Documents

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Downloads Last Modified Owner Name Rating
Advisor Materials
   AEWM Investment Models
   Marketing
   The Wealth Report
   Seminar Slides
   Dynamic Asset Allocation
   Sterling Commentary
9 downloads 20-03-2019 16:50 Gates Glassel
AEWM Model Performance as of 2.28.19 - AEWM Model Performance as of 2.28.19.pdf
1 downloads 20-03-2019 16:48 Gates Glassel
Weekly Market Recap 3.18.19 - Weekly Market Recap 3.18.19.pdf
1 downloads 20-03-2019 16:48 Gates Glassel
Weekly Bond Market Review 3.18.19 - Weekly Bond Market Review 3.18.19.pdf
1 downloads 20-03-2019 16:47 Gates Glassel
Weekly Market Update 3.18.19 - Weekly Market Update 3.18.19.pdf
2 downloads 14-03-2019 14:13 Gates Glassel
Weekly Market Update 3.11.19 - Weekly Market Update 3.11.19.pdf
1 downloads 14-03-2019 14:12 Gates Glassel
Weekly Market Commentary 3.3-3.9 - Weekly Market Commentary 3.3-3.9.pdf
1 downloads 14-03-2019 14:12 Gates Glassel
Weekly Market Recap 3.11.19 - Weekly Market Recap 3.11.19.pdf
3 downloads 14-03-2019 14:11 Gates Glassel
Inst. ETF Income Primary - Inst. ETF Income Primary.pdf
1 downloads 14-03-2019 14:11 Gates Glassel
Weekly Bond Market Review 3.11.19 - Weekly Bond Market Review 3.11.19.pdf
8 downloads 14-03-2019 14:10 Gates Glassel
Inst. ETF Income & Growth - Inst. ETF Income & Growth.pdf
5 downloads 14-03-2019 14:10 Gates Glassel
Inst. ETF Income Fact Sheet - Inst. ETF Income Fact Sheet.pdf
8 downloads 14-03-2019 14:09 Gates Glassel
Inst. ETF Growth - Inst. ETF Growth.pdf
3 downloads 14-03-2019 14:08 Gates Glassel
Inst. ETF Fixed Income - Inst. ETF Fixed Income.pdf
4 downloads 14-03-2019 14:07 Gates Glassel
Inst. ETF Balanced - Inst. ETF Balanced.pdf
11 downloads 14-03-2019 14:06 Gates Glassel
Diversified Income - Diversified Income1.pdf
4 downloads 14-03-2019 14:06 Gates Glassel
Inst. ETF Aggressive Growth - Inst. ETF Aggressive Growth.pdf
4 downloads 07-03-2019 16:53 Gates Glassel
Weekly Market Update 3.14.19 - Weekly Market Update 3.14.19.pdf
1 downloads 07-03-2019 16:52 Gates Glassel
Weekly Commentary 2.24.19 - 3.2.19 - Weekly Commentary 2.24.19 - 3.2.19.pdf
2 downloads 07-03-2019 16:52 Gates Glassel
Weekly Market Recap 3.4.19 - Weekly Market Recap 3.4.19.pdf
1 downloads 07-03-2019 16:51 Gates Glassel
Weekly Bond Market Review 3.4.19 - Weekly Bond Market Review 3.4.19.pdf
2 downloads 07-03-2019 16:51 Gates Glassel
Weekly Bond Market Review 3.4.19 - Weekly Bond Market Review 34191.pdf
1 downloads 28-02-2019 20:25 Gates Glassel
Weekly_Market_Recap__Sterling__2-25-19 - Weekly_Market_Recap__Sterling__2-25-19.pdf
4 downloads 28-02-2019 20:25 Gates Glassel
Weekly_Market_Update_2-25-19 - Weekly_Market_Update_2-25-19.pdf
1 downloads 28-02-2019 20:24 Gates Glassel
Weekly_Market_Commentary_2.17 - Weekly_Market_Commentary_2.17.pdf
1 downloads 28-02-2019 20:23 Gates Glassel
IA_Income_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19 - IA_Income_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf
3 downloads 28-02-2019 20:23 Gates Glassel
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
2 downloads 28-02-2019 20:23 Gates Glassel
Weekly_Bond_Market_Review_02-25-19 - Weekly_Bond_Market_Review_02-25-19.pdf
1 downloads 28-02-2019 20:23 Gates Glassel
Weekly_Bond_Market_Review_02-25-19 - Weekly_Bond_Market_Review_02-25-191.pdf
7 downloads 28-02-2019 20:22 Gates Glassel
IA_Balanced_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19 - IA_Balanced_Fact_Sheet_Q4_2018_-_FINAL_-_LR_2-28-19.pdf
3 downloads 28-02-2019 20:22 Gates Glassel
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
8 downloads 28-02-2019 20:22 Gates Glassel
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
9 downloads 28-02-2019 20:21 Gates Glassel
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
9 downloads 28-02-2019 20:20 Gates Glassel
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
35 downloads 28-02-2019 20:19 Gates Glassel
01.31.19_AEWM_Model_Performance_Handout_-_rev - 01.31.19_AEWM_Model_Performance_Handout_-_rev.pdf
2 downloads 28-02-2019 20:19 Gates Glassel
01.31.19_AEWM_Model_Performance_Handout_-_rev - 013119_AEWM_Model_Performance_Handout_-_rev1.pdf
5 downloads 20-02-2019 17:15 Gates Glassel
Weekly Market Update 2.19.19 - Weekly Market Update 2.19.19.pdf
6 downloads 20-02-2019 17:14 Gates Glassel
February 2019 - February 2019.pdf
7 downloads 20-02-2019 17:14 Gates Glassel
Weekly Market Recap 2.19.19 - Weekly Market Recap 2.19.19.pdf
4 downloads 14-02-2019 16:44 Gates Glassel
Weekly Market Recap 2.11.19 - Weekly Market Recap 2.11.19.pdf
5 downloads 14-02-2019 16:44 Gates Glassel
Weekly Market Update 2.11.19 - Weekly Market Update 2.11.19.pdf
3 downloads 14-02-2019 16:43 Gates Glassel
Weekly Bond Market Review 2.11.19 - Weekly Bond Market Review 2.11.19.pdf
13 downloads 06-02-2019 21:25 Gates Glassel
4Q18_AEWM_Quarterly_Review - 4Q18_AEWM_Quarterly_Review.pdf
12 downloads 06-02-2019 21:24 Gates Glassel
731292_2019_Market_Outlook_Slides_Compliance_Comments_1.31.19 - 731292_2019_Market_Outlook_Slides_Compliance_Comments_1.31.19.pptx
3 downloads 06-02-2019 21:24 Gates Glassel
731292_2019_Market_Outlook_Slides_Compliance_Comments_1.31.19 - 731292_2019_Market_Outlook_Slides_Compliance_Comments_131191.pptx
3 downloads 06-02-2019 21:24 Gates Glassel
731292_2019_Market_Outlook_Slides_Compliance_Comments_1.31.19 - 731292_2019_Market_Outlook_Slides_Compliance_Comments_131192.pptx
7 downloads 06-02-2019 21:23 Gates Glassel
Weekly Market Recap 2.4.19 - Weekly Market Recap 2.4.19.pdf
5 downloads 06-02-2019 21:23 Gates Glassel
Weekly Market Update 2.4.19 - Weekly Market Update 2.4.19.pdf
3 downloads 06-02-2019 21:22 Gates Glassel
Weekly Bond Market Review 2.4.19 - Weekly Bond Market Review 2.4.19.pdf
7 downloads 30-01-2019 21:00 Gates Glassel
Weekly Market Recap 1.28.2019 - Weekly Market Recap 1.28.2019.pdf
6 downloads 30-01-2019 21:00 Gates Glassel
Weekly Market Update 1.28.2019 - Weekly Market Update 1.28.2019.pdf
13 downloads 30-01-2019 21:00 Gates Glassel
What Low Unemployment Means for the U.S. - WhatLowUnemploymentMeansforth U.S..pdf
5 downloads 30-01-2019 20:59 Gates Glassel
Bond Market Review 1.28.2019 - Bond Market Review 1.28.2019.pdf
4 downloads 30-01-2019 20:59 Gates Glassel
MMRP Quarterly Commentary 2018Q4 - MMRP Quarterly Commentary 2018Q4.pdf
47 downloads 30-01-2019 20:58 Gates Glassel
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
5 downloads 24-01-2019 21:08 Gates Glassel
Weekly Market Recap 1.21.2019 - Weekly Market Recap 1.21.2019.pdf
8 downloads 24-01-2019 21:08 Gates Glassel
Weekly Market Update 1.21.2019 - Weekly Market Update 1.21.2019.pdf
9 downloads 24-01-2019 21:07 Gates Glassel
MMRP Moderate as of 12.31.2018 - MMRP Moderate as of 12.31.2018 (1) (1).pdf
5 downloads 24-01-2019 21:07 Gates Glassel
MMRP Moderate with RT as of 12.31.2018 - MMRP Moderate with RT as of 12.31.2018 (1).pdf
7 downloads 24-01-2019 21:06 Gates Glassel
MMRP Growth with RT as of 12.31.2018 - MMRP Growth with RT as of 12.31.2018 (1).pdf
8 downloads 24-01-2019 21:05 Gates Glassel
MMRP Growth as of 12.31.18 - MMRP Growth as of 12.31.18 (1).pdf
25 downloads 24-01-2019 21:04 Gates Glassel
Inst'l Alpha One Pager as of 01.08.19 - Inst'l Alpha One Pager as of 01.08.19.pdf
32 downloads 24-01-2019 21:04 Gates Glassel
Inst'l Alpha Short One Pager as of 01.08.19 - Inst'l Alpha Short One Pager as of 01.08.19.pdf
39 downloads 24-01-2019 21:04 Gates Glassel
Institutional ETF Model One Pager as of 01.08.19 - Institutional ETF Model One Pager as of 01.08.19.pdf
6 downloads 24-01-2019 21:03 Gates Glassel
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
22 downloads 24-01-2019 21:03 Gates Glassel
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
5 downloads 16-01-2019 22:12 Gates Glassel
Weekly Market Recap 1.14.2019 - Weekly Market Recap 1.14.2019.pdf
8 downloads 16-01-2019 22:12 Gates Glassel
Weekly Market Update 1.14.2019 - Weekly Market Update 1.14.2019.pdf
10 downloads 16-01-2019 22:11 Gates Glassel
Bond Market Review 1.14.2019 - Bond Market Review 1.14.2019.pdf
12 downloads 16-01-2019 22:11 Gates Glassel
Brexit Deadline Nears - Brexit Deadline Nears.pdf
11 downloads 16-01-2019 22:11 Gates Glassel
January 2019 - January 2019.pdf
69 downloads 16-01-2019 22:10 Gates Glassel
AEWM Model Performance as of 12.31.2018 - AEWM Model Performance as of 12.31.2018.pdf
7 downloads 10-01-2019 19:24 Gates Glassel
Weekly Market Update 1.7.2019 - Weekly Market Update 1.7.2019.pdf
5 downloads 10-01-2019 19:23 Gates Glassel
Bond Market Review 1.7.2019 - Bond Market Review 1.7.2019.pdf
7 downloads 10-01-2019 19:23 Gates Glassel
Weekly Market Recap 1.7.2019 - Weekly Market Recap 1.7.2019.pdf
6 downloads 10-01-2019 19:15 Gates Glassel
Weekly Market Update 12.24.2018 - Weekly Market Update 12.24.2018.pdf
6 downloads 10-01-2019 19:15 Gates Glassel
Weekly Market Update 12.31.2018 - Weekly Market Update 12.31.2018.pdf
9 downloads 10-01-2019 19:14 Gates Glassel
Weekly Market Recap 12.24.2018 - Weekly Market Recap 12.24.2018.pdf
8 downloads 10-01-2019 19:12 Gates Glassel
Weekly Market Recap 1.2.2019 - Weekly Market Recap 1.2.2019.pdf
10 downloads 10-01-2019 19:07 Gates Glassel
How The China Stimulus Impacts Global Growth - How The China Stimulus Impacts Global Growth.pdf
6 downloads 04-01-2019 21:06 Gates Glassel
Weekly Market Recap 4.23.2018 - Weekly Market Recap 42320181.pdf
6 downloads 04-01-2019 21:05 Gates Glassel
Market Talk 1st Quarter 2018 - Market Talk 1st Quarter 20181.pdf
21 downloads 04-01-2019 21:05 Gates Glassel
Quarterly Review Q1 2018 (Advisor Facing Only) - Quarterly Review Q1 2018 (Advisor Facing Only)1.pdf
8 downloads 04-01-2019 21:04 Gates Glassel
Tariffs and Investment Strategy 4.19.2018 - Tariffs and Investment Strategy 41920181.pdf
5 downloads 04-01-2019 21:04 Gates Glassel
Bond Market Review 4.23.2018 - Bond Market Review 42320181.pdf
9 downloads 21-12-2018 17:26 Gates Glassel
Weekly Market Recap 12.17.2018 - Weekly Market Recap 12.17.2018.pdf
10 downloads 21-12-2018 17:26 Gates Glassel
Weekly Market Update 12.17.2018 - Weekly Market Update 12.17.2018.pdf
7 downloads 21-12-2018 17:25 Gates Glassel
Bond Market Review 12.17.2018 - Bond Market Review 12.17.2018.pdf
13 downloads 21-12-2018 17:25 Gates Glassel
December 2018 - December 2018.pdf
11 downloads 21-12-2018 17:25 Gates Glassel
Fidleity IRA Beneficiary Designation (1.719046.110) - Fidleity IRA Beneficiary Designation (1.719046.110).pdf
9 downloads 14-12-2018 16:53 Gates Glassel
Weekly Market Update 12.10.2018 - Weekly Market Update 12.10.2018.pdf
21 downloads 14-12-2018 16:52 Gates Glassel
Are We On The Verge Of A Financial Crisis - Are We On The Verge Of A Financial Crisis.pdf
8 downloads 14-12-2018 16:52 Gates Glassel
Wealth Advantage 12.7.2018 - Wealth Advantage 12.7.2018.pdf
9 downloads 14-12-2018 16:52 Gates Glassel
Weekly Market Recap 12.10.2018 - Weekly Market Recap 12.10.2018.pdf
95 downloads 12-12-2018 20:34 Gates Glassel
Special Market Update 12.10.18 - Market Update 12.10.18.pdf
13 downloads 10-12-2018 14:12 Gates Glassel
TD Institutional Disclosure Packet TDAI1113 - TD Institutional Disclosure Packet TDAI11132.pdf
19 downloads 06-12-2018 20:36 Gates Glassel
Women and Money - Women and Money.pdf
9 downloads 06-12-2018 20:35 Gates Glassel
Weekly Market Recap 12.3.2018 - Weekly Market Recap 12.3.2018.pdf
12 downloads 06-12-2018 20:35 Gates Glassel
Weekly Market Update 12.3.2018 - Weekly Market Update 12.3.2018.pdf
11 downloads 06-12-2018 20:34 Gates Glassel
Bond Market Review 12.3.2018 - Bond Market Review 12.3.2018.pdf
10 downloads 29-11-2018 16:56 Gates Glassel
Weekly Market Recap 11.26.2018 - Weekly Market Recap 11.26.2018.pdf
11 downloads 29-11-2018 16:56 Gates Glassel
Weekly Market Update 11.26.2018 - Weekly Market Update 11.26.2018.pdf
22 downloads 29-11-2018 16:55 Gates Glassel
Due Diligence Diversified Income - Due Diligence Diversified Income6.pdf
31 downloads 29-11-2018 16:55 Gates Glassel
Due Diligence Inst'l Alpha - Due Diligence Inst'l Alpha.pdf
12 downloads 29-11-2018 16:55 Gates Glassel
Due Diligence Inst'l ETF - Due Diligence Inst'l ETF.pdf
11 downloads 29-11-2018 16:54 Gates Glassel
3rd Party Distribution Verification Form - 3rd Party Distribution Verification Form.pdf
8 downloads 29-11-2018 16:39 Gates Glassel
Wealth Advantage 11.8.2018 - Wealth Advantage 11.8.2018.pdf
8 downloads 29-11-2018 16:39 Gates Glassel
Weekly Market Recap 11.19.2018 - Weekly Market Recap 11.19.2018.pdf
10 downloads 29-11-2018 16:39 Gates Glassel
Weekly Market Update 11.19.2018 - Weekly Market Update 11.19.2018.pdf
11 downloads 29-11-2018 16:38 Gates Glassel
Has The Housing Market Reached Its Peak - Has The Housing Market Reached Its Peak.pdf
8 downloads 29-11-2018 16:38 Gates Glassel
November 2018 - November 2018.pdf
10 downloads 29-11-2018 16:37 Gates Glassel
Bond Market Review 11.19.2018 - Bond Market Review 11.19.2018.pdf
14 downloads 20-11-2018 16:09 Gates Glassel
TD Beneficiary IRA Account Application TDAI4468 - TD Beneficiary IRA Account Application TDAI44683.pdf
75 downloads 15-11-2018 19:38 Gates Glassel
AEWM Model Performance as of 9.30.2018 - AEWM Model Performance as of 9.30.2018.pdf
17 downloads 15-11-2018 19:38 Gates Glassel
Weekly Market Recap 11.12.2018 - Weekly Market Recap 11.12.2018.pdf
12 downloads 15-11-2018 19:38 Gates Glassel
Weekly Market Update 11.12.2018 - Weekly Market Update 11.12.2018.pdf
12 downloads 12-11-2018 22:02 Gates Glassel
Weekly Market Update 11.5.2018 - Weekly Market Update 11.5.2018.pdf
31 downloads 12-11-2018 22:01 Gates Glassel
Quarterly Review Q3 2018 (Advisor Facing Only) - Quarterly Review Q3 2018 (Advisor Facing Only).pdf
21 downloads 12-11-2018 22:01 Gates Glassel
Volatility is Back - AEWM Diversified Income - Nov 2018 - Volatility is Back - AEWM Diversified Income - Nov 2018.pdf
11 downloads 12-11-2018 22:01 Gates Glassel
Weekly Market Recap 11.5.2018 - Weekly Market Recap 11.5.2018.pdf
12 downloads 12-11-2018 22:00 Gates Glassel
Bond Market Review 11.5.2018 - Bond Market Review 11.5.2018.pdf
8 downloads 12-11-2018 21:33 Gates Glassel
Weekly Market Update 10.15.2018 - Weekly Market Update 10.15.2018.pdf
13 downloads 12-11-2018 21:33 Gates Glassel
Weekly Market Update 10.22.2018 - Weekly Market Update 102220181.pdf
12 downloads 12-11-2018 21:33 Gates Glassel
Weekly Market Update 10.29.2018 - Weekly Market Update 10.29.2018.pdf
11 downloads 12-11-2018 21:32 Gates Glassel
Weekly Market Recap 10.22.2018 - Weekly Market Recap 102220181.pdf
18 downloads 12-11-2018 21:32 Gates Glassel
Weekly Market Recap 10.29.2018 - Weekly Market Recap 10.29.2018.pdf
11 downloads 12-11-2018 21:32 Gates Glassel
Weekly Market Update 10.8.2018 - Weekly Market Update 10820181.pdf
10 downloads 12-11-2018 21:31 Gates Glassel
Bond Market Review 10.29.2018 - Bond Market Review 10.29.2018.pdf
16 downloads 12-11-2018 21:31 Gates Glassel
Weekly Market Recap 10.8.2018 - Weekly Market Recap 10820181.pdf
15 downloads 12-11-2018 21:31 Gates Glassel
Weekly Market Recap 10.15.2018 - Weekly Market Recap 10.15.2018.pdf
11 downloads 12-11-2018 21:30 Gates Glassel
Bond Market Review 10.8.2018 - Bond Market Review 10820181.pdf
13 downloads 12-11-2018 21:30 Gates Glassel
Bond Market Review 10.15.2018 - Bond Market Review 10.15.2018.pdf
10 downloads 12-11-2018 21:30 Gates Glassel
Bond Market Review 10.22.2018 - Bond Market Review 102220181.pdf
10 downloads 12-11-2018 21:29 Gates Glassel
What To Do In A Market Correction - What To Do In A Market Correction.pdf
23 downloads 12-11-2018 21:29 Gates Glassel
What To Do In A Market Correction - What To Do In A Market Correction1.pdf
11 downloads 12-11-2018 21:29 Gates Glassel
AS Monthly October 2018 - AS Monthly October 2018.pdf
13 downloads 12-11-2018 21:28 Gates Glassel
Market Talk 3rd Quarter 2018 - Market Talk 3rd Quarter 2018.pdf
35 downloads 26-10-2018 19:06 Gates Glassel
Financial Planning - First Meeting Scratch Pad Template - Financial Planning - First Meeting Scratch Pad Template2.docx
17 downloads 26-10-2018 19:06 Gates Glassel
Weekly Market Recap 10.22.2018 - Weekly Market Recap 10.22.2018.pdf
12 downloads 26-10-2018 19:06 Gates Glassel
Weekly Market Update 10.22.2018 - Weekly Market Update 10.22.2018.pdf
14 downloads 26-10-2018 19:05 Gates Glassel
Bond Market Review 10.22.2018 - Bond Market Review 10.22.2018.pdf
33 downloads 26-10-2018 19:05 Gates Glassel
Financial Planning - Client Engagement Letter Template - Financial Planning - Client Engagement Letter Template.docx
14 downloads 26-10-2018 19:04 Gates Glassel
3 Reasons to Diversify - 3 Reasons to Diversify.pdf
73 downloads 24-10-2018 14:53 Gates Glassel
Client Account Agreement - IAR - IAR Client Agreement (10.23.18) (with suitability).pdf
41 downloads 24-10-2018 14:52 Gates Glassel
Co-Advisory Client Agreement - Co-Advisory Client Agreement (10.23.18).pdf
11 downloads 22-10-2018 14:40 Gates Glassel
MMRP Moderate with RT as of 9.30.2018 - MMRP Moderate with RT as of 9.30.2018.pdf
23 downloads 22-10-2018 14:39 Gates Glassel
MMRP Growth with RT as of 9.30.2018 - MMRP Growth with RT as of 9.30.2018.pdf
11 downloads 22-10-2018 14:39 Gates Glassel
MMRP Moderate as of 9.30.2018 - MMRP Moderate as of 9.30.2018.pdf
42 downloads 22-10-2018 14:39 Gates Glassel
MMRP Moderate Fact Sheet as of 9.30.2018 - MMRP Moderate Fact Sheet as of 9.30.2018.pdf
98 downloads 22-10-2018 14:38 Gates Glassel
Inst'l ETF OnePager with RT as of 10.10.2018 - Inst'l ETF OnePager with RT as of 10.10.2018.pdf
13 downloads 22-10-2018 14:38 Gates Glassel
MMRP Growth as of 9.30.2018 - MMRP Growth as of 9.30.2018.pdf
24 downloads 22-10-2018 14:38 Gates Glassel
MMRP Growth Fact Sheet as of 9.30.2018 - MMRP Growth Fact Sheet as of 9.30.2018.pdf
52 downloads 22-10-2018 14:37 Gates Glassel
Inst'l Alpha Short OnePager as of 10.10.2018 - Inst'l Alpha Short OnePager as of 10.10.2018.pdf
82 downloads 22-10-2018 14:37 Gates Glassel
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
49 downloads 22-10-2018 14:37 Gates Glassel
Inst'l ETF OnePager as of 10.10.2018 - Inst'l ETF OnePager as of 10.10.2018.pdf
50 downloads 22-10-2018 14:36 Gates Glassel
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
24 downloads 22-10-2018 14:36 Gates Glassel
Inst'l Alpha OnePager as of 10.10.2018 - Inst'l Alpha OnePager as of 10.10.2018.pdf
66 downloads 22-10-2018 14:36 Gates Glassel
Inst'l Alpha OnePager with RT as of 10.10.2018 - Inst'l Alpha OnePager with RT as of 10.10.2018.pdf
21 downloads 22-10-2018 14:35 Gates Glassel
Diversified Income Model Update - October 2018 - Diversified Income Model Update - October 2018.pdf
45 downloads 22-10-2018 14:35 Gates Glassel
Diversified Income OnePager as of 10.10.2018 - Diversified Income OnePager as of 10.10.2018.pdf
62 downloads 22-10-2018 14:35 Gates Glassel
Diversified Income OnePager with RT as of 10.10.2018 - Diversified Income OnePager with RT as of 10.10.2018.pdf
16 downloads 22-10-2018 14:35 Gates Glassel
Inst'l Alpha Mercer TWIN OnePager as of 10.10.2018 - Inst'l Alpha Mercer TWIN OnePager as of 10.10.2018.pdf
11 downloads 19-10-2018 19:20 Gates Glassel
Weekly Market Recap 10.15.18 - Weekly Market Recap 10.15.18.pdf
14 downloads 17-10-2018 19:35 Gates Glassel
Weekly Bond Market Review 10-15-18 - Weekly Bond Market Review 10-15-18.pdf
13 downloads 17-10-2018 19:35 Gates Glassel
Weekly Market Update 10-15-18 - Weekly Market Update 10-15-18.pdf
14 downloads 17-10-2018 19:13 Gates Glassel
Weekly Market Recap 10.8.2018 - Weekly Market Recap 10.8.2018.pdf
10 downloads 17-10-2018 19:13 Gates Glassel
Weekly Market Update 10.8.2018 - Weekly Market Update 10.8.2018.pdf
9 downloads 17-10-2018 19:12 Gates Glassel
Bond Market Review 10.8.2018 - Bond Market Review 10.8.2018.pdf
16 downloads 17-10-2018 19:12 Gates Glassel
October 2018 - October 2018.pdf
15 downloads 09-10-2018 16:30 Gates Glassel
Weekly Market Recap 10.1.2018 - Weekly Market Recap 10.1.2018.pdf
13 downloads 09-10-2018 16:30 Gates Glassel
Weekly Market Update 10.1.2018 - Weekly Market Update 10.1.2018.pdf
19 downloads 09-10-2018 16:30 Gates Glassel
How To Avoid Bad Investment Advice - How To Avoid Bad Investment Advice.pdf
10 downloads 09-10-2018 16:29 Gates Glassel
Bond Market Review 10.1.2018 - Bond Market Review 10.1.2018.pdf
13 downloads 25-09-2018 20:57 Gates Glassel
Weekly Market Update 9.24.2018 - Weekly Market Update 9.24.2018.pdf
9 downloads 25-09-2018 20:56 Gates Glassel
Bond Market Review 9.24.2018 - Bond Market Review 9.24.2018.pdf
17 downloads 25-09-2018 20:56 Gates Glassel
How to Pay for Long-Term Care - How to Pay for Long-Term Care.pdf
12 downloads 25-09-2018 20:56 Gates Glassel
Weekly Market Recap 9.24.2018 - Weekly Market Recap 9.24.2018.pdf
11 downloads 25-09-2018 16:52 Gates Glassel
Weekly Market Recap 9.17.2018 - Weekly Market Recap 9.17.2018.pdf
11 downloads 25-09-2018 16:52 Gates Glassel
Weekly Market Update 9.17.2018 - Weekly Market Update 9.17.2018.pdf
10 downloads 25-09-2018 16:51 Gates Glassel
Bond Market Review 9.17.2018 - Bond Market Review 9.17.2018.pdf
12 downloads 25-09-2018 16:51 Gates Glassel
Wealth Advantage 9.13.2018 - Wealth Advantage 9.13.2018.pdf
14 downloads 18-09-2018 19:16 Gates Glassel
Weekly Market Update 9.4.2018 - Weekly Market Update 9.4.2018.pdf
19 downloads 18-09-2018 19:16 Gates Glassel
Weekly Market Update 9.10.2018 - Weekly Market Update 9.10.2018.pdf
10 downloads 18-09-2018 19:15 Gates Glassel
Weekly Market Recap 9.4.2018 - Weekly Market Recap 9.4.2018.pdf
14 downloads 18-09-2018 19:15 Gates Glassel
Weekly Market Recap 9.10.2018 - Weekly Market Recap 9.10.2018.pdf
15 downloads 18-09-2018 19:14 Gates Glassel
AEWM Kirk Stewart Sept 2018 - AEWM Kirk Stewart Sept 2018.pdf
11 downloads 18-09-2018 19:14 Gates Glassel
Bond Market Review 9.10.2018 - Bond Market Review 9.10.2018.pdf
19 downloads 18-09-2018 19:14 Gates Glassel
September 2018 - September 2018.pdf
17 downloads 18-09-2018 19:13 Gates Glassel
AEWM David Vaughn Sept 2018 - AEWM David Vaughn Sept 2018.pdf
24 downloads 18-09-2018 19:13 Gates Glassel
AEWM John Imming Sept 2018 - AEWM John Imming Sept 2018.pdf
13 downloads 18-09-2018 19:13 Gates Glassel
AEWM Kevin Thornton Sept 2018 - AEWM Kevin Thornton Sept 2018.pdf
23 downloads 18-09-2018 19:12 Gates Glassel
Midterm Elections - Midterm Elections.pdf
41 downloads 10-09-2018 18:56 Gates Glassel
Client Account Agreement - IAR - Client Account Agreement - IAR.pdf
33 downloads 10-09-2018 18:56 Gates Glassel
Co-Advisory Client Agreement - Co-Advisory Client Agreement3.pdf
14 downloads 04-09-2018 20:45 Gates Glassel
Fidelity Remote Check Deposit - Advisor Process - Fidelity Remote Check Deposit - Advisor Process.pdf
17 downloads 29-08-2018 18:46 Gates Glassel
Weekly Market Recap 8.27.2018 - Weekly Market Recap 8.27.2018.pdf
17 downloads 29-08-2018 18:46 Gates Glassel
Weekly Market Update 8.27.2018 - Weekly Market Update 8.27.2018.pdf
11 downloads 29-08-2018 18:45 Gates Glassel
Bond Market Review 8.27.2018 - Bond Market Review 8.27.2018.pdf
24 downloads 29-08-2018 18:45 Gates Glassel
Lifetime Income- Options, Misperceptions and Realities - Lifetime Income- Options Misperceptions and Realities.pdf
15 downloads 22-08-2018 18:59 Gates Glassel
Bond Market Review 8.20.2018 - Bond Market Review 8.20.2018.pdf
18 downloads 22-08-2018 18:59 Gates Glassel
Weekly Market Recap 8.20.2018 - Weekly Market Recap 8.20.2018.pdf
17 downloads 22-08-2018 18:59 Gates Glassel
Weekly Market Update 8.20.2018 - Weekly Market Update 8.20.2018.pdf
163 downloads 22-08-2018 18:58 Gates Glassel
2Q18 Sterling Brochure - 2Q18 Sterling Brochure.pdf
111 downloads 22-08-2018 18:58 Gates Glassel
2Q18 Sterling Firm Overview - 2Q18 Sterling Firm Overview.pdf
102 downloads 15-08-2018 16:05 Gates Glassel
Diversified Income Q3 Snapshot - Diversified Income Q3 Snapshot.pdf
13 downloads 14-08-2018 19:01 Gates Glassel
Weekly Market Recap 8.13.2018 - Weekly Market Recap 8.13.2018.pdf
16 downloads 14-08-2018 19:01 Gates Glassel
Weekly Market Update 8.13.2018 - Weekly Market Update 8.13.2018.pdf
14 downloads 14-08-2018 19:00 Gates Glassel
U.S. Trade Update - U.S. Trade Update.pdf
21 downloads 14-08-2018 19:00 Gates Glassel
U.S. Trade Update - US Trade Update1.pdf
16 downloads 14-08-2018 18:59 Gates Glassel
August 2018 - August 2018.pdf
14 downloads 14-08-2018 18:59 Gates Glassel
Bond Market Review 8.13.2018 - Bond Market Review 8.13.2018.pdf
14 downloads 08-08-2018 15:35 Gates Glassel
Weekly Market Update 8.6.2018 - Weekly Market Update 8.6.2018.pdf
13 downloads 08-08-2018 15:34 Gates Glassel
Bond Market Review 8.6.2018 - Bond Market Review 8.6.2018.pdf
21 downloads 08-08-2018 15:34 Gates Glassel
Weekly Market Recap 7.30.2018 - Weekly Market Recap 7.30.2018.pdf
15 downloads 08-08-2018 15:34 Gates Glassel
Weekly Market Recap 8.6.2018 - Weekly Market Recap 8.6.2018.pdf
15 downloads 08-08-2018 15:34 Gates Glassel
Weekly Market Update 7.30.2018 - Weekly Market Update 7.30.2018.pdf
17 downloads 08-08-2018 15:33 Gates Glassel
MMRP Moderate with RT as of 6.30.2018 - MMRP Moderate with RT as of 6.30.2018.pdf
15 downloads 08-08-2018 15:33 Gates Glassel
The Wealth Advantage 8.2.2018 - The Wealth Advantage 8.2.2018.pdf
14 downloads 08-08-2018 15:32 Gates Glassel
MMRP Growth as of 6.30.2018 - MMRP Growth as of 6.30.2018.pdf
14 downloads 08-08-2018 15:32 Gates Glassel
MMRP Growth with RT as of 6.30.2018 - MMRP Growth with RT as of 6.30.2018.pdf
15 downloads 08-08-2018 15:32 Gates Glassel
MMRP Moderate as of 6.30.2018 - MMRP Moderate as of 6.30.2018.pdf
51 downloads 31-07-2018 18:20 Gates Glassel
Institutional Alpha Income & Growth as of 7.11.2018 - Institutional Alpha Income & Growth as of 71120183.pdf
20 downloads 31-07-2018 14:48 Gates Glassel
Weekly Market Update 07.30.18 - Weekly Market Update 07.30.18.pdf
32 downloads 25-07-2018 20:57 Gates Glassel
Institutional ETF Income as of 7.11.2018 - Institutional ETF Income as of 7.11.2018.pdf
34 downloads 25-07-2018 20:57 Gates Glassel
Institutional ETF Income Primary as of 7.11.2018 - Institutional ETF Income Primary as of 7.11.2018.pdf
28 downloads 25-07-2018 20:56 Gates Glassel
Institutional ETF Fixed Income as of 7.11.2018 - Institutional ETF Fixed Income as of 7.11.2018.pdf
74 downloads 25-07-2018 20:56 Gates Glassel
Institutional ETF Growth as of 7.11.2018 - Institutional ETF Growth as of 7.11.2018.pdf
49 downloads 25-07-2018 20:56 Gates Glassel
Institutional ETF Income & Growth as of 7.11.2018 - Institutional ETF Income & Growth as of 7.11.2018.pdf
23 downloads 25-07-2018 20:55 Gates Glassel
Inst'l ETF OnePager with RT as of 7.11.2018 - Inst'l ETF OnePager with RT as of 71120181.pdf
62 downloads 25-07-2018 20:55 Gates Glassel
Institutional ETF Aggressive Growth as of 7.11.2018 - Institutional ETF Aggressive Growth as of 7.11.2018.pdf
59 downloads 25-07-2018 20:55 Gates Glassel
Institutional ETF Balanced as of 7.11.2018 - Institutional ETF Balanced as of 7.11.2018.pdf
23 downloads 25-07-2018 20:54 Gates Glassel
Inst'l ETF OnePager as of 7.11.2018 - Inst'l ETF OnePager as of 71120181.pdf
20 downloads 25-07-2018 20:50 Gates Glassel
Institutional Alpha Income as of 7.11.2018 - Institutional Alpha Income as of 71120181.pdf
21 downloads 25-07-2018 20:50 Gates Glassel
Institutional Alpha Income Primary as of 7.11.2018 - Institutional Alpha Income Primary as of 71120181.pdf
221 downloads 25-07-2018 20:50 Gates Glassel
AEWM Model Performance as of 6.30.2018 - AEWM Model Performance as of 63020181.pdf
17 downloads 25-07-2018 20:49 Gates Glassel
Institutional Alpha Growth as of 7.11.2018 - Institutional Alpha Growth as of 71120181.pdf
17 downloads 25-07-2018 20:49 Gates Glassel
Institutional Alpha Income & Growth as of 7.11.2018 - Institutional Alpha Income & Growth as of 71120182.pdf
17 downloads 25-07-2018 20:48 Gates Glassel
Institutional Alpha Fixed Income as of 7.11.2018 - Institutional Alpha Fixed Income as of 71120181.pdf
17 downloads 25-07-2018 20:47 Gates Glassel
Institutional Alpha Balanced as of 7.11.2018 - Institutional Alpha Balanced as of 71120181.pdf
18 downloads 25-07-2018 20:46 Gates Glassel
Inst'l Alpha Short OnePager with RT as of 7.11.2018 - Inst'l Alpha Short OnePager with RT as of 71120181.pdf
21 downloads 25-07-2018 20:46 Gates Glassel
Institutional Alpha Aggressive Growth as of 7.11.2018 - Institutional Alpha Aggressive Growth as of 71120181.pdf
22 downloads 25-07-2018 20:45 Gates Glassel
Inst'l Alpha OnePager as of 7.11.2018 - Inst'l Alpha OnePager as of 71120181.pdf
18 downloads 25-07-2018 20:45 Gates Glassel
Inst'l Alpha OnePager with RT as of 7.11.2018 - Inst'l Alpha OnePager with RT as of 71120181.pdf
21 downloads 25-07-2018 20:45 Gates Glassel
Inst'l Alpha Short OnePager as of 7.11.2018 - Inst'l Alpha Short OnePager as of 71120181.pdf
29 downloads 25-07-2018 20:07 Gates Glassel
2nd Quarter Market Talk 2018 - 2nd Quarter Market Talk.pdf
17 downloads 24-07-2018 18:40 Gates Glassel
Weekly Market Update 7.16.2018 - Weekly Market Update 7.16.2018.pdf
18 downloads 24-07-2018 18:40 Gates Glassel
Weekly Market Update 7.23.2018 - Weekly Market Update 7.23.2018.pdf
17 downloads 24-07-2018 18:39 Gates Glassel
Weekly Market Recap 7.16.2018 - Weekly Market Recap 7.16.2018.pdf
28 downloads 24-07-2018 18:39 Gates Glassel
Weekly Market Recap 7.23.2018 - Weekly Market Recap 7.23.2018.pdf
17 downloads 24-07-2018 18:38 Gates Glassel
Bond Market Review 7.23.2018 - Bond Market Review 7.23.2018.pdf
23 downloads 24-07-2018 18:38 Gates Glassel
July 2018 - July 2018.pdf
41 downloads 24-07-2018 18:38 Gates Glassel
Quarterly Review Q2 2018 (Advisor Facing Only) - Quarterly Review Q2 2018 (Advisor Facing Only).pdf
31 downloads 24-07-2018 18:37 Gates Glassel
MMRP Moderate Fact Sheet as of 6.30.2018 - MMRP Moderate Fact Sheet as of 6.30.2018.pdf
26 downloads 24-07-2018 18:37 Gates Glassel
MMRP Quarterly Commentary Q2 2018 - MMRP Quarterly Commentary Q2 2018.pdf
18 downloads 24-07-2018 18:37 Gates Glassel
Bond Market Review 7.16.2018 - Bond Market Review 7.16.2018.pdf
63 downloads 24-07-2018 18:36 Gates Glassel
Inst'l ETF OnePager with RT as of 7.11.2018 - Inst'l ETF OnePager with RT as of 7.11.2018.pdf
43 downloads 24-07-2018 18:36 Gates Glassel
MMRP Growth Fact Sheet as of 6.30.2018 - MMRP Growth Fact Sheet as of 6.30.2018.pdf
32 downloads 24-07-2018 18:35 Gates Glassel
Institutional Alpha Income as of 7.11.2018 - Institutional Alpha Income as of 7.11.2018.pdf
42 downloads 24-07-2018 18:35 Gates Glassel
Institutional Alpha Income Primary as of 7.11.2018 - Institutional Alpha Income Primary as of 7.11.2018.pdf
51 downloads 24-07-2018 18:35 Gates Glassel
Inst'l ETF OnePager as of 7.11.2018 - Inst'l ETF OnePager as of 7.11.2018.pdf
89 downloads 24-07-2018 18:34 Gates Glassel
Institutional Alpha Growth as of 7.11.2018 - Institutional Alpha Growth as of 7.11.2018.pdf
21 downloads 24-07-2018 18:34 Gates Glassel
Institutional Alpha Income & Growth as of 7.11.2018 - Institutional Alpha Income & Growth as of 71120181.pdf
97 downloads 24-07-2018 18:33 Gates Glassel
Institutional Alpha Balanced as of 7.11.2018 - Institutional Alpha Balanced as of 7.11.2018.pdf
36 downloads 24-07-2018 18:33 Gates Glassel
Institutional Alpha Fixed Income as of 7.11.2018 - Institutional Alpha Fixed Income as of 7.11.2018.pdf
57 downloads 24-07-2018 18:32 Gates Glassel
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
83 downloads 24-07-2018 18:32 Gates Glassel
Institutional Alpha Aggressive Growth as of 7.11.2018 - Institutional Alpha Aggressive Growth as of 7.11.2018.pdf
40 downloads 24-07-2018 18:31 Gates Glassel
Inst'l Alpha OnePager as of 7.11.2018 - Inst'l Alpha OnePager as of 7.11.2018.pdf
54 downloads 24-07-2018 18:31 Gates Glassel
Inst'l Alpha OnePager with RT as of 7.11.2018 - Inst'l Alpha OnePager with RT as of 7.11.2018.pdf
67 downloads 24-07-2018 18:31 Gates Glassel
Inst'l Alpha Short OnePager as of 7.11.2018 - Inst'l Alpha Short OnePager as of 7.11.2018.pdf
50 downloads 24-07-2018 18:30 Gates Glassel
Diversified Income OnePager with RT as of 7.11.2018 - Diversified Income OnePager with RT as of 7.11.2018.pdf
82 downloads 24-07-2018 18:30 Gates Glassel
Diversified Income Snapshot as of 7.11.2018 - Diversified Income Snapshot as of 7.11.2018.pdf
22 downloads 24-07-2018 18:29 Gates Glassel
AEWM Model Performance as of 6.30.2018 - AEWM Model Performance as of 6.30.2018.pdf
27 downloads 24-07-2018 18:29 Gates Glassel
Diversified Income Model Update - July 2018 - Diversified Income Model Update - July 2018.pdf
72 downloads 24-07-2018 18:29 Gates Glassel
Diversified Income OnePager as of 7.11.2018 - Diversified Income OnePager as of 7.11.2018.pdf
28 downloads 24-07-2018 18:28 Gates Glassel
3 Reasons to Own Life Insurance - 3 Reasons to Own Life Insurance.pdf
86 downloads 24-07-2018 18:28 Gates Glassel
Dave Ramsey Simulations - Dave Ramsey Simulations.pdf
42 downloads 11-07-2018 19:34 Gates Glassel
The Wealth Advantage 7.5.2018 - The Wealth Advantage 7.5.2018.pdf
29 downloads 11-07-2018 19:34 Gates Glassel
Weekly Market Recap 7.9.2018 - Weekly Market Recap 7.9.2018.pdf
26 downloads 11-07-2018 19:34 Gates Glassel
Weekly Market Update 7.9.2018 - Weekly Market Update 7.9.2018.pdf
29 downloads 03-07-2018 15:21 Gates Glassel
Fidelity Personal Withdrawal Service Nonretirement (1.771658.107) - Fidelity Personal Withdrawal Service Nonretirement (1.771658.107).pdf
39 downloads 03-07-2018 15:20 Gates Glassel
Fidelity IRA Periodic Distribution Request (1.735280.114) - Fidelity IRA Periodic Distribution Request (1.735280.114).pdf
29 downloads 03-07-2018 15:20 Gates Glassel
Fidelity One Time Check Request (1.9890536.100) - Fidelity One Time Check Request (1.9890536.100).pdf
26 downloads 03-07-2018 15:20 Gates Glassel
Fidelity One Time EFT or Bank Wire Request (1.9884987.100) - Fidelity One Time EFT or Bank Wire Request (1.9884987.100).pdf
28 downloads 03-07-2018 15:19 Gates Glassel
Weekly Market Recap 7.2.2018 - Weekly Market Recap 7.2.2018.pdf
31 downloads 03-07-2018 15:19 Gates Glassel
Weekly Market Update 7.2.2018 - Weekly Market Update 7.2.2018.pdf
20 downloads 03-07-2018 15:19 Gates Glassel
Weekly Market Update 7.2.2018 - Weekly Market Update 7220181.pdf
33 downloads 03-07-2018 15:19 Gates Glassel
Fidelity IRA One Time Distribution Request (1.735279.120) - Fidelity IRA One Time Distribution Request (1.735279.120).pdf
27 downloads 03-07-2018 15:18 Gates Glassel
Bond Market Review 7.2.2018 - Bond Market Review 7.2.2018.pdf
37 downloads 03-07-2018 15:18 Gates Glassel
Things to Consider About Mutual Funds - Things to Consider About Mutual Funds.pdf
10 downloads 03-07-2018 14:57 Gates Glassel
Weekly Market Recap 6.25.2018 - Weekly Market Recap 6.25.2018.pdf
24 downloads 03-07-2018 14:57 Gates Glassel
Weekly Market Update 6.25.2018 - Weekly Market Update 6.25.2018.pdf
31 downloads 03-07-2018 14:56 Gates Glassel
Inst'l Alpha Short Duration OnePager as of 6.5.2018 - Inst'l Alpha Short Duration OnePager as of 6.5.2018.pdf
22 downloads 03-07-2018 14:56 Gates Glassel
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
53 downloads 03-07-2018 14:56 Gates Glassel
Platform Pricing - Platform Pricing1.pdf
14 downloads 03-07-2018 14:55 Gates Glassel
Bond Market Review 6.25.2018 - Bond Market Review 6.25.2018.pdf
66 downloads 03-07-2018 14:54 Gates Glassel
Fidelity Standing Payment Instructions Form (1.821624.115) - Fidelity Standing Payment Instructions Form (1.821624.115).pdf
29 downloads 26-06-2018 18:39 Gates Glassel
WR 6.14.2018 - WR 6.14.2018.pdf
15 downloads 26-06-2018 18:38 Gates Glassel
Bond Market Review 6.18.2018 - Bond Market Review 6.18.2018.pdf
14 downloads 26-06-2018 18:38 Gates Glassel
Weekly Market Recap 6.18.2018 - Weekly Market Recap 6.18.2018.pdf
14 downloads 26-06-2018 18:38 Gates Glassel
Weekly Market Update 6.18.2018 - Weekly Market Update 6.18.2018.pdf
29 downloads 19-06-2018 18:48 Gates Glassel
Weekly Market Recap 6.11.2018 - Weekly Market Recap 6.11.2018.pdf
27 downloads 19-06-2018 18:48 Gates Glassel
Weekly Market Update 6.11.2018 - Weekly Market Update 6.11.2018.pdf
36 downloads 19-06-2018 18:47 Gates Glassel
The Value of Value Investing - The Value of Value Investing.pdf
23 downloads 19-06-2018 18:47 Gates Glassel
Wealth Advantage 6.7.2018 - Wealth Advantage 6.7.2018.pdf
40 downloads 19-06-2018 18:46 Gates Glassel
June 2018 - June 2018.pdf
20 downloads 19-06-2018 18:46 Gates Glassel
Strategies for a Rising Interest Rate Environment - June 2018 - Strategies for a Rising Interest Rate Environment - June 2018.pdf
25 downloads 19-06-2018 18:46 Gates Glassel
The Fed Moves Again - June 2018 - The Fed Moves Again - June 2018.pdf
22 downloads 19-06-2018 18:46 Gates Glassel
The Fed Moves Again - June 2018 - The Fed Moves Again - June 20181.pdf
66 downloads 19-06-2018 18:45 Gates Glassel
AEWM Welcome Guide - AEWM Welcome Guide.pdf
35 downloads 06-06-2018 21:24 Gates Glassel
Weekly Market Recap 6.4.2018 - Weekly Market Recap 6.4.2018.pdf
32 downloads 06-06-2018 21:24 Gates Glassel
Weekly Market Update 6.4.2018 - Weekly Market Update 6.4.2018.pdf
38 downloads 06-06-2018 21:23 Gates Glassel
Bond Market Review 6.4.2018 - Bond Market Review 6.4.2018.pdf
43 downloads 06-06-2018 21:23 Gates Glassel
The Impact of Rising Oil Prices 5.31.2018 - The Impact of Rising Oil Prices 5.31.2018.pdf
44 downloads 30-05-2018 19:04 Gates Glassel
Weekly Market Recap 5.29.2018 - Weekly Market Recap 5.29.2018.pdf
37 downloads 30-05-2018 19:04 Gates Glassel
Weekly Market Update 5.29.2018 - Weekly Market Update 5.29.2018.pdf
72 downloads 30-05-2018 19:03 Gates Glassel
Diversified Income Snapshot as of 4.9.2018 - Diversified Income Snapshot as of 4.9.2018.pdf
242 downloads 23-05-2018 19:15 Gates Glassel
Financial Planning - First Meeting Scratch Pad Template - Financial Planning - First Meeting Scratch Pad Template1.docx
156 downloads 23-05-2018 19:15 Gates Glassel
Ibbotson FIA Whitepaper - Ibbotson FIA Whitepaper.pdf
196 downloads 23-05-2018 19:14 Gates Glassel
Financial Planning - Client Engagement Letter Template - Financial Planning - Client Engagement Letter Template1.DOCX
40 downloads 23-05-2018 19:12 Gates Glassel
Weekly Market Recap 5.21.2018 - Weekly Market Recap 5.21.2018.pdf
35 downloads 23-05-2018 19:12 Gates Glassel
Weekly Market Update 5.21.2018 - Weekly Market Update 5.21.2018.pdf
34 downloads 23-05-2018 19:11 Gates Glassel
Bond Market Review 5.21.2018 - Bond Market Review 5.21.2018.pdf
52 downloads 23-05-2018 19:11 Gates Glassel
Dividend Stocks for Retirees - Dividend Stocks for Retirees.pdf
73 downloads 18-05-2018 21:35 Gates Glassel
Inst'l ETF Due Diligence 3.31.2018 - Inst'l ETF Due Diligence 3.31.2018.pdf
78 downloads 18-05-2018 21:35 Gates Glassel
Milliman Due Diligence 3.31.2018 - Milliman Due Diligence 3.31.2018.pdf
87 downloads 18-05-2018 21:34 Gates Glassel
Diversified Income Due Diligence 3.31.2018 - Diversified Income Due Diligence 3.31.2018.pdf
104 downloads 18-05-2018 21:34 Gates Glassel
Inst'l Alpha Due Diligence 3.31.2018 - Inst'l Alpha Due Diligence 3.31.2018.pdf
50 downloads 18-05-2018 15:01 Gates Glassel
Weekly Market Update 5.14.2018 - Weekly Market Update 51420181.pdf
48 downloads 15-05-2018 20:18 Gates Glassel
Weekly Market Recap 5.14.2018 - Weekly Market Recap 5.14.2018.pdf
49 downloads 15-05-2018 20:18 Gates Glassel
Weekly Market Update 5.14.2018 - Weekly Market Update 5.14.2018.pdf
53 downloads 15-05-2018 20:15 Gates Glassel
Bond Market Review 5.14.2018 - Bond Market Review 5.14.2018.pdf
48 downloads 15-05-2018 20:15 Gates Glassel
May 2018 - May 2018.pdf
59 downloads 15-05-2018 20:10 Gates Glassel
Standard AEWM Models - Standard AEWM Models.pdf
53 downloads 15-05-2018 20:09 Gates Glassel
Non-Allocated Accounts - Non-Allocated Accounts.pdf
52 downloads 15-05-2018 20:09 Gates Glassel
Premium Models - Premium Models.pdf
53 downloads 15-05-2018 20:08 Gates Glassel
Managed Alternative Accounts - Managed Alternative Accounts.pdf
79 downloads 15-05-2018 20:07 Gates Glassel
Advisor Managed Accounts - Advisor Managed Accounts.pdf
75 downloads 15-05-2018 20:07 Gates Glassel
Alternative Accounts - Alternative Accounts.pdf
68 downloads 15-05-2018 20:07 Gates Glassel
Client Managed Accounts - Client Managed Accounts.pdf
48 downloads 15-05-2018 20:07 Gates Glassel
Client Managed Accounts - Client Managed Accounts1.pdf
59 downloads 15-05-2018 20:06 Gates Glassel
The Wealth Advantage 5.10.2018 - The Wealth Advantage 5.10.2018.pdf
45 downloads 09-05-2018 15:42 Gates Glassel
Weekly Market Update 5.7.2018 - Weekly Market Update 5.7.2018.pdf
65 downloads 09-05-2018 15:41 Gates Glassel
Speculator or Investor - Speculator or Investor.pdf
41 downloads 09-05-2018 15:41 Gates Glassel
Weekly Market Recap 5.7.2018 - Weekly Market Recap 5.7.2018.pdf
43 downloads 09-05-2018 15:40 Gates Glassel
David Bach’s Best and Worst Investments - WSJ - David Bach’s Best and Worst Investments - WSJ.pdf
40 downloads 09-05-2018 15:40 Gates Glassel
David Bach’s Best and Worst Investments - WSJ - David Bach’s Best and Worst Investments - WSJ1.pdf
38 downloads 09-05-2018 15:39 Gates Glassel
Bond Market Review 5.7.2018 - Bond Market Review 5.7.2018.pdf
36 downloads 02-05-2018 21:09 Gates Glassel
Bond Market Review 4.30.2018 - Bond Market Review 4.30.2018.pdf
43 downloads 01-05-2018 16:48 Gates Glassel
Weekly Market Recap 4.30.2018 - Weekly Market Recap 4.30.2018.pdf
42 downloads 01-05-2018 16:48 Gates Glassel
Weekly Market Update 4.30.2018 - Weekly Market Update 4.30.2018.pdf
42 downloads 25-04-2018 15:29 Gates Glassel
Weekly Market Update 4.23.2018 - Weekly Market Update 4.23.2018.pdf
41 downloads 25-04-2018 15:28 Gates Glassel
Weekly Market Recap 4.23.2018 - Weekly Market Recap 4.23.2018.pdf
56 downloads 25-04-2018 15:27 Gates Glassel
Market Talk 1st Quarter 2018 - Market Talk 1st Quarter 2018.pdf
80 downloads 25-04-2018 15:27 Gates Glassel
Quarterly Review Q1 2018 (Advisor Facing Only) - Quarterly Review Q1 2018 (Advisor Facing Only).pdf
38 downloads 25-04-2018 15:26 Gates Glassel
Bond Market Review 4.23.2018 - Bond Market Review 4.23.2018.pdf
191 downloads 25-04-2018 15:25 Gates Glassel
1Q18 AEWM Quarterly Review - 1Q18 AEWM Quarterly Review.pptx
49 downloads 25-04-2018 15:25 Gates Glassel
Tariffs and Investment Strategy 4.19.2018 - Tariffs and Investment Strategy 4.19.2018.pdf
50 downloads 23-04-2018 21:07 Gates Glassel
ETF Income & Growth as of 4.9.2018 - ETF Income and Growth as of 4.9.2018.pdf
47 downloads 20-04-2018 20:14 Gates Glassel
ETF Income - ETF Income.pdf
79 downloads 20-04-2018 20:12 Gates Glassel
ETF Growth - ETF Growth.pdf
42 downloads 20-04-2018 20:12 Gates Glassel
ETF Income Primary - ETF Income Primary.pdf
47 downloads 20-04-2018 20:11 Gates Glassel
ETF Fixed Income - ETF Fixed Income.pdf
71 downloads 20-04-2018 20:10 Gates Glassel
ETF Balanced - ETF Balanced.pdf
60 downloads 20-04-2018 20:09 Gates Glassel
Institutional Alpha - Income Primary as of 4.9.2018 - Institutional Alpha - Income Primary as of 4.9.2018.pdf
96 downloads 20-04-2018 20:09 Gates Glassel
ETF Aggressive Growth - ETF Aggressive Growth.pdf
49 downloads 20-04-2018 20:08 Gates Glassel
Institutional Alpha - Income as of 4.9.2018 - Institutional Alpha - Income as of 4.9.2018.pdf
91 downloads 20-04-2018 20:06 Gates Glassel
Institutional Alpha - Growth as of 4.9.2018 - Institutional Alpha - Growth as of 4.9.2018.pdf
53 downloads 20-04-2018 20:06 Gates Glassel
Institutional Alpha - Income & Growth as of 4.9.2018 - Institutional Alpha - Income & Growth as of 4.9.2018.pdf
96 downloads 20-04-2018 20:05 Gates Glassel
Institutional Alpha - Balanced as of 4.9.2018 - Institutional Alpha - Balanced as of 4.9.2018.pdf
48 downloads 20-04-2018 20:05 Gates Glassel
Institutional Alpha - Fixed Income as of 4.9.2018 - Institutional Alpha - Fixed Income as of 4.9.2018.pdf
77 downloads 20-04-2018 20:04 Gates Glassel
Diversified Income - Diversified Income.pdf
84 downloads 20-04-2018 20:04 Gates Glassel
Institutional Alpha - Aggressive Growth as of 4.9.2018 - Institutional Alpha - Aggressive Growth as of 4.9.2018.pdf
81 downloads 18-04-2018 19:09 Gates Glassel
Inst'l ETF OnePager as of 4.9.2018 - Inst'l ETF OnePager as of 4.9.2018.pdf
61 downloads 18-04-2018 19:09 Gates Glassel
Inst'l ETF OnePager with RT as of 4.9.2018 - Inst'l ETF OnePager with RT as of 4.9.2018.pdf
122 downloads 18-04-2018 19:08 Gates Glassel
Inst'l Alpha OnePager as of 4.9.2018 - Inst'l Alpha OnePager as of 4.9.2018.pdf
87 downloads 18-04-2018 19:08 Gates Glassel
Inst'l Alpha OnePager with RT as of 4.9.2018 - Inst'l Alpha OnePager with RT as of 4.9.2018.pdf
92 downloads 18-04-2018 19:07 Gates Glassel
Diversified Income OnePager as of 4.9.2018 - Diversified Income OnePager as of 4.9.2018.pdf
63 downloads 18-04-2018 19:07 Gates Glassel
Diversified Income OnePager with RT as of 4.9.2018 - Diversified Income OnePager with RT as of 4.9.2018.pdf
42 downloads 17-04-2018 19:35 Gates Glassel
Weekly Market Update 4.16.2018 - Weekly Market Update 4.16.2018.pdf
35 downloads 17-04-2018 19:34 Gates Glassel
Weekly Bond Market Review 4.16.2018 - Weekly Bond Market Review 4.16.2018.pdf
42 downloads 17-04-2018 19:34 Gates Glassel
Weekly Market Recap 4.16.2018 - Weekly Market Recap 4.16.2018.pdf
52 downloads 17-04-2018 19:33 Gates Glassel
April 2018 - April 2018.pdf
47 downloads 17-04-2018 19:33 Gates Glassel
International Equity Investing Perspectives April 2018 - International Equity Investing Perspectives April 2018.pdf
48 downloads 17-04-2018 19:32 Gates Glassel
MMRP Moderate Fact Sheet as of 3.31.2018 - MMRP Moderate Fact Sheet as of 3.31.2018.pdf
49 downloads 17-04-2018 19:32 Gates Glassel
MMRP Quarterly Commentary Q1 2018 - MMRP Quarterly Commentary Q1 2018.pdf
188 downloads 17-04-2018 19:32 Gates Glassel
AEWM Model Performance as of 3.31.2018 - AEWM Model Performance as of 3.31.2018.pdf
90 downloads 17-04-2018 19:31 Gates Glassel
MMRP Growth Fact Sheet as of 3.31.2018 - MMRP Growth Fact Sheet as of 3.31.2018.pdf
49 downloads 17-04-2018 19:30 Gates Glassel
Milliman Commentary March 2018 - Milliman Commentary March 2018.pdf
44 downloads 17-04-2018 19:23 Gates Glassel
The Wealth Advantage 4.12.2018 - The Wealth Advantage 4.12.2018.pdf