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Name Downloads Version Owner Last Modified Rating
Advisor Materials
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Weekly-Market-Recap-Sterling-10-19-20 - Weekly-Market-Recap-Sterling-10-19-20.pdf
1 downloads 1.0 Gates Glassel 21-10-2020 19:26
Weekly-Market-Update-10-19-20 - Weekly-Market-Update-10-19-20.pdf
1 downloads 1.0 Gates Glassel 21-10-2020 19:26
Bond-Market-Review-10-19-20-2 - Bond-Market-Review-10-19-20-2.pdf
1 downloads 1.0 Gates Glassel 21-10-2020 19:26
Weekly-Market-Update-10-12-20 - Weekly-Market-Update-10-12-20.pdf
4 downloads 1.0 Gates Glassel 14-10-2020 21:39
Weekly_Commentary_Oct._12 - Weekly_Commentary_Oct._12.pdf
3 downloads 1.0 Gates Glassel 14-10-2020 21:39
Bond-Market-Review-10-12-20 - Bond-Market-Review-10-12-20.pdf
4 downloads 1.0 Gates Glassel 14-10-2020 21:39
Weekly-Market-Recap-Sterling-10-12-20 - Weekly-Market-Recap-Sterling-10-12-20.pdf
5 downloads 1.0 Gates Glassel 14-10-2020 21:39
Inst'l ETF Tax-Efficient Model 1 pager as of 9.30.20 - Inst'l ETF Tax Efficient One Pager.pdf
2 downloads 1.0 Gates Glassel 14-10-2020 15:13
Inst'l ETF Model 1 pager as of 9.30.20 - Inst'l ETF One Pager.pdf
3 downloads 1.0 Gates Glassel 14-10-2020 15:11
Inst'l Alpha Tax-Efficient Model 1 pager as of 9.30.20 - Inst'l Alpha Tax Efficient One Pager.pdf
2 downloads 1.0 Gates Glassel 14-10-2020 15:10
Inst'l Alpha Short Duration Model 1 pager - 9.30.20 - Inst'l Alpha Short Duration One Pager.pdf
2 downloads 1.0 Gates Glassel 14-10-2020 15:08
Inst'l Alpha One Pager as of 9.30.20 - Inst'l Alpha One Pager.pdf
5 downloads 1.0 Gates Glassel 14-10-2020 15:06
Strategic Index One Pager - Strategic Index One Pager.pdf
4 downloads 1.0 Gates Glassel 14-10-2020 14:53
Tactical Edge One Pager - Tactical Edge One Pager.pdf
6 downloads 1.0 Gates Glassel 14-10-2020 14:53
Pure Edge International One Pager - Pure Edge International One Pager.pdf
5 downloads 1.0 Gates Glassel 14-10-2020 14:53
REIT Edge One Pager - REIT Edge One Pager.pdf
5 downloads 1.0 Gates Glassel 14-10-2020 14:53
Diversifying Edge One Pager - Diversifying Edge One Pager.pdf
2 downloads 1.0 Gates Glassel 14-10-2020 14:53
Pure Edge Domestic One Pager - Pure Edge Domestic One Pager.pdf
6 downloads 1.0 Gates Glassel 14-10-2020 14:53
Diversified Income One Pager - Diversified Income One Pager.pdf
5 downloads 1.0 Gates Glassel 14-10-2020 14:53
Wealth Leader Returns 9.30.2020 - Wealth Leader Returns 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 18:13
REIT Edge Returns 9.30.2020 - REIT Edge Returns 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 18:13
Strategic Index Returns 9.30.2020 - Strategic Index Returns 9.30.2020.pdf
7 downloads 1.0 Gates Glassel 07-10-2020 18:13
Tactical Edge Returns 9.30.2020 - Tactical Edge Returns 9.30.2020.pdf
6 downloads 1.0 Gates Glassel 07-10-2020 18:13
Institutional Alpha & ETF Returns 9.30.2020 - Institutional Alpha & ETF Returns 9.30.2020.pdf
26 downloads 1.0 Gates Glassel 07-10-2020 18:13
Institutional Alpha & ETF Tax-Efficient Returns 9.30.2020 - Institutional Alpha & ETF Tax-Efficient Returns 9.30.2020.pdf
5 downloads 1.0 Gates Glassel 07-10-2020 18:13
Institutional Alpha Short Duration Returns 9.30.2020 - Institutional Alpha Short Duration Returns 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 18:13
Pure Edge Returns 9.30.2020 - Pure Edge Returns 9.30.2020.pdf
7 downloads 1.0 Gates Glassel 07-10-2020 18:13
AEWM Large Cap Index Returns 9.30.2020 - AEWM Large Cap Index Returns 9.30.2020.pdf
5 downloads 1.0 Gates Glassel 07-10-2020 18:13
AEWM US Unique Possibility Equity Returns 9.30.2020 - AEWM US Unique Possibility Equity Returns 9.30.2020.pdf
13 downloads 1.0 Gates Glassel 07-10-2020 18:13
MMRP Growth as of 9.30.20 - MMRP_Growth_2020Q3.pdf
13 downloads 1.0 Gates Glassel 07-10-2020 18:08
MMRP Moderate as of 9.30.20 - MMRP_Moderate_2020Q3.pdf
9 downloads 1.0 Gates Glassel 07-10-2020 18:07
Tactical Edge Growth 9.30.2020 - Tactical Edge Growth 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:49
Tactical Edge Moderate 9.30.2020 - Tactical Edge Moderate 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:49
Strategic Index US Equity Large Cap 9.30.2020 - Strategic Index US Equity Large Cap 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:49
Tactical Edge Balanced 9.30.2020 - Tactical Edge Balanced 9.30.2020.pdf
5 downloads 1.0 Gates Glassel 07-10-2020 16:49
Tactical Edge Conservative 9.30.2020 - Tactical Edge Conservative 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:49
Strategic Index Conservative 9.30.2020 - Strategic Index Conservative 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 16:49
Strategic Index Dividend 9.30.2020 - Strategic Index Dividend 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:49
Strategic Index Moderate 9.30.2020 - Strategic Index Moderate 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 16:49
Strategic Index US Equity All Cap 9.30.2020 - Strategic Index US Equity All Cap 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:49
Pure Edge International Income 9.30.2020 - Pure Edge International Income 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:49
REIT Edge 9.30.2020 - REIT Edge 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:49
Strategic Index Agressive 9.30.2020 - Strategic Index Agressive 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:49
Pure Edge International Aggressive 9.30.2020 - Pure Edge International Aggressive 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:49
Pure Edge International Balanced 9.30.2020 - Pure Edge International Balanced 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:49
Pure Edge International Growth 9.30.2020 - Pure Edge International Growth 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:49
Pure Edge International Income & Growth 9.30.2020 - Pure Edge International Income & Growth 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 16:49
Pure Edge Domestic Balanced 9.30.2020 - Pure Edge Domestic Balanced 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:49
Pure Edge Domestic Growth 9.30.2020 - Pure Edge Domestic Growth 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:49
Pure Edge Domestic Income & Growth 9.30.2020 - Pure Edge Domestic Income & Growth 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:49
Pure Edge Domestic Income 9.30.2020 - Pure Edge Domestic Income 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:49
Instl ETF Tax-Eff Income & Growth 9.30.2020 - Instl ETF Tax-Eff Income & Growth 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Tax-Eff Income 9.30.2020 - Instl ETF Tax-Eff Income 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Tax-Eff Income Primary 9.30.2020 - Instl ETF Tax-Eff Income Primary 9.30.2020.pdf
1 downloads 1.0 Gates Glassel 07-10-2020 16:48
Pure Edge Domestic Aggressive 9.30.2020 - Pure Edge Domestic Aggressive 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Income Primary 9.30.2020 - Instl ETF Income Primary 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Tax-Eff Balanced 9.30.2020 - Instl ETF Tax-Eff Balanced 9.30.2020.pdf
5 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Tax-Eff Growth 9.30.2020 - Instl ETF Tax-Eff Growth 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Fixed Income 9.30.2020 - Instl ETF Fixed Income 9.30.2020.pdf
5 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Growth 9.30.2020 - Instl ETF Growth 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Income & Growth 9.30.2020 - Instl ETF Income & Growth 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Income 9.30.2020 - Instl ETF Income 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Tax-Eff Income Primary 9.30.2020 - Instl Alpha Tax-Eff Income Primary 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Aggressive Growth 9.30.2020 - Instl ETF Aggressive Growth 9.30.2020.pdf
5 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl ETF Balanced 9.30.2020 - Instl ETF Balanced 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Tax-Eff Growth 9.30.2020 - Instl Alpha Tax-Eff Growth 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Tax-Eff Income & Growth 9.30.2020 - Instl Alpha Tax-Eff Income & Growth 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Tax-Eff Income 9.30.2020 - Instl Alpha Tax-Eff Income 9.30.2020.pdf
5 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Short Duration Income 9.30.2020 - Instl Alpha Short Duration Income 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Short Duration Income Primary 9.30.2020 - Instl Alpha Short Duration Income Primary 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Tax-Eff Balanced 9.30.2020 - Instl Alpha Tax-Eff Balanced 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Tax-Eff Fixed Income 9.30.2020 - Instl Alpha Tax-Eff Fixed Income 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Short Duration Balanced 9.30.2020 - Instl Alpha Short Duration Balanced 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Short Duration Fixed Income 9.30.2020 - Instl Alpha Short Duration Fixed Income 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Short Duration Growth 9.30.2020 - Instl Alpha Short Duration Growth 9.30.2020.pdf
1 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Short Duration Income & Growth 9.30.2020 - Instl Alpha Short Duration Income & Growth 9.30.2020.pdf
1 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Growth 9.30.2020 - Instl Alpha Growth 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Income & Growth 9.30.2020 - Instl Alpha Income & Growth 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Income 9.30.2020 - Instl Alpha Income 9.30.2020.pdf
4 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Income Primary 9.30.2020 - Instl Alpha Income Primary 9.30.2020.pdf
3 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Aggressive Growth 9.30.2020 - Instl Alpha Aggressive Growth 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Balanced 9.30.2020 - Instl Alpha Balanced 9.30.2020.pdf
6 downloads 1.0 Gates Glassel 07-10-2020 16:48
Instl Alpha Fixed Income 9.30.2020 - Instl Alpha Fixed Income 9.30.2020.pdf
8 downloads 1.0 Gates Glassel 07-10-2020 16:48
AEWM Large Cap Index 9.30.2020 - AEWM Large Cap Index 9.30.2020.pdf
2 downloads 1.0 Gates Glassel 07-10-2020 16:48
AEWM US Unique Possibility Equity 9.30.2020 - AEWM US Unique Possibility Equity 9.30.2020.pdf
8 downloads 1.0 Gates Glassel 07-10-2020 16:48
Diversified Income 9.30.2020 - Diversified Income 9.30.2020.pdf
7 downloads 1.0 Gates Glassel 07-10-2020 16:48
3Q20 Consumer Facing State of the Market Presentation - Consumer Facing 3q20 State of the Market PPT_1052.pptx
65 downloads 1.0 Gates Glassel 06-10-2020 20:17
Market_Commentary_09.28.20 - Consumer Facing 3q20 State of the Market PPT_1051.pptx
2 downloads 1.1 Gates Glassel 06-10-2020 20:05
Q3 2020 State of the Market Consumer Slides - Consumer Facing 3q20 State of the Market PPT_10.5.pptx
9 downloads 1.0 Gates Glassel 06-10-2020 19:05
Weekly-Market-Recap-Sterling-9-28-20 - Weekly-Market-Recap-Sterling-9-28-20.pdf
4 downloads 1.0 Gates Glassel 30-09-2020 16:40
Weekly-Market-Update-9-28-20 - Weekly-Market-Update-9-28-20.pdf
3 downloads 1.0 Gates Glassel 30-09-2020 16:40
Bond-Market-Review-9-28-20 - Bond-Market-Review-9-28-20.pdf
3 downloads 1.0 Gates Glassel 30-09-2020 16:40
WealthFusion TDA Guide SubAdvisors - WealthFusion TDA Guide_SubAdvisors.pdf
3 downloads 1.0 David Franzke 29-09-2020 19:53
WealthFusion TDA Guide_IARs & CoAdvisors - WealthFusion TDA Guide_IARs & CoAdvisors.pdf
5 downloads 1.0 David Franzke 29-09-2020 19:52
Interval Funds Suitability One Pager 9.3.20 - Interval Funds Suitability One Pager 9.3.20.pdf
10 downloads 1.0 Gates Glassel 23-09-2020 21:35
AEWM_Greater Horizons_One_Pager - AEWM_Greater Horizons_One_Pager.pdf
6 downloads 1.0 Gates Glassel 23-09-2020 21:35
AEWM_INTERVAL FUND_One_Pager_KN - AEWM_INTERVAL FUND_One_Pager_KN.pdf
9 downloads 1.0 Gates Glassel 23-09-2020 21:35
AEWM_Interval_Advisor_Facing_Brochure - AEWM_Interval_Advisor_Facing_Brochure.pdf
7 downloads 1.0 Gates Glassel 23-09-2020 21:35
AEWM_Interval_CONSUMER_Facing_Brochure - AEWM_Interval_CONSUMER_Facing_Brochure.pdf
7 downloads 1.0 Gates Glassel 23-09-2020 21:35
AEWM_Greater Horizon_Advisor_Facing_Brochure - AEWM_Greater Horizon_Advisor_Facing_Brochure.pdf
7 downloads 1.0 Gates Glassel 23-09-2020 21:35
AEWM_Greater Horizon_Consumer_Facing_Brochure - AEWM_Greater Horizon_Consumer_Facing_Brochure.pdf
7 downloads 1.0 Gates Glassel 23-09-2020 21:35
Conway Suitability one pager - 9.22.20 - Conway Suitability one pager - 9.22.20.pdf
9 downloads 1.0 Gates Glassel 23-09-2020 21:29
AEWM_CONWAY_Consumer_Facing_Brochure - AEWM_CONWAY_Consumer_Facing_Brochure.pdf
12 downloads 1.0 Gates Glassel 23-09-2020 21:28
AEWM_CONWAY_Advisor_Facing_Brochure - AEWM_CONWAY_Advisor_Facing_Brochure.pdf
10 downloads 1.0 Gates Glassel 23-09-2020 21:26
AEWM_Belpointe_Advisor_Facing_Brochure - AEWM_Belpointe_Advisor_Facing_Brochure.pdf
5 downloads 1.0 Gates Glassel 23-09-2020 21:23
AEWM_Belpointe_Consumer_Facing_Brochure - AEWM_Belpointe_Consumer_Facing_Brochure.pdf
4 downloads 1.0 Gates Glassel 23-09-2020 21:23
AEWM_Belpointe_One_Pager - AEWM_Belpointe_One_Pager.pdf
6 downloads 1.0 Gates Glassel 23-09-2020 21:23
Belpointe Suitability One Pager 9.14.20 - Belpointe Suitability One Pager 9.14.20.pdf
8 downloads 1.0 Gates Glassel 23-09-2020 21:23
Weekly-Market-Update-9-21-20 - Weekly-Market-Update-9-21-20.pdf
6 downloads 1.0 Gates Glassel 23-09-2020 20:54
Bond-Market-Review-9-21-20 - Bond-Market-Review-9-21-20.pdf
5 downloads 1.0 Gates Glassel 23-09-2020 20:54
Market_Commentary_09.21.20 - Market_Commentary_09.21.20.pdf
7 downloads 1.0 Gates Glassel 23-09-2020 20:54
Weekly-Market-Recap-Sterling-9-21-20 - Weekly-Market-Recap-Sterling-9-21-20.pdf
10 downloads 1.0 Gates Glassel 23-09-2020 20:54
2020_Handbook_2020_Final - 2020_Handbook_2020_Final.pdf
9 downloads 1.0 Gates Glassel 23-09-2020 20:54
Wealth Leader Model Performance 6.30.20 - Wealth Leader Model Performance 6.30.20 (1).pdf
10 downloads 1.2 Gates Glassel 20-09-2020 14:21
Weekly-Market-Update-9-14-20 - Weekly-Market-Update-9-14-20.pdf
9 downloads 1.0 Gates Glassel 16-09-2020 20:42
Sept._14_Weekly_Commentary - Sept._14_Weekly_Commentary.pdf
10 downloads 1.0 Gates Glassel 16-09-2020 19:53
Weekly-Market-Recap-Sterling-9-14-20 - Weekly-Market-Recap-Sterling-9-14-20.pdf
10 downloads 1.0 Gates Glassel 16-09-2020 19:53
Weekly_Market_Update_8-31-20 - Weekly_Market_Update_8-31-20.pdf
7 downloads 1.0 Gates Glassel 16-09-2020 19:53
Bond-Market-Review-9-14-20 - Bond-Market-Review-9-14-20.pdf
10 downloads 1.0 Gates Glassel 16-09-2020 19:53
Weekly_Commentary_Sept._8 - Weekly_Commentary_Sept._8.pdf
7 downloads 1.0 Gates Glassel 09-09-2020 20:59
Weekly-Market-Recap-Sterling-9-8-20 - Weekly-Market-Recap-Sterling-9-8-20.pdf
3 downloads 1.0 Gates Glassel 09-09-2020 20:59
Weekly-Market-Update-9-8-20 - Weekly-Market-Update-9-8-20.pdf
5 downloads 1.0 Gates Glassel 09-09-2020 20:59
Market_Commentary_08.31.20 - Market_Commentary_08.31.20.pdf
4 downloads 1.0 Gates Glassel 02-09-2020 19:14
Weekly-Market-Recap-Sterling-8-31-20 - Weekly-Market-Recap-Sterling-8-31-20.pdf
5 downloads 1.0 Gates Glassel 02-09-2020 19:14
Weekly-Market-Update-8-31-20 - Weekly-Market-Update-8-31-20.pdf
5 downloads 1.0 Gates Glassel 02-09-2020 19:14
Bond-Market-Review-8-31-20 - Bond-Market-Review-8-31-20.pdf
6 downloads 1.0 Gates Glassel 02-09-2020 19:14
Client_Account_Agreement_-_IAR - Client_Account_Agreement_-_IAR.pdf
8 downloads 1.0 Gates Glassel 02-09-2020 19:14
Co-Advisory_Client_Agreement - Co-Advisory_Client_Agreement1.pdf
8 downloads 1.0 Gates Glassel 02-09-2020 19:14
Weekly_Commentary_Aug_24 - Weekly_Commentary_Aug_24.pdf
10 downloads 1.0 Gates Glassel 26-08-2020 20:46
AEWM_Written_Supervisory_Procedures_06.2020 - AEWM_Written_Supervisory_Procedures_06.2020.pdf
3 downloads 1.0 Gates Glassel 26-08-2020 20:46
Bond-Market-Review-8-24-20 - Bond-Market-Review-8-24-20.pdf
4 downloads 1.0 Gates Glassel 26-08-2020 20:46
Weekly-Market-Recap-Sterling-8-24-20 - Weekly-Market-Recap-Sterling-8-24-20.pdf
5 downloads 1.0 Gates Glassel 26-08-2020 20:46
Weekly-Market-Update-8-24-20 - Weekly-Market-Update-8-24-20.pdf
5 downloads 1.0 Gates Glassel 26-08-2020 20:46
AEWM-Wealth-Report_Feeling_Financial_Stress_BT - AEWM-Wealth-Report_Feeling_Financial_Stress_BT.pdf
4 downloads 1.0 Gates Glassel 26-08-2020 20:46
AEWM_Code_of_Ethics_06.2020 - AEWM_Code_of_Ethics_06.2020.pdf
4 downloads 1.0 Gates Glassel 26-08-2020 20:46
AEWM_Remote_Office_Handbook_06.2020 - AEWM_Remote_Office_Handbook_06.2020.pdf
5 downloads 1.0 Gates Glassel 26-08-2020 20:46
Bond-Market-Review-8-17-20 - Bond-Market-Review-8-17-20.pdf
6 downloads 1.0 Gates Glassel 19-08-2020 21:11
Weekly-Market-Recap-Sterling-8-17-20 - Weekly-Market-Recap-Sterling-8-17-20.pdf
7 downloads 1.0 Gates Glassel 19-08-2020 21:11
Weekly-Market-Update-8-17-20 - Weekly-Market-Update-8-17-20.pdf
5 downloads 1.0 Gates Glassel 19-08-2020 21:11
Weekly_Commentary_Aug_17 - Weekly_Commentary_Aug_17.pdf
4 downloads 1.0 Gates Glassel 19-08-2020 21:11
08.12_Operations_Link_Layout - 08.12_Operations_Link_Layout.docx
5 downloads 1.0 Gates Glassel 12-08-2020 18:35
Bond-Market-Review-8-10-20 - Bond-Market-Review-8-10-20.pdf
4 downloads 1.0 Gates Glassel 12-08-2020 18:35
Weekly-Market-Recap-Sterling-8-10-20 - Weekly-Market-Recap-Sterling-8-10-20.pdf
6 downloads 1.0 Gates Glassel 12-08-2020 18:35
Weekly-Market-Update-8-10-20 - Weekly-Market-Update-8-10-20.pdf
9 downloads 1.0 Gates Glassel 12-08-2020 18:35
Weekly_Commentary_August_10 - Weekly_Commentary_August_10.pdf
5 downloads 1.0 Gates Glassel 12-08-2020 18:35
Weekly-Market-Update-8-3-20 - Weekly-Market-Update-8-3-20.pdf
8 downloads 1.0 Gates Glassel 05-08-2020 21:41
Institutional_ETF_One_Pager_7.22.20 - Institutional_ETF_One_Pager_7.22.20.pdf
31 downloads 1.0 Gates Glassel 05-08-2020 21:41
Institutional_ETF_Tax-Efficient_One_Pager_7.24.20 - Institutional_ETF_Tax-Efficient_One_Pager_7.24.20.pdf
11 downloads 1.0 Gates Glassel 05-08-2020 21:41
Tactical_Edge_One_Pager_7.23.20 - Tactical_Edge_One_Pager_7.23.20.pdf
17 downloads 1.0 Gates Glassel 05-08-2020 21:41
Weekly-Market-Recap-Sterling-8-3-20 - Weekly-Market-Recap-Sterling-8-3-20.pdf
9 downloads 1.0 Gates Glassel 05-08-2020 21:41
Diversified_Income_One_Pager_7.22.20 - Diversified_Income_One_Pager_7.22.20.pdf
22 downloads 1.0 Gates Glassel 05-08-2020 21:41
Institutional_Alpha_One_Pager_7.22.20 - Institutional_Alpha_One_Pager_7.22.20.pdf
39 downloads 1.0 Gates Glassel 05-08-2020 21:41
Institutional_Alpha_Short_Duration_One_Pager_7.24.20 - Institutional_Alpha_Short_Duration_One_Pager_7.24.20.pdf
9 downloads 1.0 Gates Glassel 05-08-2020 21:41
Institutional_Alpha_Tax-Efficient_One_Pager_7.24.20 - Institutional_Alpha_Tax-Efficient_One_Pager_7.24.20.pdf
18 downloads 1.0 Gates Glassel 05-08-2020 21:41
AEWM-Wealth-Report_Income_Ideas_for_Retiring_Early_KN - AEWM-Wealth-Report_Income_Ideas_for_Retiring_Early_KN.pdf
4 downloads 1.0 Gates Glassel 05-08-2020 21:41
Aug_3_Weekly_Commentary - Aug_3_Weekly_Commentary.pdf
8 downloads 1.0 Gates Glassel 05-08-2020 21:41
Bond-Market-Review-8-3-20 - Bond-Market-Review-8-3-20.pdf
5 downloads 1.0 Gates Glassel 05-08-2020 21:41
Weekly_Commentary_July_27 - Weekly_Commentary_July_27.pdf
6 downloads 1.0 Gates Glassel 29-07-2020 18:58
Bond-Market-Review-7-27-20 - Bond-Market-Review-7-27-20.pdf
16 downloads 1.0 Gates Glassel 29-07-2020 18:58
Weekly-Market-Recap-Sterling-7-27-20 - Weekly-Market-Recap-Sterling-7-27-20.pdf
9 downloads 1.0 Gates Glassel 29-07-2020 18:58
Weekly-Market-Update-7-27-20 - Weekly-Market-Update-7-27-20.pdf
7 downloads 1.0 Gates Glassel 29-07-2020 18:58
Pure Edge Domestic One Pager 7.20.20 - Pure Edge Domestic One Pager 720201.pdf
18 downloads 1.0 Gates Glassel 22-07-2020 21:19
Pure Edge International One Pager 7.20.20 - Pure Edge International One Pager 7.20.20.pdf
19 downloads 1.0 Gates Glassel 22-07-2020 21:19
Strategic Index One Pager 7.20.20 - Strategic Index One Pager 7.20.20.pdf
27 downloads 1.0 Gates Glassel 22-07-2020 21:17
REIT Edge One Pager 7.20.20 - REIT Edge One Pager 7.20.20.pdf
8 downloads 1.0 Gates Glassel 22-07-2020 21:15
Weekly-Market-Recap-Sterling-7-20-20 - Weekly-Market-Recap-Sterling-7-20-20.pdf
7 downloads 1.0 Gates Glassel 22-07-2020 21:06
Weekly-Market-Update-7-20-20 - Weekly-Market-Update-7-20-20.pdf
8 downloads 1.0 Gates Glassel 22-07-2020 21:06
Bond-Market-Review-7-20-20 - Bond-Market-Review-7-20-20.pdf
7 downloads 1.0 Gates Glassel 22-07-2020 21:06
July_20_Weekly_Commentary - July_20_Weekly_Commentary.pdf
5 downloads 1.0 Gates Glassel 22-07-2020 21:06
Pure Edge Domestic Model 1 pager as of 7.1.2020 - Pure Edge Domestic One Pager 7.20.20.pdf
5 downloads 1.0 Gates Glassel 22-07-2020 16:06
Diversifying Edge One Pager as of 7.1.2020 - Diversifying Edge One Pager 7.20.20.pdf
7 downloads 1.0 Gates Glassel 22-07-2020 16:04
Instl Alpha Income Primary Tax-Eff 6.30.2020 - Instl Alpha Income Primary Tax-Eff 6.30.2020.pdf
10 downloads 1.0 Gates Glassel 15-07-2020 21:20
Instl Alpha Income Tax-Eff 6.30.2020 - Instl Alpha Income Tax-Eff 6.30.2020.pdf
8 downloads 1.0 Gates Glassel 15-07-2020 21:20
Instl Alpha Balanced Tax-Eff 6.30.2020 - Instl Alpha Balanced Tax-Eff 6.30.2020.pdf
8 downloads 1.0 Gates Glassel 15-07-2020 21:20
Instl Alpha Fixed Income Tax-Eff 6.30.2020 - Instl Alpha Fixed Income Tax-Eff 6.30.2020.pdf
4 downloads 1.0 Gates Glassel 15-07-2020 21:20
Instl Alpha Growth Tax-Eff 6.30.2020 - Instl Alpha Growth Tax-Eff 6.30.2020.pdf
12 downloads 1.0 Gates Glassel 15-07-2020 21:20
Instl Alpha Income & Growth Tax-Eff 6.30.2020 - Instl Alpha Income & Growth Tax-Eff 6.30.2020.pdf
8 downloads 1.0 Gates Glassel 15-07-2020 21:20
Instl Alpha Short Duration Income Primary 6.30.20 - Instl Alpha Short Duration Income Primary 6.30.20.pdf
6 downloads 1.0 Gates Glassel 15-07-2020 21:12
Instl Alpha Short Duration Balanced 6.30.20 - Instl Alpha Short Duration Balanced 6.30.20.pdf
6 downloads 1.0 Gates Glassel 15-07-2020 21:12
Instl Alpha Short Duration Fixed Income 6.30.20 - Instl Alpha Short Duration Fixed Income 6.30.20.pdf
9 downloads 1.0 Gates Glassel 15-07-2020 21:12
Instl Alpha Short Duration Growth 6.30.20 - Instl Alpha Short Duration Growth 6.30.20.pdf
6 downloads 1.0 Gates Glassel 15-07-2020 21:12
Instl Alpha Short Duration Income & Growth 6.30.20 - Instl Alpha Short Duration Income & Growth 6.30.20.pdf
6 downloads 1.0 Gates Glassel 15-07-2020 21:12
Instl Alpha Short Duration Income 6.30.20 - Instl Alpha Short Duration Income 6.30.20.pdf
6 downloads 1.0 Gates Glassel 15-07-2020 21:12
Tactical Edge Conservative 6.30.2020 - Tactical Edge Conservative 6.30.2020.pdf
13 downloads 1.0 Gates Glassel 15-07-2020 21:08
Tactical Edge Growth 6.30.2020 - Tactical Edge Growth 6.30.2020.pdf
8 downloads 1.0 Gates Glassel 15-07-2020 21:08
Tactical Edge Moderate 6.30.2020 - Tactical Edge Moderate 6.30.2020.pdf
6 downloads 1.0 Gates Glassel 15-07-2020 21:08
Tactical Edge Balanced 6.30.2020 - Tactical Edge Balanced 6.30.2020.pdf
7 downloads 1.0 Gates Glassel 15-07-2020 21:08
Strategic Index US Equity All Cap 6.30.2020 - Strategic Index US Equity All Cap 6.30.2020.pdf
5 downloads 1.0 Gates Glassel 15-07-2020 21:03
Strategic Index US Equity Large Cap 6.30.2020 - Strategic Index US Equity Large Cap 6.30.2020.pdf
12 downloads 1.0 Gates Glassel 15-07-2020 21:03
Strategic Index Aggressive 6.30.2020 - Strategic Index Aggressive 6.30.2020.pdf
14 downloads 1.0 Gates Glassel 15-07-2020 21:03
Strategic Index Conservative 6.30.2020 - Strategic Index Conservative 6.30.2020.pdf
9 downloads 1.0 Gates Glassel 15-07-2020 21:03
Strategic Index Dividend 6.30.2020 - Strategic Index Dividend 6.30.2020.pdf
18 downloads 1.0 Gates Glassel 15-07-2020 21:03
Strategic Index Moderate 6.30.2020 - Strategic Index Moderate 6.30.2020.pdf
6 downloads 1.0 Gates Glassel 15-07-2020 21:03
Tactical Edge Model Performance 6.30.20 - Tactical Edge Model Performance 6.30.20.pdf
13 downloads 1.0 Gates Glassel 15-07-2020 20:59
Institutional Alpha Short Duration Returns 6.30.20 - Institutional Alpha Short Duration Returns 6.30.20.pdf
11 downloads 1.0 Gates Glassel 15-07-2020 20:59
Bond_Market_Review_7-13-20 - Bond_Market_Review_7-13-20.pdf
6 downloads 1.0 Gates Glassel 15-07-2020 20:38
Weekly_Commentary_July_13 - Weekly_Commentary_July_13.pdf
4 downloads 1.0 Gates Glassel 15-07-2020 20:38
Weekly_Market_Recap_Sterling_7-13-20 - Weekly_Market_Recap_Sterling_7-13-20.pdf
5 downloads 1.0 Gates Glassel 15-07-2020 20:38
Weekly_Market_Update_7-13-20 - Weekly_Market_Update_7-13-20.pdf
4 downloads 1.0 Gates Glassel 15-07-2020 20:38
AEWM-Wealth-Report_Investing_in_the_midst_of_a_pandemic_BT3 - AEWM-Wealth-Report_Investing_in_the_midst_of_a_pandemic_BT3.pdf
7 downloads 1.0 Gates Glassel 15-07-2020 20:38
MMRP Moderate Fact Sheet as of June 30, 2020 - Milliman Moderate 6.30.2020.pdf
28 downloads 1.0 Gates Glassel 15-07-2020 18:46
MMRP Growth Fact Sheet as of June 30, 2020 - Milliman Growth 6.30.2020.pdf
41 downloads 1.0 Gates Glassel 15-07-2020 18:44
REIT Edge 6.30.2020 - REIT Edge 6.30.2020.pdf
12 downloads 1.0 Gates Glassel 10-07-2020 13:04
Pure Edge International Balanced 6.30.2020 - Pure Edge International Balanced 6.30.2020.pdf
7 downloads 1.0 Gates Glassel 10-07-2020 13:04
Pure Edge International Growth 6.30.2020 - Pure Edge International Growth 6.30.2020.pdf
6 downloads 1.0 Gates Glassel 10-07-2020 13:04
Pure Edge International Income & Growth 6.30.2020 - Pure Edge International Income & Growth 6.30.2020.pdf
6 downloads 1.0 Gates Glassel 10-07-2020 13:04
Pure Edge International Income 6.30.2020 - Pure Edge International Income 6.30.2020.pdf
8 downloads 1.0 Gates Glassel 10-07-2020 13:04
Pure Edge Domestic Growth 6.30.2020 - Pure Edge Domestic Growth 6.30.2020.pdf
13 downloads 1.0 Gates Glassel 10-07-2020 13:04
Pure Edge Domestic Income & Growth 6.30.2020 - Pure Edge Domestic Income & Growth 6.30.2020.pdf
9 downloads 1.0 Gates Glassel 10-07-2020 13:04
Pure Edge Domestic Income 6.30.2020 - Pure Edge Domestic Income 6.30.2020.pdf
16 downloads 1.0 Gates Glassel 10-07-2020 13:04
Pure Edge International Aggressive 6.30.2020 - Pure Edge International Aggressive 6.30.2020.pdf
9 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl ETF Income Primary 6.30.2020 - Instl ETF Income Primary 6.30.2020.pdf
13 downloads 1.0 Gates Glassel 10-07-2020 13:04
Pure Edge Domestic Aggressive 6.30.2020 - Pure Edge Domestic Aggressive 6.30.2020.pdf
11 downloads 1.0 Gates Glassel 10-07-2020 13:04
Pure Edge Domestic Balanced 6.30.2020 - Pure Edge Domestic Balanced 6.30.2020.pdf
14 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl ETF Fixed Income 6.30.2020 - Instl ETF Fixed Income 6.30.2020.pdf
25 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl ETF Growth 6.30.2020 - Instl ETF Growth 6.30.2020.pdf
23 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl ETF Income & Growth 6.30.2020 - Instl ETF Income & Growth 6.30.2020.pdf
17 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl ETF Income 6.30.2020 - Instl ETF Income 6.30.2020.pdf
18 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl Alpha Income 6.30.2020 - Instl Alpha Income 6.30.2020.pdf
15 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl Alpha Income Primary 6.30.2020 - Instl Alpha Income Primary 6.30.2020.pdf
14 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl ETF Aggressive Growth 6.30.2020 - Instl ETF Aggressive Growth 6.30.2020.pdf
20 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl ETF Balanced 6.30.2020 - Instl ETF Balanced 6.30.2020.pdf
17 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl Alpha Balanced 6.30.2020 - Instl Alpha Balanced 6.30.2020.pdf
29 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl Alpha Fixed Income 6.30.2020 - Instl Alpha Fixed Income 6.30.2020.pdf
32 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl Alpha Growth 6.30.2020 - Instl Alpha Growth 6.30.2020.pdf
27 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl Alpha Income & Growth 6.30.2020 - Instl Alpha Income & Growth 6.30.2020.pdf
21 downloads 1.0 Gates Glassel 10-07-2020 13:04
Diversified Income 6.30.2020 - Diversified Income 6.30.2020.pdf
27 downloads 1.0 Gates Glassel 10-07-2020 13:04
Instl Alpha Aggressive Growth 6.30.2020 - Instl Alpha Aggressive Growth 6.30.2020.pdf
20 downloads 1.0 Gates Glassel 10-07-2020 13:04
REIT Edge Model Performance 6.30.20 - REIT Edge Model Performance 6.30.20.pdf
12 downloads 1.0 Gates Glassel 08-07-2020 20:12
Sterling Model Performance 6.30.20 - Sterling Model Performance 6.30.20.pdf
85 downloads 1.0 Gates Glassel 08-07-2020 20:12
Sterling Tax-Free Model Performance 06.30.20 - Sterling Tax-Free Model Performance 06.30.20.pdf
10 downloads 1.0 Gates Glassel 08-07-2020 20:12
Strategic Index Model Performance 6.30.20 - Strategic Index Model Performance 6.30.20.pdf
31 downloads 1.0 Gates Glassel 08-07-2020 20:12
Pure Edge Model Performance 6.30.20 - Pure Edge Model Performance 6.30.20.pdf
34 downloads 1.0 Gates Glassel 08-07-2020 20:12
Weekly_Market_Update_7-6-20 - Weekly_Market_Update_7-6-201.pdf
6 downloads 1.0 Gates Glassel 08-07-2020 20:00
Market_Commentary_from_AEWM_-_Week_of_July_6 - Market_Commentary_from_AEWM_-_Week_of_July_61.pdf
4 downloads 1.0 Gates Glassel 08-07-2020 20:00
Market_Commentary_from_AEWM_-_Week_of_June_29 - Market_Commentary_from_AEWM_-_Week_of_June_291.pdf
9 downloads 1.0 Gates Glassel 08-07-2020 20:00
Weekly_Market_Recap__Sterling__7-6-20 - Weekly_Market_Recap__Sterling__7-6-201.pdf
8 downloads 1.0 Gates Glassel 08-07-2020 20:00
Weekly_Market_Update_7-6-20 - Weekly_Market_Update_7-6-20.pdf
8 downloads 1.0 Gates Glassel 08-07-2020 19:59
Market_Commentary_from_AEWM_-_Week_of_July_6 - Market_Commentary_from_AEWM_-_Week_of_July_6.pdf
4 downloads 1.0 Gates Glassel 08-07-2020 19:59
Market_Commentary_from_AEWM_-_Week_of_June_29 - Market_Commentary_from_AEWM_-_Week_of_June_29.pdf
6 downloads 1.0 Gates Glassel 08-07-2020 19:59
Weekly_Market_Recap__Sterling__7-6-20 - Weekly_Market_Recap__Sterling__7-6-20.pdf
4 downloads 1.0 Gates Glassel 08-07-2020 19:59
Weekly_Market_Recap__Sterling__6-22-20 - Weekly_Market_Recap__Sterling__6-22-20.pdf
12 downloads 1.0 Gates Glassel 24-06-2020 21:36
Weekly_Market_Update_6-22-20 - Weekly_Market_Update_6-22-20.pdf
6 downloads 1.0 Gates Glassel 24-06-2020 21:36
Bond_Market_Review_6-22-20 - Bond_Market_Review_6-22-20.pdf
17 downloads 1.0 Gates Glassel 24-06-2020 21:36
June_22_Weekly_Commentary - June_22_Weekly_Commentary.pdf
11 downloads 1.0 Gates Glassel 24-06-2020 21:36
Bond_Market_Review_6-15-20 - Bond_Market_Review_6-15-20.pdf
15 downloads 1.0 Gates Glassel 17-06-2020 20:27
Market_Commentary_June_15 - Market_Commentary_June_15.pdf
14 downloads 1.0 Gates Glassel 17-06-2020 20:27
Weekly_Market_Recap__Sterling__6-15-20 - Weekly_Market_Recap__Sterling__6-15-20.pdf
6 downloads 1.0 Gates Glassel 17-06-2020 20:27
Weekly_Market_Update_6-15-20 - Weekly_Market_Update_6-15-20.pdf
6 downloads 1.0 Gates Glassel 17-06-2020 20:27
Advisory_Solutions_Monthly_Update_-_June_2020 - Advisory_Solutions_Monthly_Update_-_June_2020.pdf
12 downloads 1.0 Gates Glassel 17-06-2020 20:27
AEWM-Wealth-Report_why_sequence_of_returns_risk_jb - AEWM-Wealth-Report_why_sequence_of_returns_risk_jb.pdf
14 downloads 1.0 Gates Glassel 17-06-2020 20:27
Why Sequence of Returns Risk Matters Now - AEWM-Wealth-Report_why sequence of returns risk_jb.pdf
4 downloads 1.0 Gates Glassel 11-06-2020 18:42
Weekly_Market_Update_6-8-20 - Weekly_Market_Update_6-8-20.pdf
7 downloads 1.0 Gates Glassel 10-06-2020 18:32
Market_Commentary_from_AEWM_-_Week_of_June_8 - Market_Commentary_from_AEWM_-_Week_of_June_8.pdf
9 downloads 1.0 Gates Glassel 10-06-2020 18:32
May_2020_Pure_Edge_Returns_5.31.20_FINAL - May_2020_Pure_Edge_Returns_5.31.20_FINAL.pdf
17 downloads 1.0 Gates Glassel 10-06-2020 18:32
May_2020_Strategic_Index_Returns_5.31.20_FINAL - May_2020_Strategic_Index_Returns_5.31.20_FINAL.pdf
18 downloads 1.0 Gates Glassel 10-06-2020 18:32
May_2020_Tactical_Edge_Returns_5.31.20_FINAL - May_2020_Tactical_Edge_Returns_5.31.20_FINAL.pdf
15 downloads 1.0 Gates Glassel 10-06-2020 18:32
Weekly_Market_Recap__Sterling__6-8-20 - Weekly_Market_Recap__Sterling__6-8-20.pdf
8 downloads 1.0 Gates Glassel 10-06-2020 18:32
AEWM_Large_Cap_Index_Model_1_Pager_6.2020 - AEWM_Large_Cap_Index_Model_1_Pager_6.2020.pdf
39 downloads 1.0 Gates Glassel 10-06-2020 18:32
AEWM_Model_Performance_Handout_5-31-20_FINAL - AEWM_Model_Performance_Handout_5-31-20_FINAL.pdf
32 downloads 1.0 Gates Glassel 10-06-2020 18:32
AEWM_Tax-Free_Model_Performance_Handout_5-31-20_FINAL - AEWM_Tax-Free_Model_Performance_Handout_5-31-20_FINAL.pdf
18 downloads 1.0 Gates Glassel 10-06-2020 18:32
Bond_Market_Review_6-8-20 - Bond_Market_Review_6-8-20.pdf
7 downloads 1.0 Gates Glassel 10-06-2020 18:32
AEWM-Wealth-Report_demographic_drivers_BT - AEWM-Wealth-Report_demographic_drivers_BT.pdf
9 downloads 1.0 Gates Glassel 03-06-2020 18:10
Bond_Market_Review_6-1-20 - Bond_Market_Review_6-1-20.pdf
6 downloads 1.0 Gates Glassel 03-06-2020 18:10
June_1_Weekly_Commentary - June_1_Weekly_Commentary.pdf
6 downloads 1.0 Gates Glassel 03-06-2020 18:10
Weekly_Market_Recap__Sterling__6-1-20 - Weekly_Market_Recap__Sterling__6-1-20.pdf
17 downloads 1.0 Gates Glassel 03-06-2020 18:10
Demographic Drivers of Growth - AEWM-Wealth-Report_demographic drivers_BT.pdf
5 downloads 1.0 Gates Glassel 27-05-2020 18:40
marketcommentaryweekofmay11 - marketcommentaryweekofmay11.pdf
9 downloads 1.0 Gates Glassel 27-05-2020 17:59
Weekly_Commentary_May_26 - Weekly_Commentary_May_26.pdf
6 downloads 1.0 Gates Glassel 27-05-2020 17:54
Weekly_Market_Recap__Sterling__5-26-20 - Weekly_Market_Recap__Sterling__5-26-20.pdf
8 downloads 1.0 Gates Glassel 27-05-2020 17:54
Weekly_Market_Update_5-26-20 - Weekly_Market_Update_5-26-20.pdf
7 downloads 1.0 Gates Glassel 27-05-2020 17:54
Financial_Planning_Agreement_5-1-2020__002_ - Financial_Planning_Agreement_5-1-2020__002_.pdf
22 downloads 1.0 Gates Glassel 20-05-2020 18:00
Market_Commentary_from_AEWM_-_Week_of_May_18 - Market_Commentary_from_AEWM_-_Week_of_May_18.pdf
11 downloads 1.0 Gates Glassel 20-05-2020 18:00
Weekly_Market_Recap__Sterling__5-18-20 - Weekly_Market_Recap__Sterling__5-18-20.pdf
11 downloads 1.0 Gates Glassel 20-05-2020 18:00
Weekly_Market_Update_5-18-20 - Weekly_Market_Update_5-18-20.pdf
7 downloads 1.0 Gates Glassel 20-05-2020 18:00
AEWM-Wealth-Report_Grad_Advice_BT - AEWM-Wealth-Report_Grad_Advice_BT.pdf
9 downloads 1.0 Gates Glassel 20-05-2020 18:00
Bond_Market_Review_5-18-20 - Bond_Market_Review_5-18-20.pdf
7 downloads 1.0 Gates Glassel 20-05-2020 18:00
Pandemic Graduates: Help them Manage Finances - AEWM-Wealth-Report_Grad Advice_BT.pdf
6 downloads 1.0 Gates Glassel 14-05-2020 18:37
AE Institutional Alpha 4.8.20 - AE Institutional Alpha 48201.pdf
11 downloads 1.0 Gates Glassel 13-05-2020 19:09
AE Institutional Alpha Mercer 4.8.20 - AE Institutional Alpha Mercer 48201.pdf
10 downloads 1.0 Gates Glassel 13-05-2020 19:09
AE Institutional Alpha Short Duration 4.10.20 FINAL - AE Institutional Alpha Short Duration 4.10.20 FINAL.pdf
15 downloads 1.0 Gates Glassel 13-05-2020 19:09
AE Institutional Alpha Tax-Efficient 4.8.20 - AE Institutional Alpha Tax-Efficient 48201.pdf
7 downloads 1.0 Gates Glassel 13-05-2020 19:09
1150867-8 Institutional Alpha Short Duration Fixed Income 3.31.2020 FINAL - 1150867-8 Institutional Alpha Short Duration Fixed Income 3.31.2020 FINAL.pdf
16 downloads 1.0 Gates Glassel 13-05-2020 19:02
weeklycommentaryapr27 - weeklycommentaryapr27.pdf
7 downloads 1.0 Gates Glassel 13-05-2020 18:55
weeklycommentaryapril20 - weeklycommentaryapril20.pdf
8 downloads 1.0 Gates Glassel 13-05-2020 18:55
Weekly_Market_Recap__Sterling__5-11-20 - Weekly_Market_Recap__Sterling__5-11-20.pdf
10 downloads 1.0 Gates Glassel 13-05-2020 18:33
Weekly_Market_Update_5-11-20 - Weekly_Market_Update_5-11-20.pdf
9 downloads 1.0 Gates Glassel 13-05-2020 18:33
Market_Commentary_from_AEWM_-_Week_of_May_11 - Market_Commentary_from_AEWM_-_Week_of_May_11.pdf
8 downloads 1.0 Gates Glassel 13-05-2020 18:33
1182255-1_-_AEWM_Model_Performance_Handout_4-30-20 - 1182255-1_-_AEWM_Model_Performance_Handout_4-30-20.pdf
30 downloads 1.0 Gates Glassel 13-05-2020 18:33
Bond_Market_Review_5-11-20 - Bond_Market_Review_5-11-20.pdf
10 downloads 1.0 Gates Glassel 13-05-2020 18:33
Financial Planning Agreement - Financial Planning Agreement 5-1-2020 (002).pdf
16 downloads 1.0 Gates Glassel 11-05-2020 16:07
Milliman Investor Brochure - 1084945 AdvisorsExcel_InvestorGuide_v8.Compliance comments 5.7.20 -For Final (1).pdf
113 downloads 1.0 Gates Glassel 07-05-2020 20:00
Q1 2020 Tactical Edge Performance FINAL - Q1 2020 Tactical Edge Performance FINAL.pdf
9 downloads 1.0 Gates Glassel 06-05-2020 20:25
1169563-2 Tactical Edge Growth 3.31.2020 FINAL - 1169563-2 Tactical Edge Growth 3.31.2020 FINAL.pdf
16 downloads 1.0 Gates Glassel 06-05-2020 20:25
1169563-3 Tactical Edge Conservative 3.31.2020 FINAL - 1169563-3 Tactical Edge Conservative 3.31.2020 FINAL.pdf
14 downloads 1.0 Gates Glassel 06-05-2020 20:25
1169563-4 Tactical Edge Balanced 3.31.2020 FINAL - 1169563-4 Tactical Edge Balanced 3.31.2020 FINAL.pdf
11 downloads 1.0 Gates Glassel 06-05-2020 20:25
1169563-1 Tactical Edge Moderate 3.31.2020 FINAL - 1169563-1 Tactical Edge Moderate 3.31.2020 FINAL.pdf
22 downloads 1.0 Gates Glassel 06-05-2020 20:25
Weekly_Market_Recap__Sterling__5-4-20 - Weekly_Market_Recap__Sterling__5-4-20.pdf
11 downloads 1.0 Gates Glassel 06-05-2020 20:10
Weekly_Market_Update_5-4-20 - Weekly_Market_Update_5-4-20.pdf
11 downloads 1.0 Gates Glassel 06-05-2020 20:10
AEWM-Wealth-Report_Investing_for_Income_JP - AEWM-Wealth-Report_Investing_for_Income_JP.pdf
10 downloads 1.0 Gates Glassel 06-05-2020 20:10
Bond_Market_Review_5-4-20 - Bond_Market_Review_5-4-20.pdf
16 downloads 1.0 Gates Glassel 06-05-2020 20:10
Weekly_Commentary_May_4 - Weekly_Commentary_May_4.pdf
14 downloads 1.0 Gates Glassel 06-05-2020 20:10
How Government Policies Impact Market Performance - 1_2_AEWM-Wealth-Report_Policy Impact_GG.pdf
7 downloads 1.0 Gates Glassel 02-05-2020 12:52
U.S. Unique Possibilty Snapshot - U.S. Unique Possibilty Snapshot.pdf
76 downloads 1.0 Gates Glassel 01-05-2020 16:11
US Unique Possibilities 4.28.20 FINAL - US Unique Possibilities 42820 FINAL1.pdf
149 downloads 1.0 Gates Glassel 01-05-2020 16:11
US Unique Possibility Equitey - Model 1 pager - US Unique Possibilities 4.28.20 FINAL.pdf
56 downloads 1.0 Gates Glassel 01-05-2020 15:32
Investing for Income - AEWM-Wealth-Report_Investing for Income_JP.pdf
7 downloads 1.0 Gates Glassel 30-04-2020 18:34
1150867-7 Institutional Alpha FIxed Income 3.31.2020 FINAL - 1150867-7 Institutional Alpha FIxed Income 3.31.2020 FINAL.pdf
20 downloads 1.0 Gates Glassel 30-04-2020 14:58
1150870-7 Institutional ETF FIxed Income 3.31.2020 FINAL - 1150870-7 Institutional ETF FIxed Income 3.31.2020 FINAL.pdf
27 downloads 1.0 Gates Glassel 30-04-2020 14:58
weeklycommentaryapril13 - weeklycommentaryapril13.pdf
16 downloads 1.0 Gates Glassel 29-04-2020 17:45
Bond_Market_Review_4-27-20 - Bond_Market_Review_4-27-20.pdf
15 downloads 1.0 Gates Glassel 29-04-2020 17:37
Weekly_Market_Recap__Sterling__4-27-20 - Weekly_Market_Recap__Sterling__4-27-20.pdf
15 downloads 1.0 Gates Glassel 29-04-2020 17:37
Weekly_Market_Update_4-27-20 - Weekly_Market_Update_4-27-20.pdf
14 downloads 1.0 Gates Glassel 29-04-2020 17:37
MMRP Growth Fact Sheet as of 03.31.2020 - MMRP_Growth_Mar2020 2.9.pdf
63 downloads 1.0 Gates Glassel 29-04-2020 13:59
MMRP Moderate Fact Sheet as of 3.31.2020 - MMRP_Moderate_Mar2020 2.9.pdf
37 downloads 1.0 Gates Glassel 29-04-2020 13:30
1160164-3 Pure Edge International Balanced 3.31.2020 FINAL - 1160164-3 Pure Edge International Balanced 3.31.2020 FINAL.pdf
18 downloads 1.0 Gates Glassel 24-04-2020 22:16
1160164-4 Pure Edge International Income & Growth 3.31.2020 FINAL - 1160164-4 Pure Edge International Income & Growth 3.31.2020 FINAL.pdf
14 downloads 1.0 Gates Glassel 24-04-2020 22:16
1160164-5 Pure Edge International Income 3.31.2020 FINAL - 1160164-5 Pure Edge International Income 3.31.2020 FINAL.pdf
15 downloads 1.0 Gates Glassel 24-04-2020 22:16
1160164-1 Pure Edge International Aggressive 3.31.2020 FINAL - 1160164-1 Pure Edge International Aggressive 3.31.2020 FINAL.pdf
19 downloads 1.0 Gates Glassel 24-04-2020 22:16
1160164-2 Pure Edge International Growth 3.31.2020 FINAL - 1160164-2 Pure Edge International Growth 3.31.2020 FINAL.pdf
18 downloads 1.0 Gates Glassel 24-04-2020 22:16
1Q20 Strategic Index Model 1-Pager - 1Q20 Strategic Index Model 1-Pager.pdf
55 downloads 1.0 Gates Glassel 24-04-2020 22:13
1164040-5 Institutional ETF Income Tax-Eff 3.31.2020 FINAL - 1164040-5 Institutional ETF Income Tax-Eff 3.31.2020 FINAL.pdf
18 downloads 1.0 Gates Glassel 24-04-2020 22:10
1164040-1 Institutional ETF Growth Tax-Eff 3.31.2020 FINAL - 1164040-1 Institutional ETF Growth Tax-Eff 3.31.2020 FINAL.pdf
23 downloads 1.0 Gates Glassel 24-04-2020 22:10
1164040-2 Institutional ETF Balanced Tax-Eff 3.31.2020 FINAL - 1164040-2 Institutional ETF Balanced Tax-Eff 3.31.2020 FINAL.pdf
24 downloads 1.0 Gates Glassel 24-04-2020 22:10
1164040-3 Institutional ETF Income & Growth Tax-Eff 3.31.2020 FINAL - 1164040-3 Institutional ETF Income & Growth Tax-Eff 3.31.2020 FINAL.pdf
21 downloads 1.0 Gates Glassel 24-04-2020 22:10
1164040-4 Institutional ETF Income Primary Tax-Eff 3.31.2020 FINAL - 1164040-4 Institutional ETF Income Primary Tax-Eff 3.31.2020 FINAL.pdf
17 downloads 1.0 Gates Glassel 24-04-2020 22:10
1164037-2 Institutional Alpha Balanced Tax-Eff 3.31.2020 FINAL - 1164037-2 Institutional Alpha Balanced Tax-Eff 3.31.2020 FINAL.pdf
17 downloads 1.0 Gates Glassel 24-04-2020 22:04
1164037-3 Institutional Alpha Income & Growth Tax-Eff 3.31.2020 FINAL - 1164037-3 Institutional Alpha Income & Growth Tax-Eff 3.31.2020 FINAL.pdf
16 downloads 1.0 Gates Glassel 24-04-2020 22:04
1164037-4 Institutional Alpha Income Primary Tax-Eff 3.31.2020 FINAL - 1164037-4 Institutional Alpha Income Primary Tax-Eff 3.31.2020 FINAL.pdf
18 downloads 1.0 Gates Glassel 24-04-2020 22:04
1164037-5 Institutional Alpha Income Tax-Eff 3.31.2020 FINAL - 1164037-5 Institutional Alpha Income Tax-Eff 3.31.2020 FINAL.pdf
17 downloads 1.0 Gates Glassel 24-04-2020 22:04
1164037-1 Institutional Alpha Growth Tax-Eff 3.31.2020 FINAL - 1164037-1 Institutional Alpha Growth Tax-Eff 3.31.2020 FINAL.pdf
17 downloads 1.0 Gates Glassel 24-04-2020 22:04
Milliman Advisor Brochure - AdvisorsExcel_Brochure_20191231 - FInal.pdf
72 downloads 1.0 Gates Glassel 24-04-2020 17:12
1162716-2 Strategic Index Moderate 3.31.2020 FINAL - 1162716-2 Strategic Index Moderate 3.31.2020 FINAL.pdf
27 downloads 1.0 Gates Glassel 23-04-2020 21:13
1162716-3 Strategic Index Conservative 3.31.2020 FINAL - 1162716-3 Strategic Index Conservative 3.31.2020 FINAL.pdf
19 downloads 1.0 Gates Glassel 23-04-2020 21:13
1162716-4 Strategic Index Dividend 3.31.2020 FINAL - 1162716-4 Strategic Index Dividend 3.31.2020 FINAL.pdf
33 downloads 1.0 Gates Glassel 23-04-2020 21:13
1162716-5 Strategic Index US Equity Large Cap 3.31.2020 FINAL - 1162716-5 Strategic Index US Equity Large Cap 3.31.2020 FINAL.pdf
25 downloads 1.0 Gates Glassel 23-04-2020 21:13
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21 downloads 1.0 Gates Glassel 23-04-2020 21:13
1162716-1 Strategic Index Aggressive 3.31.2020 FINAL - 1162716-1 Strategic Index Aggressive 3.31.2020 FINAL.pdf
16 downloads 1.0 Gates Glassel 23-04-2020 21:13
1160159-1 Pure Edge Domestic Aggressive 3.31.2020 FINAL - 1160159-1 Pure Edge Domestic Aggressive 3.31.2020 FINAL.pdf
26 downloads 1.0 Gates Glassel 23-04-2020 21:10
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19 downloads 1.0 Gates Glassel 23-04-2020 21:10
1160159-3 Pure Edge Domestic Balanced 3.31.2020 FINAL - 1160159-3 Pure Edge Domestic Balanced 3.31.2020 FINAL.pdf
19 downloads 1.0 Gates Glassel 23-04-2020 21:10
1160159-4 Pure Edge Domestic Income & Growth 3.31.2020 FINAL - 1160159-4 Pure Edge Domestic Income & Growth 3.31.2020 FINAL.pdf
14 downloads 1.0 Gates Glassel 23-04-2020 21:10
1160159-5 Pure Edge Domestic Income 3.31.2020 FINAL - 1160159-5 Pure Edge Domestic Income 3.31.2020 FINAL.pdf
29 downloads 1.0 Gates Glassel 23-04-2020 21:10
1162382 REIT Edge 3.31.2020 FINAL - 1162382 REIT Edge 3.31.2020 FINAL.pdf
19 downloads 1.0 Gates Glassel 22-04-2020 22:34
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16 downloads 1.0 Gates Glassel 22-04-2020 22:34
1150858 - AE Diversified Income 3.31.2020 FINAL - 1150858 - AE Diversified Income 3.31.2020 FINAL.pdf
37 downloads 1.0 Gates Glassel 22-04-2020 22:34
AEWM_Iphone_Scan_Instructions_JP - AEWM_Iphone_Scan_Instructions_JP.pdf
14 downloads 1.0 Gates Glassel 22-04-2020 22:13
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16 downloads 1.0 Gates Glassel 22-04-2020 17:03
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14 downloads 1.0 Gates Glassel 22-04-2020 15:48
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22 downloads 1.0 Gates Glassel 22-04-2020 15:48
Q1_2020_Strategic_Index_Performance_FINAL_-_Updated - Q1_2020_Strategic_Index_Performance_FINAL_-_Updated.pdf
27 downloads 1.0 Gates Glassel 22-04-2020 15:48
Weekly_Market_Recap__Sterling__4-20-20 - Weekly_Market_Recap__Sterling__4-20-20.pdf
17 downloads 1.0 Gates Glassel 22-04-2020 15:48
Weekly_Market_Update_4-20-20 - Weekly_Market_Update_4-20-20.pdf
14 downloads 1.0 Gates Glassel 22-04-2020 15:48
1160159-1_Pure_Edge_Domestic_Aggressive_3.31.2020_FINAL - 1160159-1_Pure_Edge_Domestic_Aggressive_3.31.2020_FINAL.pdf
13 downloads 1.0 Gates Glassel 22-04-2020 15:48
1160164-1_Pure_Edge_International_Aggressive_3.31.2020_FINAL - 1160164-1_Pure_Edge_International_Aggressive_3.31.2020_FINAL.pdf
17 downloads 1.0 Gates Glassel 22-04-2020 15:48
AEWM-Wealth-Report_Prospects_for_Investing_BT - AEWM-Wealth-Report_Prospects_for_Investing_BT.pdf
22 downloads 1.0 Gates Glassel 22-04-2020 15:48
1150867-3 Institutional Alpha Balanced 3.31.2020 FINAL - 1150867-3 Institutional Alpha Balanced 3.31.2020 FINAL.pdf
26 downloads 1.0 Gates Glassel 16-04-2020 20:04
1150867-4 Institutional Alpha Income & Growth 3.31.2020 FINAL - 1150867-4 Institutional Alpha Income & Growth 3.31.2020 FINAL.pdf
22 downloads 1.0 Gates Glassel 16-04-2020 20:04
1150867-5 Institutional Alpha Income Primary 3.31.2020 FINAL - 1150867-5 Institutional Alpha Income Primary 3.31.2020 FINAL.pdf
21 downloads 1.0 Gates Glassel 16-04-2020 20:04
1150867-6 Institutional Alpha Income 3.31.2020 FINAL - 1150867-6 Institutional Alpha Income 3.31.2020 FINAL.pdf
20 downloads 1.0 Gates Glassel 16-04-2020 20:04
1150867-1 Institutional Alpha Aggressive Growth 3.31.2020 FINAL - 1150867-1 Institutional Alpha Aggressive Growth 3.31.2020 FINAL.pdf
23 downloads 1.0 Gates Glassel 16-04-2020 20:04
1150867-2 Institutional Alpha Growth 3.31.2020 FINAL - 1150867-2 Institutional Alpha Growth 3.31.2020 FINAL.pdf
41 downloads