l Alpha OnePager as of 10.10.2018.pdf » Inst'l Alpha OnePager as of 10.10.2018.pdf File Options Download Preview Goto Post	29 downloads	1.0	Gates Glassel	22-10-2018 14:36
Inst'l Alpha OnePager with RT as of 10.10.2018 - Inst'l Alpha OnePager with RT as of 10.10.2018.pdf » Inst'l Alpha OnePager with RT as of 10.10.2018.pdf File Options Download Preview Goto Post	72 downloads	1.0	Gates Glassel	22-10-2018 14:36
Diversified Income Model Update - October 2018 - Diversified Income Model Update - October 2018.pdf » Diversified Income Model Update - October 2018.pdf File Options Download Preview Goto Post	33 downloads	1.0	Gates Glassel	22-10-2018 14:35
Diversified Income OnePager as of 10.10.2018 - Diversified Income OnePager as of 10.10.2018.pdf » Diversified Income OnePager as of 10.10.2018.pdf File Options Download Preview Goto Post	55 downloads	1.0	Gates Glassel	22-10-2018 14:35
Diversified Income OnePager with RT as of 10.10.2018 - Diversified Income OnePager with RT as of 10.10.2018.pdf » Diversified Income OnePager with RT as of 10.10.2018.pdf File Options Download Preview Goto Post	76 downloads	1.0	Gates Glassel	22-10-2018 14:35
Inst'l Alpha Mercer TWIN OnePager as of 10.10.2018 - Inst'l Alpha Mercer TWIN OnePager as of 10.10.2018.pdf » Inst'l Alpha Mercer TWIN OnePager as of 10.10.2018.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	22-10-2018 14:35
Weekly Market Recap 10.15.18 - Weekly Market Recap 10.15.18.pdf » Weekly Market Recap 10.15.18.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	19-10-2018 19:20
Weekly Bond Market Review 10-15-18 - Weekly Bond Market Review 10-15-18.pdf » Weekly Bond Market Review 10-15-18.pdf File Options Download Preview Goto Post	20 downloads	1.0	Gates Glassel	17-10-2018 19:35
Weekly Market Update 10-15-18 - Weekly Market Update 10-15-18.pdf » Weekly Market Update 10-15-18.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	17-10-2018 19:35
Weekly Market Recap 10.8.2018 - Weekly Market Recap 10.8.2018.pdf » Weekly Market Recap 10.8.2018.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	17-10-2018 19:13
Weekly Market Update 10.8.2018 - Weekly Market Update 10.8.2018.pdf » Weekly Market Update 10.8.2018.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	17-10-2018 19:13
Bond Market Review 10.8.2018 - Bond Market Review 10.8.2018.pdf » Bond Market Review 10.8.2018.pdf File Options Download Preview Goto Post	15 downloads	1.0	Gates Glassel	17-10-2018 19:12
October 2018 - October 2018.pdf » October 2018.pdf File Options Download Preview Goto Post	23 downloads	1.0	Gates Glassel	17-10-2018 19:12
Weekly Market Recap 10.1.2018 - Weekly Market Recap 10.1.2018.pdf » Weekly Market Recap 10.1.2018.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	09-10-2018 16:30
Weekly Market Update 10.1.2018 - Weekly Market Update 10.1.2018.pdf » Weekly Market Update 10.1.2018.pdf File Options Download Preview Goto Post	20 downloads	1.0	Gates Glassel	09-10-2018 16:30
How To Avoid Bad Investment Advice - How To Avoid Bad Investment Advice.pdf » How To Avoid Bad Investment Advice.pdf File Options Download Preview Goto Post	30 downloads	1.0	Gates Glassel	09-10-2018 16:30
Bond Market Review 10.1.2018 - Bond Market Review 10.1.2018.pdf » Bond Market Review 10.1.2018.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	09-10-2018 16:29
Weekly Market Update 9.24.2018 - Weekly Market Update 9.24.2018.pdf » Weekly Market Update 9.24.2018.pdf File Options Download Preview Goto Post	20 downloads	1.0	Gates Glassel	25-09-2018 20:57
Bond Market Review 9.24.2018 - Bond Market Review 9.24.2018.pdf » Bond Market Review 9.24.2018.pdf File Options Download Preview Goto Post	17 downloads	1.0	Gates Glassel	25-09-2018 20:56
How to Pay for Long-Term Care - How to Pay for Long-Term Care.pdf » How to Pay for Long-Term Care.pdf File Options Download Preview Goto Post	29 downloads	1.0	Gates Glassel	25-09-2018 20:56
Weekly Market Recap 9.24.2018 - Weekly Market Recap 9.24.2018.pdf » Weekly Market Recap 9.24.2018.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	25-09-2018 20:56
Weekly Market Recap 9.17.2018 - Weekly Market Recap 9.17.2018.pdf » Weekly Market Recap 9.17.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	25-09-2018 16:52
Weekly Market Update 9.17.2018 - Weekly Market Update 9.17.2018.pdf » Weekly Market Update 9.17.2018.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	25-09-2018 16:52
Bond Market Review 9.17.2018 - Bond Market Review 9.17.2018.pdf » Bond Market Review 9.17.2018.pdf File Options Download Preview Goto Post	16 downloads	1.0	Gates Glassel	25-09-2018 16:51
Wealth Advantage 9.13.2018 - Wealth Advantage 9.13.2018.pdf » Wealth Advantage 9.13.2018.pdf File Options Download Preview Goto Post	20 downloads	1.0	Gates Glassel	25-09-2018 16:51
Weekly Market Update 9.4.2018 - Weekly Market Update 9.4.2018.pdf » Weekly Market Update 9.4.2018.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	18-09-2018 19:16
Weekly Market Update 9.10.2018 - Weekly Market Update 9.10.2018.pdf » Weekly Market Update 9.10.2018.pdf File Options Download Preview Goto Post	31 downloads	1.0	Gates Glassel	18-09-2018 19:16
Weekly Market Recap 9.4.2018 - Weekly Market Recap 9.4.2018.pdf » Weekly Market Recap 9.4.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	18-09-2018 19:15
Weekly Market Recap 9.10.2018 - Weekly Market Recap 9.10.2018.pdf » Weekly Market Recap 9.10.2018.pdf File Options Download Preview Goto Post	20 downloads	1.0	Gates Glassel	18-09-2018 19:15
AEWM Kirk Stewart Sept 2018 - AEWM Kirk Stewart Sept 2018.pdf » AEWM Kirk Stewart Sept 2018.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	18-09-2018 19:14
Bond Market Review 9.10.2018 - Bond Market Review 9.10.2018.pdf » Bond Market Review 9.10.2018.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	18-09-2018 19:14
September 2018 - September 2018.pdf » September 2018.pdf File Options Download Preview Goto Post	28 downloads	1.0	Gates Glassel	18-09-2018 19:14
AEWM David Vaughn Sept 2018 - AEWM David Vaughn Sept 2018.pdf » AEWM David Vaughn Sept 2018.pdf File Options Download Preview Goto Post	30 downloads	1.0	Gates Glassel	18-09-2018 19:13
AEWM John Imming Sept 2018 - AEWM John Imming Sept 2018.pdf » AEWM John Imming Sept 2018.pdf File Options Download Preview Goto Post	38 downloads	1.0	Gates Glassel	18-09-2018 19:13
AEWM Kevin Thornton Sept 2018 - AEWM Kevin Thornton Sept 2018.pdf » AEWM Kevin Thornton Sept 2018.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	18-09-2018 19:13
Midterm Elections - Midterm Elections.pdf » Midterm Elections.pdf File Options Download Preview Goto Post	34 downloads	1.0	Gates Glassel	18-09-2018 19:12
Client Account Agreement - IAR - Client Account Agreement - IAR.pdf » Client Account Agreement - IAR.pdf File Options Download Preview Goto Post	50 downloads	1.0	Gates Glassel	10-09-2018 18:56
Co-Advisory Client Agreement - Co-Advisory Client Agreement3.pdf » Co-Advisory Client Agreement3.pdf File Options Download Preview Goto Post	41 downloads	1.0	Gates Glassel	10-09-2018 18:56
Fidelity Remote Check Deposit - Advisor Process - Fidelity Remote Check Deposit - Advisor Process.pdf » Fidelity Remote Check Deposit - Advisor Process.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	04-09-2018 20:45
Weekly Market Recap 8.27.2018 - Weekly Market Recap 8.27.2018.pdf » Weekly Market Recap 8.27.2018.pdf File Options Download Preview Goto Post	25 downloads	1.0	Gates Glassel	29-08-2018 18:46
Weekly Market Update 8.27.2018 - Weekly Market Update 8.27.2018.pdf » Weekly Market Update 8.27.2018.pdf File Options Download Preview Goto Post	27 downloads	1.0	Gates Glassel	29-08-2018 18:46
Bond Market Review 8.27.2018 - Bond Market Review 8.27.2018.pdf » Bond Market Review 8.27.2018.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	29-08-2018 18:45
Lifetime Income- Options, Misperceptions and Realities - Lifetime Income- Options Misperceptions and Realities.pdf » Lifetime Income- Options Misperceptions and Realities.pdf File Options Download Preview Goto Post	32 downloads	1.0	Gates Glassel	29-08-2018 18:45
Bond Market Review 8.20.2018 - Bond Market Review 8.20.2018.pdf » Bond Market Review 8.20.2018.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	22-08-2018 18:59
Weekly Market Recap 8.20.2018 - Weekly Market Recap 8.20.2018.pdf » Weekly Market Recap 8.20.2018.pdf File Options Download Preview Goto Post	26 downloads	1.0	Gates Glassel	22-08-2018 18:59
Weekly Market Update 8.20.2018 - Weekly Market Update 8.20.2018.pdf » Weekly Market Update 8.20.2018.pdf File Options Download Preview Goto Post	23 downloads	1.0	Gates Glassel	22-08-2018 18:59
2Q18 Sterling Brochure - 2Q18 Sterling Brochure.pdf » 2Q18 Sterling Brochure.pdf File Options Download Preview Goto Post	203 downloads	1.0	Gates Glassel	22-08-2018 18:58
2Q18 Sterling Firm Overview - 2Q18 Sterling Firm Overview.pdf » 2Q18 Sterling Firm Overview.pdf File Options Download Preview Goto Post	132 downloads	1.0	Gates Glassel	22-08-2018 18:58
Diversified Income Q3 Snapshot - Diversified Income Q3 Snapshot.pdf » Diversified Income Q3 Snapshot.pdf File Options Download Preview Goto Post	111 downloads	1.0	Gates Glassel	15-08-2018 16:05
Weekly Market Recap 8.13.2018 - Weekly Market Recap 8.13.2018.pdf » Weekly Market Recap 8.13.2018.pdf File Options Download Preview Goto Post	20 downloads	1.0	Gates Glassel	14-08-2018 19:01
Weekly Market Update 8.13.2018 - Weekly Market Update 8.13.2018.pdf » Weekly Market Update 8.13.2018.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	14-08-2018 19:01
U.S. Trade Update - U.S. Trade Update.pdf » U.S. Trade Update.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	14-08-2018 19:00
U.S. Trade Update - US Trade Update1.pdf » US Trade Update1.pdf File Options Download Preview Goto Post	31 downloads	1.0	Gates Glassel	14-08-2018 19:00
August 2018 - August 2018.pdf » August 2018.pdf File Options Download Preview Goto Post	23 downloads	1.0	Gates Glassel	14-08-2018 18:59
Bond Market Review 8.13.2018 - Bond Market Review 8.13.2018.pdf » Bond Market Review 8.13.2018.pdf File Options Download Preview Goto Post	20 downloads	1.0	Gates Glassel	14-08-2018 18:59
Weekly Market Update 8.6.2018 - Weekly Market Update 8.6.2018.pdf » Weekly Market Update 8.6.2018.pdf File Options Download Preview Goto Post	20 downloads	1.0	Gates Glassel	08-08-2018 15:35
Bond Market Review 8.6.2018 - Bond Market Review 8.6.2018.pdf » Bond Market Review 8.6.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	08-08-2018 15:34
Weekly Market Recap 7.30.2018 - Weekly Market Recap 7.30.2018.pdf » Weekly Market Recap 7.30.2018.pdf File Options Download Preview Goto Post	29 downloads	1.0	Gates Glassel	08-08-2018 15:34
Weekly Market Recap 8.6.2018 - Weekly Market Recap 8.6.2018.pdf » Weekly Market Recap 8.6.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	08-08-2018 15:34
Weekly Market Update 7.30.2018 - Weekly Market Update 7.30.2018.pdf » Weekly Market Update 7.30.2018.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	08-08-2018 15:34
MMRP Moderate with RT as of 6.30.2018 - MMRP Moderate with RT as of 6.30.2018.pdf » MMRP Moderate with RT as of 6.30.2018.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	08-08-2018 15:33
The Wealth Advantage 8.2.2018 - The Wealth Advantage 8.2.2018.pdf » The Wealth Advantage 8.2.2018.pdf File Options Download Preview Goto Post	23 downloads	1.0	Gates Glassel	08-08-2018 15:33
MMRP Growth as of 6.30.2018 - MMRP Growth as of 6.30.2018.pdf » MMRP Growth as of 6.30.2018.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	08-08-2018 15:32
MMRP Growth with RT as of 6.30.2018 - MMRP Growth with RT as of 6.30.2018.pdf » MMRP Growth with RT as of 6.30.2018.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	08-08-2018 15:32
MMRP Moderate as of 6.30.2018 - MMRP Moderate as of 6.30.2018.pdf » MMRP Moderate as of 6.30.2018.pdf File Options Download Preview Goto Post	21 downloads	1.0	Gates Glassel	08-08-2018 15:32
Institutional Alpha Income & Growth as of 7.11.2018 - Institutional Alpha Income & Growth as of 71120183.pdf » Institutional Alpha Income & Growth as of 71120183.pdf File Options Download Preview Goto Post	60 downloads	1.0	Gates Glassel	31-07-2018 18:20
Weekly Market Update 07.30.18 - Weekly Market Update 07.30.18.pdf » Weekly Market Update 07.30.18.pdf File Options Download Preview Goto Post	27 downloads	1.0	Gates Glassel	31-07-2018 14:48
Institutional ETF Income as of 7.11.2018 - Institutional ETF Income as of 7.11.2018.pdf » Institutional ETF Income as of 7.11.2018.pdf File Options Download Preview Goto Post	39 downloads	1.0	Gates Glassel	25-07-2018 20:57
Institutional ETF Income Primary as of 7.11.2018 - Institutional ETF Income Primary as of 7.11.2018.pdf » Institutional ETF Income Primary as of 7.11.2018.pdf File Options Download Preview Goto Post	39 downloads	1.0	Gates Glassel	25-07-2018 20:57
Institutional ETF Fixed Income as of 7.11.2018 - Institutional ETF Fixed Income as of 7.11.2018.pdf » Institutional ETF Fixed Income as of 7.11.2018.pdf File Options Download Preview Goto Post	39 downloads	1.0	Gates Glassel	25-07-2018 20:56
Institutional ETF Growth as of 7.11.2018 - Institutional ETF Growth as of 7.11.2018.pdf » Institutional ETF Growth as of 7.11.2018.pdf File Options Download Preview Goto Post	81 downloads	1.0	Gates Glassel	25-07-2018 20:56
Institutional ETF Income & Growth as of 7.11.2018 - Institutional ETF Income & Growth as of 7.11.2018.pdf » Institutional ETF Income & Growth as of 7.11.2018.pdf File Options Download Preview Goto Post	54 downloads	1.0	Gates Glassel	25-07-2018 20:56
Inst'l ETF OnePager with RT as of 7.11.2018 - Inst'l ETF OnePager with RT as of 71120181.pdf » Inst'l ETF OnePager with RT as of 71120181.pdf File Options Download Preview Goto Post	31 downloads	1.0	Gates Glassel	25-07-2018 20:55
Institutional ETF Aggressive Growth as of 7.11.2018 - Institutional ETF Aggressive Growth as of 7.11.2018.pdf » Institutional ETF Aggressive Growth as of 7.11.2018.pdf File Options Download Preview Goto Post	68 downloads	1.0	Gates Glassel	25-07-2018 20:55
Institutional ETF Balanced as of 7.11.2018 - Institutional ETF Balanced as of 7.11.2018.pdf » Institutional ETF Balanced as of 7.11.2018.pdf File Options Download Preview Goto Post	67 downloads	1.0	Gates Glassel	25-07-2018 20:55
Inst'l ETF OnePager as of 7.11.2018 - Inst'l ETF OnePager as of 71120181.pdf » Inst'l ETF OnePager as of 71120181.pdf File Options Download Preview Goto Post	30 downloads	1.0	Gates Glassel	25-07-2018 20:54
Institutional Alpha Income as of 7.11.2018 - Institutional Alpha Income as of 71120181.pdf » Institutional Alpha Income as of 71120181.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	25-07-2018 20:50
Institutional Alpha Income Primary as of 7.11.2018 - Institutional Alpha Income Primary as of 71120181.pdf » Institutional Alpha Income Primary as of 71120181.pdf File Options Download Preview Goto Post	29 downloads	1.0	Gates Glassel	25-07-2018 20:50
AEWM Model Performance as of 6.30.2018 - AEWM Model Performance as of 63020181.pdf » AEWM Model Performance as of 63020181.pdf File Options Download Preview Goto Post	229 downloads	1.0	Gates Glassel	25-07-2018 20:50
Institutional Alpha Growth as of 7.11.2018 - Institutional Alpha Growth as of 71120181.pdf » Institutional Alpha Growth as of 71120181.pdf File Options Download Preview Goto Post	23 downloads	1.0	Gates Glassel	25-07-2018 20:49
Institutional Alpha Income & Growth as of 7.11.2018 - Institutional Alpha Income & Growth as of 71120182.pdf » Institutional Alpha Income & Growth as of 71120182.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	25-07-2018 20:49
Institutional Alpha Fixed Income as of 7.11.2018 - Institutional Alpha Fixed Income as of 71120181.pdf » Institutional Alpha Fixed Income as of 71120181.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	25-07-2018 20:48
Institutional Alpha Balanced as of 7.11.2018 - Institutional Alpha Balanced as of 71120181.pdf » Institutional Alpha Balanced as of 71120181.pdf File Options Download Preview Goto Post	23 downloads	1.0	Gates Glassel	25-07-2018 20:47
Inst'l Alpha Short OnePager with RT as of 7.11.2018 - Inst'l Alpha Short OnePager with RT as of 71120181.pdf » Inst'l Alpha Short OnePager with RT as of 71120181.pdf File Options Download Preview Goto Post	26 downloads	1.0	Gates Glassel	25-07-2018 20:46
Institutional Alpha Aggressive Growth as of 7.11.2018 - Institutional Alpha Aggressive Growth as of 71120181.pdf » Institutional Alpha Aggressive Growth as of 71120181.pdf File Options Download Preview Goto Post	27 downloads	1.0	Gates Glassel	25-07-2018 20:46
Inst'l Alpha OnePager as of 7.11.2018 - Inst'l Alpha OnePager as of 71120181.pdf » Inst'l Alpha OnePager as of 71120181.pdf File Options Download Preview Goto Post	29 downloads	1.0	Gates Glassel	25-07-2018 20:45
Inst'l Alpha OnePager with RT as of 7.11.2018 - Inst'l Alpha OnePager with RT as of 71120181.pdf » Inst'l Alpha OnePager with RT as of 71120181.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	25-07-2018 20:45
Inst'l Alpha Short OnePager as of 7.11.2018 - Inst'l Alpha Short OnePager as of 71120181.pdf » Inst'l Alpha Short OnePager as of 71120181.pdf File Options Download Preview Goto Post	27 downloads	1.0	Gates Glassel	25-07-2018 20:45
2nd Quarter Market Talk 2018 - 2nd Quarter Market Talk.pdf » 2nd Quarter Market Talk.pdf File Options Download Preview Goto Post	39 downloads	1.0	Gates Glassel	25-07-2018 20:07
Weekly Market Update 7.16.2018 - Weekly Market Update 7.16.2018.pdf » Weekly Market Update 7.16.2018.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	24-07-2018 18:40
Weekly Market Update 7.23.2018 - Weekly Market Update 7.23.2018.pdf » Weekly Market Update 7.23.2018.pdf File Options Download Preview Goto Post	23 downloads	1.0	Gates Glassel	24-07-2018 18:40
Weekly Market Recap 7.16.2018 - Weekly Market Recap 7.16.2018.pdf » Weekly Market Recap 7.16.2018.pdf File Options Download Preview Goto Post	24 downloads	1.0	Gates Glassel	24-07-2018 18:39
Weekly Market Recap 7.23.2018 - Weekly Market Recap 7.23.2018.pdf » Weekly Market Recap 7.23.2018.pdf File Options Download Preview Goto Post	35 downloads	1.0	Gates Glassel	24-07-2018 18:39
Bond Market Review 7.23.2018 - Bond Market Review 7.23.2018.pdf » Bond Market Review 7.23.2018.pdf File Options Download Preview Goto Post	22 downloads	1.0	Gates Glassel	24-07-2018 18:38
July 2018 - July 2018.pdf » July 2018.pdf File Options Download Preview Goto Post	32 downloads	1.0	Gates Glassel	24-07-2018 18:38
Quarterly Review Q2 2018 (Advisor Facing Only) - Quarterly Review Q2 2018 (Advisor Facing Only).pdf » Quarterly Review Q2 2018 (Advisor Facing Only).pdf File Options Download Preview Goto Post	51 downloads	1.0	Gates Glassel	24-07-2018 18:38
MMRP Moderate Fact Sheet as of 6.30.2018 - MMRP Moderate Fact Sheet as of 6.30.2018.pdf » MMRP Moderate Fact Sheet as of 6.30.2018.pdf File Options Download Preview Goto Post	38 downloads	1.0	Gates Glassel	24-07-2018 18:37
MMRP Quarterly Commentary Q2 2018 - MMRP Quarterly Commentary Q2 2018.pdf » MMRP Quarterly Commentary Q2 2018.pdf File Options Download Preview Goto Post	33 downloads	1.0	Gates Glassel	24-07-2018 18:37
Bond Market Review 7.16.2018 - Bond Market Review 7.16.2018.pdf » Bond Market Review 7.16.2018.pdf File Options Download Preview Goto Post	23 downloads	1.0	Gates Glassel	24-07-2018 18:37
Inst'l ETF OnePager with RT as of 7.11.2018 - Inst'l ETF OnePager with RT as of 7.11.2018.pdf » Inst'l ETF OnePager with RT as of 7.11.2018.pdf File Options Download Preview Goto Post	70 downloads	1.0	Gates Glassel	24-07-2018 18:36
MMRP Growth Fact Sheet as of 6.30.2018 - MMRP Growth Fact Sheet as of 6.30.2018.pdf » MMRP Growth Fact Sheet as of 6.30.2018.pdf File Options Download Preview Goto Post	50 downloads	1.0	Gates Glassel	24-07-2018 18:36
Institutional Alpha Income as of 7.11.2018 - Institutional Alpha Income as of 7.11.2018.pdf » Institutional Alpha Income as of 7.11.2018.pdf File Options Download Preview Goto Post	41 downloads	1.0	Gates Glassel	24-07-2018 18:35
Institutional Alpha Income Primary as of 7.11.2018 - Institutional Alpha Income Primary as of 7.11.2018.pdf » Institutional Alpha Income Primary as of 7.11.2018.pdf File Options Download Preview Goto Post	51 downloads	1.0	Gates Glassel	24-07-2018 18:35
Inst'l ETF OnePager as of 7.11.2018 - Inst'l ETF OnePager as of 7.11.2018.pdf » Inst'l ETF OnePager as of 7.11.2018.pdf File Options Download Preview Goto Post	58 downloads	1.0	Gates Glassel	24-07-2018 18:35
Institutional Alpha Growth as of 7.11.2018 - Institutional Alpha Growth as of 7.11.2018.pdf » Institutional Alpha Growth as of 7.11.2018.pdf File Options Download Preview Goto Post	95 downloads	1.0	Gates Glassel	24-07-2018 18:34
Institutional Alpha Income & Growth as of 7.11.2018 - Institutional Alpha Income & Growth as of 71120181.pdf » Institutional Alpha Income & Growth as of 71120181.pdf File Options Download Preview Goto Post	29 downloads	1.0	Gates Glassel	24-07-2018 18:34
Institutional Alpha Balanced as of 7.11.2018 - Institutional Alpha Balanced as of 7.11.2018.pdf » Institutional Alpha Balanced as of 7.11.2018.pdf File Options Download Preview Goto Post	103 downloads	1.0	Gates Glassel	24-07-2018 18:33
Institutional Alpha Fixed Income as of 7.11.2018 - Institutional Alpha Fixed Income as of 7.11.2018.pdf » Institutional Alpha Fixed Income as of 7.11.2018.pdf File Options Download Preview Goto Post	42 downloads	1.0	Gates Glassel	24-07-2018 18:33
Inst'l Alpha Short OnePager with RT as of 7.11.2018 - Inst'l Alpha Short OnePager with RT as of 7.11.2018.pdf » Inst'l Alpha Short OnePager with RT as of 7.11.2018.pdf File Options Download Preview Goto Post	63 downloads	1.0	Gates Glassel	24-07-2018 18:32
Institutional Alpha Aggressive Growth as of 7.11.2018 - Institutional Alpha Aggressive Growth as of 7.11.2018.pdf » Institutional Alpha Aggressive Growth as of 7.11.2018.pdf File Options Download Preview Goto Post	88 downloads	1.0	Gates Glassel	24-07-2018 18:32
Inst'l Alpha OnePager as of 7.11.2018 - Inst'l Alpha OnePager as of 7.11.2018.pdf » Inst'l Alpha OnePager as of 7.11.2018.pdf File Options Download Preview Goto Post	47 downloads	1.0	Gates Glassel	24-07-2018 18:31
Inst'l Alpha OnePager with RT as of 7.11.2018 - Inst'l Alpha OnePager with RT as of 7.11.2018.pdf » Inst'l Alpha OnePager with RT as of 7.11.2018.pdf File Options Download Preview Goto Post	59 downloads	1.0	Gates Glassel	24-07-2018 18:31
Inst'l Alpha Short OnePager as of 7.11.2018 - Inst'l Alpha Short OnePager as of 7.11.2018.pdf » Inst'l Alpha Short OnePager as of 7.11.2018.pdf File Options Download Preview Goto Post	72 downloads	1.0	Gates Glassel	24-07-2018 18:31
Diversified Income OnePager with RT as of 7.11.2018 - Diversified Income OnePager with RT as of 7.11.2018.pdf » Diversified Income OnePager with RT as of 7.11.2018.pdf File Options Download Preview Goto Post	57 downloads	1.0	Gates Glassel	24-07-2018 18:30
Diversified Income Snapshot as of 7.11.2018 - Diversified Income Snapshot as of 7.11.2018.pdf » Diversified Income Snapshot as of 7.11.2018.pdf File Options Download Preview Goto Post	88 downloads	1.0	Gates Glassel	24-07-2018 18:30
AEWM Model Performance as of 6.30.2018 - AEWM Model Performance as of 6.30.2018.pdf » AEWM Model Performance as of 6.30.2018.pdf File Options Download Preview Goto Post	31 downloads	1.0	Gates Glassel	24-07-2018 18:29
Diversified Income Model Update - July 2018 - Diversified Income Model Update - July 2018.pdf » Diversified Income Model Update - July 2018.pdf File Options Download Preview Goto Post	32 downloads	1.0	Gates Glassel	24-07-2018 18:29
Diversified Income OnePager as of 7.11.2018 - Diversified Income OnePager as of 7.11.2018.pdf » Diversified Income OnePager as of 7.11.2018.pdf File Options Download Preview Goto Post	84 downloads	1.0	Gates Glassel	24-07-2018 18:29
3 Reasons to Own Life Insurance - 3 Reasons to Own Life Insurance.pdf » 3 Reasons to Own Life Insurance.pdf File Options Download Preview Goto Post	39 downloads	1.0	Gates Glassel	24-07-2018 18:28
Dave Ramsey Simulations - Dave Ramsey Simulations.pdf » Dave Ramsey Simulations.pdf File Options Download Preview Goto Post	103 downloads	1.0	Gates Glassel	24-07-2018 18:28
The Wealth Advantage 7.5.2018 - The Wealth Advantage 7.5.2018.pdf » The Wealth Advantage 7.5.2018.pdf File Options Download Preview Goto Post	49 downloads	1.0	Gates Glassel	11-07-2018 19:34
Weekly Market Recap 7.9.2018 - Weekly Market Recap 7.9.2018.pdf » Weekly Market Recap 7.9.2018.pdf File Options Download Preview Goto Post	44 downloads	1.0	Gates Glassel	11-07-2018 19:34
Weekly Market Update 7.9.2018 - Weekly Market Update 7.9.2018.pdf » Weekly Market Update 7.9.2018.pdf File Options Download Preview Goto Post	32 downloads	1.0	Gates Glassel	11-07-2018 19:34
Fidelity Personal Withdrawal Service Nonretirement (1.771658.107) - Fidelity Personal Withdrawal Service Nonretirement (1.771658.107).pdf » Fidelity Personal Withdrawal Service Nonretirement (1.771658.107).pdf File Options Download Preview Goto Post	36 downloads	1.0	Gates Glassel	03-07-2018 15:21
Fidelity IRA Periodic Distribution Request (1.735280.114) - Fidelity IRA Periodic Distribution Request (1.735280.114).pdf » Fidelity IRA Periodic Distribution Request (1.735280.114).pdf File Options Download Preview Goto Post	45 downloads	1.0	Gates Glassel	03-07-2018 15:20
Fidelity One Time Check Request (1.9890536.100) - Fidelity One Time Check Request (1.9890536.100).pdf » Fidelity One Time Check Request (1.9890536.100).pdf File Options Download Preview Goto Post	38 downloads	1.0	Gates Glassel	03-07-2018 15:20
Fidelity One Time EFT or Bank Wire Request (1.9884987.100) - Fidelity One Time EFT or Bank Wire Request (1.9884987.100).pdf » Fidelity One Time EFT or Bank Wire Request (1.9884987.100).pdf File Options Download Preview Goto Post	31 downloads	1.0	Gates Glassel	03-07-2018 15:20
Weekly Market Recap 7.2.2018 - Weekly Market Recap 7.2.2018.pdf » Weekly Market Recap 7.2.2018.pdf File Options Download Preview Goto Post	32 downloads	1.0	Gates Glassel	03-07-2018 15:19
Weekly Market Update 7.2.2018 - Weekly Market Update 7.2.2018.pdf » Weekly Market Update 7.2.2018.pdf File Options Download Preview Goto Post	35 downloads	1.0	Gates Glassel	03-07-2018 15:19
Weekly Market Update 7.2.2018 - Weekly Market Update 7220181.pdf » Weekly Market Update 7220181.pdf File Options Download Preview Goto Post	25 downloads	1.0	Gates Glassel	03-07-2018 15:19
Fidelity IRA One Time Distribution Request (1.735279.120) - Fidelity IRA One Time Distribution Request (1.735279.120).pdf » Fidelity IRA One Time Distribution Request (1.735279.120).pdf File Options Download Preview Goto Post	43 downloads	1.0	Gates Glassel	03-07-2018 15:19
Bond Market Review 7.2.2018 - Bond Market Review 7.2.2018.pdf » Bond Market Review 7.2.2018.pdf File Options Download Preview Goto Post	32 downloads	1.0	Gates Glassel	03-07-2018 15:18
Things to Consider About Mutual Funds - Things to Consider About Mutual Funds.pdf » Things to Consider About Mutual Funds.pdf File Options Download Preview Goto Post	49 downloads	1.0	Gates Glassel	03-07-2018 15:18
Weekly Market Recap 6.25.2018 - Weekly Market Recap 6.25.2018.pdf » Weekly Market Recap 6.25.2018.pdf File Options Download Preview Goto Post	14 downloads	1.0	Gates Glassel	03-07-2018 14:57
Weekly Market Update 6.25.2018 - Weekly Market Update 6.25.2018.pdf » Weekly Market Update 6.25.2018.pdf File Options Download Preview Goto Post	30 downloads	1.0	Gates Glassel	03-07-2018 14:57
Inst'l Alpha Short Duration OnePager as of 6.5.2018 - Inst'l Alpha Short Duration OnePager as of 6.5.2018.pdf » Inst'l Alpha Short Duration OnePager as of 6.5.2018.pdf File Options Download Preview Goto Post	37 downloads	1.0	Gates Glassel	03-07-2018 14:56
Inst'l Alpha Short Duration OnePager with RT as of 6.5.2018 - Inst'l Alpha Short Duration OnePager with RT as of 6.5.2018.pdf » Inst'l Alpha Short Duration OnePager with RT as of 6.5.2018.pdf File Options Download Preview Goto Post	27 downloads	1.0	Gates Glassel	03-07-2018 14:56
Platform Pricing - Platform Pricing1.pdf » Platform Pricing1.pdf File Options Download Preview Goto Post	69 downloads	1.0	Gates Glassel	03-07-2018 14:56
Bond Market Review 6.25.2018 - Bond Market Review 6.25.2018.pdf » Bond Market Review 6.25.2018.pdf File Options Download Preview Goto Post	18 downloads	1.0	Gates Glassel	03-07-2018 14:55
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WR 6.14.2018 - WR 6.14.2018.pdf » WR 6.14.2018.pdf File Options Download Preview Goto Post	32 downloads	1.0	Gates Glassel	26-06-2018 18:39
Bond Market Review 6.18.2018 - Bond Market Review 6.18.2018.pdf » Bond Market Review 6.18.2018.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	26-06-2018 18:38
Weekly Market Recap 6.18.2018 - Weekly Market Recap 6.18.2018.pdf » Weekly Market Recap 6.18.2018.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	26-06-2018 18:38
Weekly Market Update 6.18.2018 - Weekly Market Update 6.18.2018.pdf » Weekly Market Update 6.18.2018.pdf File Options Download Preview Goto Post	19 downloads	1.0	Gates Glassel	26-06-2018 18:38
Weekly Market Recap 6.11.2018 - Weekly Market Recap 6.11.2018.pdf » Weekly Market Recap 6.11.2018.pdf File Options Download Preview Goto Post	36 downloads	1.0	Gates Glassel	19-06-2018 18:48
Weekly Market Update 6.11.2018 - Weekly Market Update 6.11.2018.pdf » Weekly Market Update 6.11.2018.pdf File Options Download Preview Goto Post	34 downloads	1.0	Gates Glassel	19-06-2018 18:48
The Value of Value Investing - The Value of Value Investing.pdf » The Value of Value Investing.pdf File Options Download Preview Goto Post	43 downloads	1.0	Gates Glassel	19-06-2018 18:47
Wealth Advantage 6.7.2018 - Wealth Advantage 6.7.2018.pdf » Wealth Advantage 6.7.2018.pdf File Options Download Preview Goto Post	30 downloads	1.0	Gates Glassel	19-06-2018 18:47
June 2018 - June 2018.pdf » June 2018.pdf File Options Download Preview Goto Post	47 downloads	1.0	Gates Glassel	19-06-2018 18:46
Strategies for a Rising Interest Rate Environment - June 2018 - Strategies for a Rising Interest Rate Environment - June 2018.pdf » Strategies for a Rising Interest Rate Environment - June 2018.pdf File Options Download Preview Goto Post	27 downloads	1.0	Gates Glassel	19-06-2018 18:46
The Fed Moves Again - June 2018 - The Fed Moves Again - June 2018.pdf » The Fed Moves Again - June 2018.pdf File Options Download Preview Goto Post	31 downloads	1.0	Gates Glassel	19-06-2018 18:46
The Fed Moves Again - June 2018 - The Fed Moves Again - June 20181.pdf » The Fed Moves Again - June 20181.pdf File Options Download Preview Goto Post	28 downloads	1.0	Gates Glassel	19-06-2018 18:46
AEWM Welcome Guide - AEWM Welcome Guide.pdf » AEWM Welcome Guide.pdf File Options Download Preview Goto Post	83 downloads	1.0	Gates Glassel	19-06-2018 18:45
Weekly Market Recap 6.4.2018 - Weekly Market Recap 6.4.2018.pdf » Weekly Market Recap 6.4.2018.pdf File Options Download Preview Goto Post	41 downloads	1.0	Gates Glassel	06-06-2018 21:24
Weekly Market Update 6.4.2018 - Weekly Market Update 6.4.2018.pdf » Weekly Market Update 6.4.2018.pdf File Options Download Preview Goto Post	39 downloads	1.0	Gates Glassel	06-06-2018 21:24
Bond Market Review 6.4.2018 - Bond Market Review 6.4.2018.pdf » Bond Market Review 6.4.2018.pdf File Options Download Preview Goto Post	45 downloads	1.0	Gates Glassel	06-06-2018 21:23
The Impact of Rising Oil Prices 5.31.2018 - The Impact of Rising Oil Prices 5.31.2018.pdf » The Impact of Rising Oil Prices 5.31.2018.pdf File Options Download Preview Goto Post	52 downloads	1.0	Gates Glassel	06-06-2018 21:23
Weekly Market Recap 5.29.2018 - Weekly Market Recap 5.29.2018.pdf » Weekly Market Recap 5.29.2018.pdf File Options Download Preview Goto Post	58 downloads	1.0	Gates Glassel	30-05-2018 19:04
Weekly Market Update 5.29.2018 - Weekly Market Update 5.29.2018.pdf » Weekly Market Update 5.29.2018.pdf File Options Download Preview Goto Post	42 downloads	1.0	Gates Glassel	30-05-2018 19:04
Diversified Income Snapshot as of 4.9.2018 - Diversified Income Snapshot as of 4.9.2018.pdf » Diversified Income Snapshot as of 4.9.2018.pdf File Options Download Preview Goto Post	77 downloads	1.0	Gates Glassel	30-05-2018 19:03
Financial Planning - First Meeting Scratch Pad Template - Financial Planning - First Meeting Scratch Pad Template1.docx » Financial Planning - First Meeting Scratch Pad Template1.docx File Options Download Preview Goto Post	272 downloads	1.0	Gates Glassel	23-05-2018 19:15
Ibbotson FIA Whitepaper - Ibbotson FIA Whitepaper.pdf » Ibbotson FIA Whitepaper.pdf File Options Download Preview Goto Post	178 downloads	1.0	Gates Glassel	23-05-2018 19:15
Financial Planning - Client Engagement Letter Template - Financial Planning - Client Engagement Letter Template1.DOCX » Financial Planning - Client Engagement Letter Template1.DOCX File Options Download Preview Goto Post	225 downloads	1.0	Gates Glassel	23-05-2018 19:14
Weekly Market Recap 5.21.2018 - Weekly Market Recap 5.21.2018.pdf » Weekly Market Recap 5.21.2018.pdf File Options Download Preview Goto Post	49 downloads	1.0	Gates Glassel	23-05-2018 19:12
Weekly Market Update 5.21.2018 - Weekly Market Update 5.21.2018.pdf » Weekly Market Update 5.21.2018.pdf File Options Download Preview Goto Post	43 downloads	1.0	Gates Glassel	23-05-2018 19:12
Bond Market Review 5.21.2018 - Bond Market Review 5.21.2018.pdf » Bond Market Review 5.21.2018.pdf File Options Download Preview Goto Post	41 downloads	1.0	Gates Glassel	23-05-2018 19:11
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