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The Wealth Advantage 7.5.2018 - The Wealth Advantage 7.5.2018.pdf » The Wealth Advantage 7.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	4 downloads	Gates Glassel	11-07-2018 19:34
Weekly Market Recap 7.9.2018 - Weekly Market Recap 7.9.2018.pdf » Weekly Market Recap 7.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	3 downloads	Gates Glassel	11-07-2018 19:34
Weekly Market Update 7.9.2018 - Weekly Market Update 7.9.2018.pdf » Weekly Market Update 7.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	1 downloads	Gates Glassel	11-07-2018 19:34
Fidelity Personal Withdrawal Service Nonretirement (1.771658.107) - Fidelity Personal Withdrawal Service Nonretirement (1.771658.107).pdf » Fidelity Personal Withdrawal Service Nonretirement (1.771658.107).pdf File Options Download Preview Goto Post	"" function does not exist.	3 downloads	Gates Glassel	03-07-2018 15:21
Fidelity IRA Periodic Distribution Request (1.735280.114) - Fidelity IRA Periodic Distribution Request (1.735280.114).pdf » Fidelity IRA Periodic Distribution Request (1.735280.114).pdf File Options Download Preview Goto Post	"" function does not exist.	4 downloads	Gates Glassel	03-07-2018 15:20
Fidelity One Time Check Request (1.9890536.100) - Fidelity One Time Check Request (1.9890536.100).pdf » Fidelity One Time Check Request (1.9890536.100).pdf File Options Download Preview Goto Post	"" function does not exist.	3 downloads	Gates Glassel	03-07-2018 15:20
Fidelity One Time EFT or Bank Wire Request (1.9884987.100) - Fidelity One Time EFT or Bank Wire Request (1.9884987.100).pdf » Fidelity One Time EFT or Bank Wire Request (1.9884987.100).pdf File Options Download Preview Goto Post	"" function does not exist.	3 downloads	Gates Glassel	03-07-2018 15:20
Weekly Market Recap 7.2.2018 - Weekly Market Recap 7.2.2018.pdf » Weekly Market Recap 7.2.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	4 downloads	Gates Glassel	03-07-2018 15:19
Weekly Market Update 7.2.2018 - Weekly Market Update 7.2.2018.pdf » Weekly Market Update 7.2.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	7 downloads	Gates Glassel	03-07-2018 15:19
Weekly Market Update 7.2.2018 - Weekly Market Update 7220181.pdf » Weekly Market Update 7220181.pdf File Options Download Preview Goto Post	"" function does not exist.	3 downloads	Gates Glassel	03-07-2018 15:19
Fidelity IRA One Time Distribution Request (1.735279.120) - Fidelity IRA One Time Distribution Request (1.735279.120).pdf » Fidelity IRA One Time Distribution Request (1.735279.120).pdf File Options Download Preview Goto Post	"" function does not exist.	3 downloads	Gates Glassel	03-07-2018 15:19
Bond Market Review 7.2.2018 - Bond Market Review 7.2.2018.pdf » Bond Market Review 7.2.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	2 downloads	Gates Glassel	03-07-2018 15:18
Things to Consider About Mutual Funds - Things to Consider About Mutual Funds.pdf » Things to Consider About Mutual Funds.pdf File Options Download Preview Goto Post	"" function does not exist.	4 downloads	Gates Glassel	03-07-2018 15:18
Weekly Market Recap 6.25.2018 - Weekly Market Recap 6.25.2018.pdf » Weekly Market Recap 6.25.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	3 downloads	Gates Glassel	03-07-2018 14:57
Weekly Market Update 6.25.2018 - Weekly Market Update 6.25.2018.pdf » Weekly Market Update 6.25.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	3 downloads	Gates Glassel	03-07-2018 14:57
Inst'l Alpha Short Duration OnePager as of 6.5.2018 - Inst'l Alpha Short Duration OnePager as of 6.5.2018.pdf » Inst'l Alpha Short Duration OnePager as of 6.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	03-07-2018 14:56
Inst'l Alpha Short Duration OnePager with RT as of 6.5.2018 - Inst'l Alpha Short Duration OnePager with RT as of 6.5.2018.pdf » Inst'l Alpha Short Duration OnePager with RT as of 6.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	7 downloads	Gates Glassel	03-07-2018 14:56
Platform Pricing - Platform Pricing1.pdf » Platform Pricing1.pdf File Options Download Preview Goto Post	"" function does not exist.	6 downloads	Gates Glassel	03-07-2018 14:56
Bond Market Review 6.25.2018 - Bond Market Review 6.25.2018.pdf » Bond Market Review 6.25.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	2 downloads	Gates Glassel	03-07-2018 14:55
Fidelity Standing Payment Instructions Form (1.821624.115) - Fidelity Standing Payment Instructions Form (1.821624.115).pdf » Fidelity Standing Payment Instructions Form (1.821624.115).pdf File Options Download Preview Goto Post	"" function does not exist.	4 downloads	Gates Glassel	03-07-2018 14:54
WR 6.14.2018 - WR 6.14.2018.pdf » WR 6.14.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	6 downloads	Gates Glassel	26-06-2018 18:39
Bond Market Review 6.18.2018 - Bond Market Review 6.18.2018.pdf » Bond Market Review 6.18.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	3 downloads	Gates Glassel	26-06-2018 18:38
Weekly Market Recap 6.18.2018 - Weekly Market Recap 6.18.2018.pdf » Weekly Market Recap 6.18.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	3 downloads	Gates Glassel	26-06-2018 18:38
Weekly Market Update 6.18.2018 - Weekly Market Update 6.18.2018.pdf » Weekly Market Update 6.18.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	6 downloads	Gates Glassel	26-06-2018 18:38
Weekly Market Recap 6.11.2018 - Weekly Market Recap 6.11.2018.pdf » Weekly Market Recap 6.11.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	8 downloads	Gates Glassel	19-06-2018 18:48
Weekly Market Update 6.11.2018 - Weekly Market Update 6.11.2018.pdf » Weekly Market Update 6.11.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	7 downloads	Gates Glassel	19-06-2018 18:48
The Value of Value Investing - The Value of Value Investing.pdf » The Value of Value Investing.pdf File Options Download Preview Goto Post	"" function does not exist.	8 downloads	Gates Glassel	19-06-2018 18:47
Wealth Advantage 6.7.2018 - Wealth Advantage 6.7.2018.pdf » Wealth Advantage 6.7.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	4 downloads	Gates Glassel	19-06-2018 18:47
June 2018 - June 2018.pdf » June 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Gates Glassel	19-06-2018 18:46
Strategies for a Rising Interest Rate Environment - June 2018 - Strategies for a Rising Interest Rate Environment - June 2018.pdf » Strategies for a Rising Interest Rate Environment - June 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	7 downloads	Gates Glassel	19-06-2018 18:46
The Fed Moves Again - June 2018 - The Fed Moves Again - June 2018.pdf » The Fed Moves Again - June 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	5 downloads	Gates Glassel	19-06-2018 18:46
The Fed Moves Again - June 2018 - The Fed Moves Again - June 20181.pdf » The Fed Moves Again - June 20181.pdf File Options Download Preview Goto Post	"" function does not exist.	4 downloads	Gates Glassel	19-06-2018 18:46
AEWM Welcome Guide - AEWM Welcome Guide.pdf » AEWM Welcome Guide.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	19-06-2018 18:45
Weekly Market Recap 6.4.2018 - Weekly Market Recap 6.4.2018.pdf » Weekly Market Recap 6.4.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	9 downloads	Gates Glassel	06-06-2018 21:24
Weekly Market Update 6.4.2018 - Weekly Market Update 6.4.2018.pdf » Weekly Market Update 6.4.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	06-06-2018 21:24
Bond Market Review 6.4.2018 - Bond Market Review 6.4.2018.pdf » Bond Market Review 6.4.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	8 downloads	Gates Glassel	06-06-2018 21:23
The Impact of Rising Oil Prices 5.31.2018 - The Impact of Rising Oil Prices 5.31.2018.pdf » The Impact of Rising Oil Prices 5.31.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	06-06-2018 21:23
Weekly Market Recap 5.29.2018 - Weekly Market Recap 5.29.2018.pdf » Weekly Market Recap 5.29.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	30-05-2018 19:04
Weekly Market Update 5.29.2018 - Weekly Market Update 5.29.2018.pdf » Weekly Market Update 5.29.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	30-05-2018 19:04
Diversified Income Snapshot as of 4.9.2018 - Diversified Income Snapshot as of 4.9.2018.pdf » Diversified Income Snapshot as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	48 downloads	Gates Glassel	30-05-2018 19:03
Financial Planning - First Meeting Scratch Pad Template - Financial Planning - First Meeting Scratch Pad Template1.docx » Financial Planning - First Meeting Scratch Pad Template1.docx File Options Download Preview Goto Post	"" function does not exist.	47 downloads	Gates Glassel	23-05-2018 19:15
Ibbotson FIA Whitepaper - Ibbotson FIA Whitepaper.pdf » Ibbotson FIA Whitepaper.pdf File Options Download Preview Goto Post	"" function does not exist.	31 downloads	Gates Glassel	23-05-2018 19:15
Financial Planning - Client Engagement Letter Template - Financial Planning - Client Engagement Letter Template1.DOCX » Financial Planning - Client Engagement Letter Template1.DOCX File Options Download Preview Goto Post	"" function does not exist.	33 downloads	Gates Glassel	23-05-2018 19:14
Weekly Market Recap 5.21.2018 - Weekly Market Recap 5.21.2018.pdf » Weekly Market Recap 5.21.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	9 downloads	Gates Glassel	23-05-2018 19:12
Weekly Market Update 5.21.2018 - Weekly Market Update 5.21.2018.pdf » Weekly Market Update 5.21.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	8 downloads	Gates Glassel	23-05-2018 19:12
Bond Market Review 5.21.2018 - Bond Market Review 5.21.2018.pdf » Bond Market Review 5.21.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	7 downloads	Gates Glassel	23-05-2018 19:11
Dividend Stocks for Retirees - Dividend Stocks for Retirees.pdf » Dividend Stocks for Retirees.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	23-05-2018 19:11
Inst'l ETF Due Diligence 3.31.2018 - Inst'l ETF Due Diligence 3.31.2018.pdf » Inst'l ETF Due Diligence 3.31.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	18-05-2018 21:35
Milliman Due Diligence 3.31.2018 - Milliman Due Diligence 3.31.2018.pdf » Milliman Due Diligence 3.31.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	18-05-2018 21:35
Diversified Income Due Diligence 3.31.2018 - Diversified Income Due Diligence 3.31.2018.pdf » Diversified Income Due Diligence 3.31.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Gates Glassel	18-05-2018 21:34
Inst'l Alpha Due Diligence 3.31.2018 - Inst'l Alpha Due Diligence 3.31.2018.pdf » Inst'l Alpha Due Diligence 3.31.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	32 downloads	Gates Glassel	18-05-2018 21:34
Weekly Market Update 5.14.2018 - Weekly Market Update 51420181.pdf » Weekly Market Update 51420181.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	18-05-2018 15:01
Weekly Market Recap 5.14.2018 - Weekly Market Recap 5.14.2018.pdf » Weekly Market Recap 5.14.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	15-05-2018 20:18
Weekly Market Update 5.14.2018 - Weekly Market Update 5.14.2018.pdf » Weekly Market Update 5.14.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	15-05-2018 20:18
Bond Market Review 5.14.2018 - Bond Market Review 5.14.2018.pdf » Bond Market Review 5.14.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	15-05-2018 20:15
May 2018 - May 2018.pdf » May 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Gates Glassel	15-05-2018 20:15
Standard AEWM Models - Standard AEWM Models.pdf » Standard AEWM Models.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Gates Glassel	15-05-2018 20:10
Non-Allocated Accounts - Non-Allocated Accounts.pdf » Non-Allocated Accounts.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Gates Glassel	15-05-2018 20:09
Premium Models - Premium Models.pdf » Premium Models.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Gates Glassel	15-05-2018 20:09
Managed Alternative Accounts - Managed Alternative Accounts.pdf » Managed Alternative Accounts.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Gates Glassel	15-05-2018 20:08
Advisor Managed Accounts - Advisor Managed Accounts.pdf » Advisor Managed Accounts.pdf File Options Download Preview Goto Post	"" function does not exist.	24 downloads	Gates Glassel	15-05-2018 20:07
Alternative Accounts - Alternative Accounts.pdf » Alternative Accounts.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Gates Glassel	15-05-2018 20:07
Client Managed Accounts - Client Managed Accounts.pdf » Client Managed Accounts.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Gates Glassel	15-05-2018 20:07
Client Managed Accounts - Client Managed Accounts1.pdf » Client Managed Accounts1.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	15-05-2018 20:07
The Wealth Advantage 5.10.2018 - The Wealth Advantage 5.10.2018.pdf » The Wealth Advantage 5.10.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	15-05-2018 20:06
Weekly Market Update 5.7.2018 - Weekly Market Update 5.7.2018.pdf » Weekly Market Update 5.7.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	09-05-2018 15:42
Speculator or Investor - Speculator or Investor.pdf » Speculator or Investor.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	09-05-2018 15:41
Weekly Market Recap 5.7.2018 - Weekly Market Recap 5.7.2018.pdf » Weekly Market Recap 5.7.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	09-05-2018 15:41
David Bach’s Best and Worst Investments - WSJ - David Bach’s Best and Worst Investments - WSJ.pdf » David Bach’s Best and Worst Investments - WSJ.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	09-05-2018 15:40
David Bach’s Best and Worst Investments - WSJ - David Bach’s Best and Worst Investments - WSJ1.pdf » David Bach’s Best and Worst Investments - WSJ1.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	09-05-2018 15:40
Bond Market Review 5.7.2018 - Bond Market Review 5.7.2018.pdf » Bond Market Review 5.7.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	09-05-2018 15:39
Bond Market Review 4.30.2018 - Bond Market Review 4.30.2018.pdf » Bond Market Review 4.30.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	02-05-2018 21:09
Weekly Market Recap 4.30.2018 - Weekly Market Recap 4.30.2018.pdf » Weekly Market Recap 4.30.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	01-05-2018 16:48
Weekly Market Update 4.30.2018 - Weekly Market Update 4.30.2018.pdf » Weekly Market Update 4.30.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	01-05-2018 16:48
Weekly Market Update 4.23.2018 - Weekly Market Update 4.23.2018.pdf » Weekly Market Update 4.23.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	25-04-2018 15:29
Weekly Market Recap 4.23.2018 - Weekly Market Recap 4.23.2018.pdf » Weekly Market Recap 4.23.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	25-04-2018 15:28
Market Talk 1st Quarter 2018 - Market Talk 1st Quarter 2018.pdf » Market Talk 1st Quarter 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	26 downloads	Gates Glassel	25-04-2018 15:27
Quarterly Review Q1 2018 (Advisor Facing Only) - Quarterly Review Q1 2018 (Advisor Facing Only).pdf » Quarterly Review Q1 2018 (Advisor Facing Only).pdf File Options Download Preview Goto Post	"" function does not exist.	41 downloads	Gates Glassel	25-04-2018 15:27
Bond Market Review 4.23.2018 - Bond Market Review 4.23.2018.pdf » Bond Market Review 4.23.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	25-04-2018 15:26
1Q18 AEWM Quarterly Review - 1Q18 AEWM Quarterly Review.pptx » 1Q18 AEWM Quarterly Review.pptx File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	25-04-2018 15:25
Tariffs and Investment Strategy 4.19.2018 - Tariffs and Investment Strategy 4.19.2018.pdf » Tariffs and Investment Strategy 4.19.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	25-04-2018 15:25
ETF Income & Growth as of 4.9.2018 - ETF Income and Growth as of 4.9.2018.pdf » ETF Income and Growth as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	24 downloads	Gates Glassel	23-04-2018 21:07
ETF Income - ETF Income.pdf » ETF Income.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Gates Glassel	20-04-2018 20:14
ETF Growth - ETF Growth.pdf » ETF Growth.pdf File Options Download Preview Goto Post	"" function does not exist.	36 downloads	Gates Glassel	20-04-2018 20:12
ETF Income Primary - ETF Income Primary.pdf » ETF Income Primary.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Gates Glassel	20-04-2018 20:12
ETF Fixed Income - ETF Fixed Income.pdf » ETF Fixed Income.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Gates Glassel	20-04-2018 20:11
ETF Balanced - ETF Balanced.pdf » ETF Balanced.pdf File Options Download Preview Goto Post	"" function does not exist.	37 downloads	Gates Glassel	20-04-2018 20:10
Institutional Alpha - Income Primary as of 4.9.2018 - Institutional Alpha - Income Primary as of 4.9.2018.pdf » Institutional Alpha - Income Primary as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	30 downloads	Gates Glassel	20-04-2018 20:09
ETF Aggressive Growth - ETF Aggressive Growth.pdf » ETF Aggressive Growth.pdf File Options Download Preview Goto Post	"" function does not exist.	48 downloads	Gates Glassel	20-04-2018 20:09
Institutional Alpha - Income as of 4.9.2018 - Institutional Alpha - Income as of 4.9.2018.pdf » Institutional Alpha - Income as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Gates Glassel	20-04-2018 20:08
Institutional Alpha - Growth as of 4.9.2018 - Institutional Alpha - Growth as of 4.9.2018.pdf » Institutional Alpha - Growth as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	61 downloads	Gates Glassel	20-04-2018 20:06
Institutional Alpha - Income & Growth as of 4.9.2018 - Institutional Alpha - Income & Growth as of 4.9.2018.pdf » Institutional Alpha - Income & Growth as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	29 downloads	Gates Glassel	20-04-2018 20:06
Institutional Alpha - Balanced as of 4.9.2018 - Institutional Alpha - Balanced as of 4.9.2018.pdf » Institutional Alpha - Balanced as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	63 downloads	Gates Glassel	20-04-2018 20:05
Institutional Alpha - Fixed Income as of 4.9.2018 - Institutional Alpha - Fixed Income as of 4.9.2018.pdf » Institutional Alpha - Fixed Income as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Gates Glassel	20-04-2018 20:05
Diversified Income - Diversified Income.pdf » Diversified Income.pdf File Options Download Preview Goto Post	"" function does not exist.	43 downloads	Gates Glassel	20-04-2018 20:04
Institutional Alpha - Aggressive Growth as of 4.9.2018 - Institutional Alpha - Aggressive Growth as of 4.9.2018.pdf » Institutional Alpha - Aggressive Growth as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	55 downloads	Gates Glassel	20-04-2018 20:04
Inst'l ETF OnePager as of 4.9.2018 - Inst'l ETF OnePager as of 4.9.2018.pdf » Inst'l ETF OnePager as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	47 downloads	Gates Glassel	18-04-2018 19:09
Inst'l ETF OnePager with RT as of 4.9.2018 - Inst'l ETF OnePager with RT as of 4.9.2018.pdf » Inst'l ETF OnePager with RT as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	31 downloads	Gates Glassel	18-04-2018 19:09
Inst'l Alpha OnePager as of 4.9.2018 - Inst'l Alpha OnePager as of 4.9.2018.pdf » Inst'l Alpha OnePager as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	95 downloads	Gates Glassel	18-04-2018 19:08
Inst'l Alpha OnePager with RT as of 4.9.2018 - Inst'l Alpha OnePager with RT as of 4.9.2018.pdf » Inst'l Alpha OnePager with RT as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	47 downloads	Gates Glassel	18-04-2018 19:08
Diversified Income OnePager as of 4.9.2018 - Diversified Income OnePager as of 4.9.2018.pdf » Diversified Income OnePager as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	61 downloads	Gates Glassel	18-04-2018 19:07
Diversified Income OnePager with RT as of 4.9.2018 - Diversified Income OnePager with RT as of 4.9.2018.pdf » Diversified Income OnePager with RT as of 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	38 downloads	Gates Glassel	18-04-2018 19:07
Weekly Market Update 4.16.2018 - Weekly Market Update 4.16.2018.pdf » Weekly Market Update 4.16.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	17-04-2018 19:35
Weekly Bond Market Review 4.16.2018 - Weekly Bond Market Review 4.16.2018.pdf » Weekly Bond Market Review 4.16.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	9 downloads	Gates Glassel	17-04-2018 19:34
Weekly Market Recap 4.16.2018 - Weekly Market Recap 4.16.2018.pdf » Weekly Market Recap 4.16.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	17-04-2018 19:34
April 2018 - April 2018.pdf » April 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Gates Glassel	17-04-2018 19:33
International Equity Investing Perspectives April 2018 - International Equity Investing Perspectives April 2018.pdf » International Equity Investing Perspectives April 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	17-04-2018 19:33
MMRP Moderate Fact Sheet as of 3.31.2018 - MMRP Moderate Fact Sheet as of 3.31.2018.pdf » MMRP Moderate Fact Sheet as of 3.31.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	30 downloads	Gates Glassel	17-04-2018 19:32
MMRP Quarterly Commentary Q1 2018 - MMRP Quarterly Commentary Q1 2018.pdf » MMRP Quarterly Commentary Q1 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Gates Glassel	17-04-2018 19:32
AEWM Model Performance as of 3.31.2018 - AEWM Model Performance as of 3.31.2018.pdf » AEWM Model Performance as of 3.31.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	144 downloads	Gates Glassel	17-04-2018 19:32
MMRP Growth Fact Sheet as of 3.31.2018 - MMRP Growth Fact Sheet as of 3.31.2018.pdf » MMRP Growth Fact Sheet as of 3.31.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	57 downloads	Gates Glassel	17-04-2018 19:31
Milliman Commentary March 2018 - Milliman Commentary March 2018.pdf » Milliman Commentary March 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Gates Glassel	17-04-2018 19:30
The Wealth Advantage 4.12.2018 - The Wealth Advantage 4.12.2018.pdf » The Wealth Advantage 4.12.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	17-04-2018 19:23
Tax Bill Considerations for Retirement Planning 4.5.2018 - Tax Bill Considerations for Retirement Planning 4520181.pdf » Tax Bill Considerations for Retirement Planning 4520181.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	10-04-2018 16:49
Wealthscape Check Deposit - Mobile App - Wealthscape Check Deposit - Mobile App.pdf » Wealthscape Check Deposit - Mobile App.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Gates Glassel	10-04-2018 16:48
AEWM Subadvisory Agreement - AEWM Subadvisory Agreement.pdf » AEWM Subadvisory Agreement.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	10-04-2018 16:47
AE WM Welcome Guide - AE WM Welcome Guide.pdf » AE WM Welcome Guide.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Gates Glassel	10-04-2018 16:47
Weekly Market Update 4.9.2018 - Weekly Market Update 4.9.2018.pdf » Weekly Market Update 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Gates Glassel	10-04-2018 16:46
Tax Bill Considerations for Retirement Planning 4.5.2018 - Tax Bill Considerations for Retirement Planning 4.5.2018.pdf » Tax Bill Considerations for Retirement Planning 4.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	10-04-2018 16:45
Weekly Bond Market Review 4.9.2018 - Weekly Bond Market Review 4.9.2018.pdf » Weekly Bond Market Review 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	10-04-2018 16:45
Weekly Market Recap 4.9.2018 - Weekly Market Recap 4.9.2018.pdf » Weekly Market Recap 4.9.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	10-04-2018 16:45
AEWM Experience - AEWM Experience.pdf » AEWM Experience.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	10-04-2018 16:44
Weekly Market Recap 4.2.2018 - Weekly Market Recap 4.2.2018.pdf » Weekly Market Recap 4.2.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	03-04-2018 20:37
Weekly Market Update 4.2.2018 - Weekly Market Update 4.2.2018.pdf » Weekly Market Update 4.2.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	03-04-2018 20:37
Bond Market Review 4.2.2018 - Bond Market Review 4.2.2018.pdf » Bond Market Review 4.2.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	03-04-2018 20:36
AE Wealth Management.ADV2A (3.30.18) - AE Wealth ManagementADV2A (33018)1.pdf » AE Wealth ManagementADV2A (33018)1.pdf File Options Download Preview Goto Post	"" function does not exist.	76 downloads	Gates Glassel	03-04-2018 13:23
AE Wealth Management ADV 2A Appendix1 (3.30.18) - AE Wealth Management ADV 2A Appendix1 (33018)2.pdf » AE Wealth Management ADV 2A Appendix1 (33018)2.pdf File Options Download Preview Goto Post	"" function does not exist.	29 downloads	Gates Glassel	03-04-2018 13:23
AE Wealth Management.ADV2A (3.30.18) - AE Wealth Management.ADV2A (3.30.18).pdf » AE Wealth Management.ADV2A (3.30.18).pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Gates Glassel	30-03-2018 19:23
AE Wealth Management ADV 2A Appendix1 (3.30.18) - AE Wealth Management ADV 2A Appendix1 (3.30.18).pdf » AE Wealth Management ADV 2A Appendix1 (3.30.18).pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Gates Glassel	30-03-2018 19:22
AE Wealth Management ADV 2A Appendix1 (3.30.18) - AE Wealth Management ADV 2A Appendix1 (33018)1.pdf » AE Wealth Management ADV 2A Appendix1 (33018)1.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	30-03-2018 19:22
Weekly Market Update 3.26.2018 - Weekly Market Update 3.26.2018.pdf » Weekly Market Update 3.26.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	29-03-2018 13:40
Weekly Market Recap 3.26.2018 - Weekly Market Recap 3.26.2018.pdf » Weekly Market Recap 3.26.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	29-03-2018 13:39
Series 65 Postcard (Order on AE Marketing Hub) - Series 65 Postcard (Order on AE Marketing Hub).pdf » Series 65 Postcard (Order on AE Marketing Hub).pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Gates Glassel	29-03-2018 13:38
Weekly Bond Market Review 3.26.2018 - Weekly Bond Market Review 3.26.2018.pdf » Weekly Bond Market Review 3.26.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	29-03-2018 13:38
Series 65 Letterhead (Order on AE Marketing Hub) - Series 65 Letterhead (Order on AE Marketing Hub).pdf » Series 65 Letterhead (Order on AE Marketing Hub).pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	29-03-2018 13:37
Fidelity Feb 2018 Wealth Management M&A Transaction Report - Fidelity Feb 2018 Wealth Management M&A Transaction Report.PDF » Fidelity Feb 2018 Wealth Management M&A Transaction Report.PDF File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	29-03-2018 13:36
Fidelity Feb 2018 Wealth Management M&A Transaction Report - Fidelity Feb 2018 Wealth Management M&A Transaction Report1.PDF » Fidelity Feb 2018 Wealth Management M&A Transaction Report1.PDF File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	29-03-2018 13:36
Prospects for Volatility in 2018 3.22.2018 - Prospects for Volatility in 2018 3.22.2018.pdf » Prospects for Volatility in 2018 3.22.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	29-03-2018 13:35
TD Transfers on Death (Non-Probate) TDAI9736 - TD Transfers on Death (Non-Probate) TDAI97361.pdf » TD Transfers on Death (Non-Probate) TDAI97361.pdf File Options Download Preview Goto Post	"" function does not exist.	25 downloads	Gates Glassel	21-03-2018 20:02
TD Standard Account Application TDAI9017 - TD Standard Account Application TDAI90173.pdf » TD Standard Account Application TDAI90173.pdf File Options Download Preview Goto Post	"" function does not exist.	32 downloads	Gates Glassel	21-03-2018 20:01
TD Personal Trust Account Application TDAI9004 - TD Personal Trust Account Application TDAI90042.pdf » TD Personal Trust Account Application TDAI90042.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	21-03-2018 20:00
TD Retirement Trust Application TDAI0005 - TD Retirement Trust Application TDAI00052.pdf » TD Retirement Trust Application TDAI00052.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	21-03-2018 20:00
TD IRA Distribution Withholding Form TDAI2423 - TD IRA Distribution Withholding Form TDAI24231.pdf » TD IRA Distribution Withholding Form TDAI24231.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Gates Glassel	21-03-2018 19:59
TD IRA Account Application TDAI1468 - TD IRA Account Application TDAI14683.pdf » TD IRA Account Application TDAI14683.pdf File Options Download Preview Goto Post	"" function does not exist.	43 downloads	Gates Glassel	21-03-2018 19:58
Fidelity Trust Application (1.9872072.100) - Fidelity Trust Application (1.9872072.100).pdf » Fidelity Trust Application (1.9872072.100).pdf File Options Download Preview Goto Post	"" function does not exist.	27 downloads	Gates Glassel	21-03-2018 19:57
TD Beneficiary IRA Account Application TDAI4468 - TD Beneficiary IRA Account Application TDAI44682.pdf » TD Beneficiary IRA Account Application TDAI44682.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	21-03-2018 19:57
Fidelity Personal Application (1.9872064.100) - Fidelity Personal Application (1.9872064.100).pdf » Fidelity Personal Application (1.9872064.100).pdf File Options Download Preview Goto Post	"" function does not exist.	49 downloads	Gates Glassel	21-03-2018 19:56
Fidelity Inherited IRA for Trust (1.9887273.100) - Fidelity Inherited IRA for Trust (1.9887273.100).pdf » Fidelity Inherited IRA for Trust (1.9887273.100).pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	21-03-2018 19:55
Fidelity IRA Application (1.748000.127) - Fidelity IRA Application (1.748000.127).pdf » Fidelity IRA Application (1.748000.127).pdf File Options Download Preview Goto Post	"" function does not exist.	92 downloads	Gates Glassel	21-03-2018 19:55
Fidelity Inherited IRA for Entity (1.9887462.100) - Fidelity Inherited IRA for Entity (1.9887462.100).pdf » Fidelity Inherited IRA for Entity (1.9887462.100).pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	21-03-2018 19:54
Fidelity Inherited IRA for Individuals (1.9887257.100) - Fidelity Inherited IRA for Individuals (1.9887257.100).pdf » Fidelity Inherited IRA for Individuals (1.9887257.100).pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Gates Glassel	21-03-2018 19:54
Weekly Market Update 3.19.2018 - Weekly Market Update 3.19.2018.pdf » Weekly Market Update 3.19.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	9 downloads	Gates Glassel	21-03-2018 19:53
Weekly Market Update 3.19.2018 - Weekly Market Update 31920182.pdf » Weekly Market Update 31920182.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	21-03-2018 19:53
Weekly Market Recap 3.19.2018 - Weekly Market Recap 3.19.2018.pdf » Weekly Market Recap 3.19.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	21-03-2018 19:52
Milliman Commentary February 2018 - Milliman Commentary February 2018.pdf » Milliman Commentary February 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Gates Glassel	21-03-2018 19:50
Understanding Market Corrections 2018 - Understanding Market Corrections 2018.pdf » Understanding Market Corrections 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	25 downloads	Gates Glassel	21-03-2018 19:50
Bond Market Review 3.19.2018 - Bond Market Review 3.19.2018.pdf » Bond Market Review 3.19.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	21-03-2018 19:49
TD IRA Account Application TDAI1468 - TD IRA Account Application TDAI14681.pdf » TD IRA Account Application TDAI14681.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	15-03-2018 13:11
TD IRA Account Application TDAI1468 - TD IRA Account Application TDAI14682.pdf » TD IRA Account Application TDAI14682.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	15-03-2018 13:11
Weekly Market Recap 3.12.2018 - Weekly Market Recap 3.12.2018.pdf » Weekly Market Recap 3.12.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	13-03-2018 19:53
Weekly Market Update 3.12.2018 - Weekly Market Update 3.12.2018.pdf » Weekly Market Update 3.12.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	13-03-2018 19:53
Inst'l ETF OnePager as of 1.5.2018 - Inst'l ETF OnePager as of 1520181.pdf » Inst'l ETF OnePager as of 1520181.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	13-03-2018 19:52
March 2018 - March 2018.pdf » March 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Gates Glassel	13-03-2018 19:52
Finances & Unemployment 3.8.2018 - Finances & Unemployment 3.8.2018.pdf » Finances & Unemployment 3.8.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	13-03-2018 19:51
Inst'l Alpha OnePager as of 1.5.2018 - Inst'l Alpha OnePager as of 1520181.pdf » Inst'l Alpha OnePager as of 1520181.pdf File Options Download Preview Goto Post	"" function does not exist.	31 downloads	Gates Glassel	13-03-2018 19:51
Diversified Income OnePager as of 1.5.2018 - Diversified Income OnePager as of 1520181.pdf » Diversified Income OnePager as of 1520181.pdf File Options Download Preview Goto Post	"" function does not exist.	27 downloads	Gates Glassel	13-03-2018 19:50
Bond Market Review 3.12.2018 - Bond Market Review 3.12.2018.pdf » Bond Market Review 3.12.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	13-03-2018 19:49
Weekly Market Update 3.5.2018 - Weekly Market Update 3.5.2018.pdf » Weekly Market Update 3.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	07-03-2018 20:21
Weekly Market Update 3.5.2018 - Weekly Market Update 3520181.pdf » Weekly Market Update 3520181.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	07-03-2018 20:21
Understanding Market Corrections Seminar v2.2018 - Understanding Market Corrections Seminar v2.2018.pptx » Understanding Market Corrections Seminar v2.2018.pptx File Options Download Preview Goto Post	"" function does not exist.	46 downloads	Gates Glassel	07-03-2018 20:21
Weekly Market Recap 3.5.2018 - Weekly Market Recap 3.5.2018.pdf » Weekly Market Recap 3.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Gates Glassel	07-03-2018 20:20
Weekly Market Update 2.26.2018 - Weekly Market Update 2.26.2018.pdf » Weekly Market Update 2.26.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	7 downloads	Gates Glassel	07-03-2018 20:20
Weekly Market Recap 2.26.2018 - Weekly Market Recap 2.26.2018.pdf » Weekly Market Recap 2.26.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	07-03-2018 20:19
The Benefits of Dollar Cost Averaging 2.22.2018 - The Benefits of Dollar Cost Averaging 2.22.2018.pdf » The Benefits of Dollar Cost Averaging 2.22.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	07-03-2018 20:18
The Evolution of the Aggregate Bond Index March 2018 - The Evolution of the Aggregate Bond Index March 2018.pdf » The Evolution of the Aggregate Bond Index March 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	07-03-2018 20:18
Bond Market Review 3.5.2018 - Bond Market Review 3.5.2018.pdf » Bond Market Review 3.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	07-03-2018 20:17
Bond Market Review 2.26.2018 - Bond Market Review 2.26.2018.pdf » Bond Market Review 2.26.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	07-03-2018 20:16
TD Standard Account Application TDAI9017 - TD Standard Account Application TDAI90171.pdf » TD Standard Account Application TDAI90171.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	02-03-2018 17:53
TD Personal Trust Account Application TDAI9004 - TD Personal Trust Account Application TDAI90041.pdf » TD Personal Trust Account Application TDAI90041.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Gates Glassel	02-03-2018 17:52
TD Retirement Trust Application TDAI0005 - TD Retirement Trust Application TDAI00051.pdf » TD Retirement Trust Application TDAI00051.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	02-03-2018 17:52
TD Move Money Form TDAI9341 - TD Move Money Form TDAI9341.pdf » TD Move Money Form TDAI9341.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	02-03-2018 17:51
TD IRA Account Application TDAI1468 - TD IRA Account Application TDAI1468.pdf » TD IRA Account Application TDAI1468.pdf File Options Download Preview Goto Post	"" function does not exist.	9 downloads	Gates Glassel	02-03-2018 17:50
TD Limited Power of Attorney TDAI9002 - TD Limited Power of Attorney TDAI90021.pdf » TD Limited Power of Attorney TDAI90021.pdf File Options Download Preview Goto Post	"" function does not exist.	69 downloads	Gates Glassel	02-03-2018 17:50
TD Beneficiary IRA Account Application TDAI4468 - TD Beneficiary IRA Account Application TDAI44681.pdf » TD Beneficiary IRA Account Application TDAI44681.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Gates Glassel	02-03-2018 17:49
TD Move Money Form (TDAI9341) - TD Move Money Form (TDAI9341).pdf » TD Move Money Form (TDAI9341).pdf File Options Download Preview Goto Post	"" function does not exist.	87 downloads	Gates Glassel	21-02-2018 16:40
TD Limited Power of Attorney (TDAI9002) - TD Limited Power of Attorney (TDAI9002).pdf » TD Limited Power of Attorney (TDAI9002).pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	21-02-2018 16:38
TD Limited Power of Attorney (TDAI9002) - TD Limited Power of Attorney (TDAI9002)1.pdf » TD Limited Power of Attorney (TDAI9002)1.pdf File Options Download Preview Goto Post	"" function does not exist.	32 downloads	Gates Glassel	21-02-2018 16:38
TD Limited Power of Attorney (TDAI9002) - TD Limited Power of Attorney (TDAI9002)2.pdf » TD Limited Power of Attorney (TDAI9002)2.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	21-02-2018 16:38
Weekly Market Recap 2.20.2018 - Weekly Market Recap 2.20.2018.pdf » Weekly Market Recap 2.20.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	21-02-2018 16:15
Weekly Market Update 2.12.2018 - Weekly Market Update 2.12.2018.pdf » Weekly Market Update 2.12.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	21-02-2018 16:15
Weekly Market Update 2.20.2018 - Weekly Market Update 2.20.2018.pdf » Weekly Market Update 2.20.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Gates Glassel	21-02-2018 16:15
Weekly Bond Market Review 2.12.2018 - Weekly Bond Market Review 2.12.2018.pdf » Weekly Bond Market Review 2.12.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	21-02-2018 16:14
Weekly Market Recap 2.12.2018 - Weekly Market Recap 2.12.2018.pdf » Weekly Market Recap 2.12.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	21-02-2018 16:14
Stick to Your Plan - February 2018 - Stick to Your Plan - February 2018.pdf » Stick to Your Plan - February 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Gates Glassel	21-02-2018 16:13
Tax Reform Insights and Implications- February 2018 - Tax Reform Insights and Implications- February 2018.pdf » Tax Reform Insights and Implications- February 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Gates Glassel	21-02-2018 16:13
Intro to Emerging Markets - February 2018 - Intro to Emerging Markets - February 20181.pdf » Intro to Emerging Markets - February 20181.pdf File Options Download Preview Goto Post	"" function does not exist.	8 downloads	Gates Glassel	21-02-2018 16:12
Return of Equity Market Volatility - February 2018 - Return of Equity Market Volatility - February 2018.pdf » Return of Equity Market Volatility - February 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Gates Glassel	21-02-2018 16:12
February 2018 - February 2018.pdf » February 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	21-02-2018 16:11
The Data Informed Investor 2.8.2018 - The Data Informed Investor 2.8.2018.pdf » The Data Informed Investor 2.8.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	21-02-2018 16:07
AE WM Financial Planning Software Guide 2.2018 - AE WM Financial Planning Software Guide 2.2018.pdf » AE WM Financial Planning Software Guide 2.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Gates Glassel	21-02-2018 16:04
AE WM Financial Planning Software Guide 2.2018 - AE WM Financial Planning Software Guide 220181.pdf » AE WM Financial Planning Software Guide 220181.pdf File Options Download Preview Goto Post	"" function does not exist.	26 downloads	Gates Glassel	21-02-2018 16:04
MMRP Moderate as of 2.5.2018 - MMRP Moderate as of 2.5.2018.PDF » MMRP Moderate as of 2.5.2018.PDF File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Gates Glassel	21-02-2018 15:33
MMRP Moderate with RT as of 2.5.2018 - MMRP Moderate with RT as of 2.5.2018.PDF » MMRP Moderate with RT as of 2.5.2018.PDF File Options Download Preview Goto Post	"" function does not exist.	25 downloads	Gates Glassel	21-02-2018 15:33
MMRP Growth as of 2.5.2018 - MMRP Growth as of 2.5.2018.PDF » MMRP Growth as of 2.5.2018.PDF File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Gates Glassel	21-02-2018 15:32
MMRP Growth with RT as of 2.5.2018 - MMRP Growth with RT as of 2.5.2018.PDF » MMRP Growth with RT as of 2.5.2018.PDF File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Gates Glassel	21-02-2018 15:32
MMRP February 2018 Market Update - MMRP February 2018 Market Update.pdf » MMRP February 2018 Market Update.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Gates Glassel	21-02-2018 15:31
Milliman Managed Risk Parity Brochure YE 2017 - Milliman Managed Risk Parity Brochure YE 2017.pdf » Milliman Managed Risk Parity Brochure YE 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	53 downloads	Gates Glassel	21-02-2018 15:30
Milliman Managed Risk Parity Investor YE 2017 (client facing) - Milliman Managed Risk Parity Investor YE 2017 (client facing).pdf » Milliman Managed Risk Parity Investor YE 2017 (client facing).pdf File Options Download Preview Goto Post	"" function does not exist.	96 downloads	Gates Glassel	21-02-2018 15:30
External Strategist Performance as of 12.31.2018 - External Strategist Performance as of 12.31.2018.pdf » External Strategist Performance as of 12.31.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	42 downloads	Gates Glassel	21-02-2018 15:29
Milliman Commentary January 2018 - Milliman Commentary January 2018.pdf » Milliman Commentary January 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	21-02-2018 15:29
Inst'l ETF OnePager with RT as of 1.5.2018 - Inst'l ETF OnePager with RT as of 1.5.2018.PDF » Inst'l ETF OnePager with RT as of 1.5.2018.PDF File Options Download Preview Goto Post	"" function does not exist.	33 downloads	Gates Glassel	21-02-2018 15:17
Diversified Income OnePager with RT as of 1.5.2018 - Diversified Income OnePager with RT as of 1.5.2018.PDF » Diversified Income OnePager with RT as of 1.5.2018.PDF File Options Download Preview Goto Post	"" function does not exist.	36 downloads	Gates Glassel	21-02-2018 15:16
Inst'l Alpha OnePager with RT as of 1.5.2018 - Inst'l Alpha OnePager with RT as of 1.5.2018.PDF » Inst'l Alpha OnePager with RT as of 1.5.2018.PDF File Options Download Preview Goto Post	"" function does not exist.	64 downloads	Gates Glassel	21-02-2018 15:16
Bond Market Review 1.29.2018 - Bond Market Review 1.29.2018.pdf » Bond Market Review 1.29.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	06-02-2018 22:12
Intro to Emerging Markets - February 2018 - Intro to Emerging Markets - February 2018.pdf » Intro to Emerging Markets - February 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	06-02-2018 22:11
Bond Market Review 2.5.2018 - Bond Market Review 2.5.2018.pdf » Bond Market Review 2.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	06-02-2018 22:11
MMRP Moderate Factsheet as of 1.30.2018 - MMRP Moderate Factsheet as of 1.30.2018.pdf » MMRP Moderate Factsheet as of 1.30.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	40 downloads	Gates Glassel	06-02-2018 22:10
MMRP Growth Factsheet as of 1.30.2018 - MMRP Growth Factsheet as of 1.30.2018.pdf » MMRP Growth Factsheet as of 1.30.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	50 downloads	Gates Glassel	06-02-2018 22:10
Weekly Market Update 2.5.2018 - Weekly Market Update 2.5.2018.pdf » Weekly Market Update 2.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Gates Glassel	06-02-2018 22:09
Weekly Market Recap 2.5.2018 - Weekly Market Recap 2.5.2018.pdf » Weekly Market Recap 2.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	06-02-2018 22:09
TD Personal Trust Account Application TDAI9004 - TD Personal Trust Account Application TDAI9004 .pdf » TD Personal Trust Account Application TDAI9004 .pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Gates Glassel	02-02-2018 14:43
TD Retirement Trust Application TDAI0005 - TD Retirement Trust Application TDAI0005 .pdf » TD Retirement Trust Application TDAI0005 .pdf File Options Download Preview Goto Post	"" function does not exist.	9 downloads	Gates Glassel	02-02-2018 14:43
TD Standard Account Application TDAI9017 - TD Standard Account Application TDAI9017 .pdf » TD Standard Account Application TDAI9017 .pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Gates Glassel	02-02-2018 14:43
TD IRA Application TDAI1468 - TD IRA Application TDAI1468 .pdf » TD IRA Application TDAI1468 .pdf File Options Download Preview Goto Post	"" function does not exist.	28 downloads	Gates Glassel	02-02-2018 14:42
TD Beneficiary IRA Account Application TDAI4468 - TD Beneficiary IRA Account Application TDAI4468 .pdf » TD Beneficiary IRA Account Application TDAI4468 .pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	02-02-2018 14:41
FIA Data Feeds in InvestmentHQ_Advisor Facing - FIA Data Feeds in InvestmentHQ_Advisor Facing.pdf » FIA Data Feeds in InvestmentHQ_Advisor Facing.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	31-01-2018 22:38
Weekly Market Recap 1.29.2018 - Weekly Market Recap 1.29.2018.pdf » Weekly Market Recap 1.29.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	31-01-2018 22:38
Weekly Market Update 1.29.2018 - Weekly Market Update 1.29.2018.pdf » Weekly Market Update 1.29.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	31-01-2018 22:38
Institutional ETF Income as of 1.5.2018 - Institutional ETF Income as of 1.5.2018.pdf » Institutional ETF Income as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Gates Glassel	31-01-2018 22:24
Institutional ETF Income Primary as of 1.5.2018 - Institutional ETF Income Primary as of 1.5.2018.pdf » Institutional ETF Income Primary as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	28 downloads	Gates Glassel	31-01-2018 22:24
Institutional ETF Fixed Income as of 1.5.2018 - Institutional ETF Fixed Income as of 1.5.2018.pdf » Institutional ETF Fixed Income as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	31-01-2018 22:23
Institutional ETF Growth as of 1.5.2018 - Institutional ETF Growth as of 1.5.2018.pdf » Institutional ETF Growth as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	34 downloads	Gates Glassel	31-01-2018 22:23
Institutional ETF Income & Growth as of 1.5.2018 - Institutional ETF Income & Growth as of 1.5.2018.pdf » Institutional ETF Income & Growth as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	34 downloads	Gates Glassel	31-01-2018 22:23
Institutional ETF Aggressive Growth as of 1.5.2018 - Institutional ETF Aggressive Growth as of 1.5.2018.pdf » Institutional ETF Aggressive Growth as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	26 downloads	Gates Glassel	31-01-2018 22:22
Institutional ETF Balanced as of 1.5.2018 - Institutional ETF Balanced as of 1.5.2018.pdf » Institutional ETF Balanced as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	36 downloads	Gates Glassel	31-01-2018 22:22
Institutional Alpha Income & Growth as of 1.5.2018 - Institutional Alpha Income & Growth as of 1.5.2018.pdf » Institutional Alpha Income & Growth as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	58 downloads	Gates Glassel	31-01-2018 22:21
Institutional Alpha Income as of 1.5.2018 - Institutional Alpha Income as of 1.5.2018.pdf » Institutional Alpha Income as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	39 downloads	Gates Glassel	31-01-2018 22:21
Institutional Alpha Income Primary as of 1.5.2018 - Institutional Alpha Income Primary as of 1.5.2018.pdf » Institutional Alpha Income Primary as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	41 downloads	Gates Glassel	31-01-2018 22:21
Institutional Alpha Balanced as of 1.5.2018 - Institutional Alpha Balanced as of 1.5.2018.pdf » Institutional Alpha Balanced as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	119 downloads	Gates Glassel	31-01-2018 22:20
Institutional Alpha Fixed Income as of 1.5.2018 - Institutional Alpha Fixed Income as of 1.5.2018.pdf » Institutional Alpha Fixed Income as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	24 downloads	Gates Glassel	31-01-2018 22:20
Institutional Alpha Growth as of 1.5.2018 - Institutional Alpha Growth as of 1.5.2018.pdf » Institutional Alpha Growth as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	95 downloads	Gates Glassel	31-01-2018 22:20
Diversified Income as of 1.5.2018 - Diversified Income as of 1.5.2018.pdf » Diversified Income as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	173 downloads	Gates Glassel	31-01-2018 22:19
Institutional Alpha Aggressive Growth as of 1.5.2018 - Institutional Alpha Aggressive Growth as of 1.5.2018.pdf » Institutional Alpha Aggressive Growth as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	65 downloads	Gates Glassel	31-01-2018 22:19
January 2018 - January 2018.pdf » January 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	30-01-2018 21:54
December 2017 - December 2017.pdf » December 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	8 downloads	Gates Glassel	30-01-2018 21:53
Balance Sheet - Advisor Overview - Balance Sheet - Advisor Overview1.pdf » Balance Sheet - Advisor Overview1.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Gates Glassel	30-01-2018 20:25
Client Portal - Balance Sheet - Client Version - Client Portal - Balance Sheet - Client Version.pdf » Client Portal - Balance Sheet - Client Version.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	30-01-2018 20:25
Working Part Time in Retirement 1.11.2018 - Working Part Time in Retirement 1.11.2018.pdf » Working Part Time in Retirement 1.11.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Gates Glassel	30-01-2018 15:29
InvestmentHQ Mobile App - InvestmentHQ Mobile App.pdf » InvestmentHQ Mobile App.pdf File Options Download Preview Goto Post	"" function does not exist.	49 downloads	Gates Glassel	30-01-2018 15:29
Dissolving the Marital Contract 1.26.2018 - Dissolving the Marital Contract 1.26.2018.pdf » Dissolving the Marital Contract 1.26.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Gates Glassel	30-01-2018 15:28
MMRP Quarterly Commentary Q3 2017 - MMRP Quarterly Commentary Q3 2017.pdf » MMRP Quarterly Commentary Q3 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Gates Glassel	30-01-2018 15:22
MMRP Quarterly Commentary Q4 2017 - MMRP Quarterly Commentary Q4 2017.pdf » MMRP Quarterly Commentary Q4 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Gates Glassel	30-01-2018 15:22
Milliman Commentary December 2017 - Milliman Commentary December 2017.pdf » Milliman Commentary December 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	10 downloads	Gates Glassel	30-01-2018 15:21
Milliman Commentary November 2017 - Milliman Commentary November 2017.pdf » Milliman Commentary November 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Gates Glassel	30-01-2018 15:21
Milliman Commentary October 2017 - Milliman Commentary October 2017.pdf » Milliman Commentary October 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	7 downloads	Gates Glassel	30-01-2018 15:21
MMRP Growth Factsheet Q4 2017 - MMRP Growth Factsheet Q4 2017.pdf » MMRP Growth Factsheet Q4 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Gates Glassel	30-01-2018 15:13
MMRP Moderate Factsheet Q4 2017 - MMRP Moderate Factsheet Q4 2017.pdf » MMRP Moderate Factsheet Q4 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Gates Glassel	30-01-2018 15:13
AE WM Model Performance as of 9.30.2017 - AE WM Model Performance as of 9.30.2017.pdf » AE WM Model Performance as of 9.30.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	30-01-2018 14:54
AE WM Model Performance as of 12.31.2017 - AE WM Model Performance as of 12.31.2017.pdf » AE WM Model Performance as of 12.31.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	189 downloads	Gates Glassel	30-01-2018 14:54
AE WM Model Performance as of 3.31.2017 - AE WM Model Performance as of 3.31.2017.pdf » AE WM Model Performance as of 3.31.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	30-01-2018 14:53
AE WM Model Performance as of 6.30.2017 - AE WM Model Performance as of 6.30.2017.pdf » AE WM Model Performance as of 6.30.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	25 downloads	Gates Glassel	30-01-2018 14:53
Diversified Income OnePager as of 1.5.2018 - Diversified Income OnePager as of 1.5.2018.pdf » Diversified Income OnePager as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	24 downloads	Gates Glassel	30-01-2018 14:52
Inst'l ETF OnePager as of 1.5.2018 - Inst'l ETF OnePager as of 1.5.2018.pdf » Inst'l ETF OnePager as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	26 downloads	Gates Glassel	30-01-2018 14:45
Inst'l Alpha OnePager as of 1.5.2018 - Inst'l Alpha OnePager as of 1.5.2018.pdf » Inst'l Alpha OnePager as of 1.5.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	46 downloads	Gates Glassel	30-01-2018 14:44
Kevin Thornton - Kevin Thornton1.pdf » Kevin Thornton1.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Gates Glassel	04-01-2018 16:21
Kirk Stewart - Kirk Stewart1.pdf » Kirk Stewart1.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Gates Glassel	04-01-2018 16:21
David Vaughn - David Vaughn1.pdf » David Vaughn1.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Gates Glassel	04-01-2018 16:20
John Imming - John Imming1.pdf » John Imming1.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Gates Glassel	04-01-2018 16:20
AE WM Planning Intake Form - AE WM Planning Intake Form.pdf » AE WM Planning Intake Form.pdf File Options Download Preview Goto Post	"" function does not exist.	43 downloads	Gates Glassel	04-01-2018 16:19
Strategies for Big Ticket Purchases 12.28.2017 - Strategies for Big Ticket Purchases 12.28.2017.pdf » Strategies for Big Ticket Purchases 12.28.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	24 downloads	Gates Glassel	04-01-2018 16:13
How Diversified Income will React During Rising Int Rates - Jan 2018 - How Diversified Income will React During Rising Int Rates - Jan 2018.pdf » How Diversified Income will React During Rising Int Rates - Jan 2018.pdf File Options Download Preview Goto Post	"" function does not exist.	34 downloads	Gates Glassel	04-01-2018 16:10
Weekly Market Recap 1.2.2018 - Weekly Market Recap 1.2.2018.pdf » Weekly Market Recap 1.2.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Gates Glassel	04-01-2018 16:06
Weekly Market Recap 12.26.2017 - Weekly Market Recap 12.26.2017.pdf » Weekly Market Recap 12.26.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	04-01-2018 16:05
Weekly Market Update 12.26.2017 - Weekly Market Update 12.26.2017.pdf » Weekly Market Update 12.26.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Gates Glassel	04-01-2018 16:00
Weekly Market Update 1.2.2018 - Weekly Market Update 1.2.2018.pdf » Weekly Market Update 1.2.2018.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Gates Glassel	04-01-2018 15:59
Weekly Market Recap 12.18.2017 - Weekly Market Recap 12.18.2017.pdf » Weekly Market Recap 12.18.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Gates Glassel	20-12-2017 14:59
Bond Market Review 12.18.2017 - Bond Market Review 12.18.2017.pdf » Bond Market Review 12.18.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Gates Glassel	20-12-2017 14:59
Weekly Market Update 12.18.2017 - Weekly Market Update 12.18.2017.pdf » Weekly Market Update 12.18.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	26 downloads	Gates Glassel	20-12-2017 14:58
A Plan for Wealth Allocation 12.14.2017 - A Plan for Wealth Allocation 12.14.2017.pdf » A Plan for Wealth Allocation 12.14.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	25 downloads	Gates Glassel	20-12-2017 14:47
Bond Market Review 12.11.2017 - Bond Market Review 12.11.2017.pdf » Bond Market Review 12.11.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Gates Glassel	20-12-2017 14:43
Investment Manager Performance Evaluation - Dec 2017 - Investment Manager Performance Evaluation - Dec 2017.pdf » Investment Manager Performance Evaluation - Dec 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	40 downloads	Jared Payne	06-12-2017 21:17
Bond Market Review 12.4.2017 - Bond Market Review 12.4.2017.pdf » Bond Market Review 12.4.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Jared Payne	06-12-2017 21:15
Bond Market Review 11.20.2017 - Bond Market Review 11.20.2017.pdf » Bond Market Review 11.20.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	06-12-2017 21:14
Weekly Market Recap 12.4.2017 - Weekly Market Recap 12.4.2017.pdf » Weekly Market Recap 12.4.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	06-12-2017 21:12
Weekly Market Recap 12.4.2017 - Weekly Market Recap 12420171.pdf » Weekly Market Recap 12420171.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Jared Payne	06-12-2017 21:12
Weekly Market Recap 11.20.2017 - Weekly Market Recap 11.20.2017.pdf » Weekly Market Recap 11.20.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Jared Payne	06-12-2017 21:11
Weekly Market Recap 11.27.2017 - Weekly Market Recap 11.27.2017.pdf » Weekly Market Recap 11.27.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Jared Payne	06-12-2017 21:11
Weekly Market Update 11.27.2017 - Weekly Market Update 11.27.2017.pdf » Weekly Market Update 11.27.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	06-12-2017 21:08
Weekly Market Update 12.4.2017 - Weekly Market Update 12.4.2017.pdf » Weekly Market Update 12.4.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	25 downloads	Jared Payne	06-12-2017 21:08
Weekly Market Update 11.20.2017 - Weekly Market Update 11.20.2017.pdf » Weekly Market Update 11.20.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Jared Payne	06-12-2017 21:07
How to Plan for Cognitive Decline 11.30.2017 - How to Plan for Cognitive Decline 11.30.2017.pdf » How to Plan for Cognitive Decline 11.30.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	34 downloads	Jared Payne	06-12-2017 21:04
AWEM Experience - AWEM Experience.pdf » AWEM Experience.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Jared Payne	06-12-2017 21:02
Milliman Managed Risk Parity Investor Guide (client facing) - Milliman Managed Risk Parity Investor Guide (client facing).pdf » Milliman Managed Risk Parity Investor Guide (client facing).pdf File Options Download Preview Goto Post	"" function does not exist.	81 downloads	Jared Payne	06-12-2017 20:55
Milliman Managed Risk Parity Moderate Factsheet - Milliman Managed Risk Parity Moderate Factsheet.pdf » Milliman Managed Risk Parity Moderate Factsheet.pdf File Options Download Preview Goto Post	"" function does not exist.	31 downloads	Jared Payne	06-12-2017 20:55
Milliman Managed Risk Parity Growth Factsheet - Milliman Managed Risk Parity Growth Factsheet.pdf » Milliman Managed Risk Parity Growth Factsheet.pdf File Options Download Preview Goto Post	"" function does not exist.	77 downloads	Jared Payne	06-12-2017 20:54
Milliman Managed Risk Parity Brochure - Milliman Managed Risk Parity Brochure.pdf » Milliman Managed Risk Parity Brochure.pdf File Options Download Preview Goto Post	"" function does not exist.	65 downloads	Jared Payne	06-12-2017 20:53
Due Diligence Milliman Managed Risk Parity - Due Diligence Milliman Managed Risk Parity4.pdf » Due Diligence Milliman Managed Risk Parity4.pdf File Options Download Preview Goto Post	"" function does not exist.	51 downloads	Jared Payne	06-12-2017 20:52
Due Diligence Diversified Income - Due Diligence Diversified Income4.pdf » Due Diligence Diversified Income4.pdf File Options Download Preview Goto Post	"" function does not exist.	44 downloads	Jared Payne	06-12-2017 20:47
Due Diligence Diversified Income - Due Diligence Diversified Income5.pdf » Due Diligence Diversified Income5.pdf File Options Download Preview Goto Post	"" function does not exist.	43 downloads	Jared Payne	06-12-2017 20:47
Due Diligence Institutional ETF - Due Diligence Institutional ETF4.pdf » Due Diligence Institutional ETF4.pdf File Options Download Preview Goto Post	"" function does not exist.	44 downloads	Jared Payne	06-12-2017 20:44
Inst'l Alpha Balanced SnapShot as of 10.16.2017 - Inst'l Alpha Balanced SnapShot as of 101620171.pdf » Inst'l Alpha Balanced SnapShot as of 101620171.pdf File Options Download Preview Goto Post	"" function does not exist.	72 downloads	Jared Payne	06-12-2017 20:42
Due Diligence Instiutional Alpha - Due Diligence Instiutional Alpha.pdf » Due Diligence Instiutional Alpha.pdf File Options Download Preview Goto Post	"" function does not exist.	80 downloads	Jared Payne	06-12-2017 20:38
AEWM Remote Office Handbook 11.8.17 - AEWM Remote Office Handbook 11.8.17.pdf » AEWM Remote Office Handbook 11.8.17.pdf File Options Download Preview Goto Post	"" function does not exist.	57 downloads	Jared Payne	16-11-2017 22:27
AE WM Form ADV Part 2A Appendix 1 - Wrap Fee Program Brochure - AE WM Form ADV Part 2A Appendix 1 - Wrap Fee Program Brochure.pdf » AE WM Form ADV Part 2A Appendix 1 - Wrap Fee Program Brochure.pdf File Options Download Preview Goto Post	"" function does not exist.	37 downloads	Jared Payne	16-11-2017 22:27
AE WM ADV Part 2A - AE WM ADV Part 2A1.pdf » AE WM ADV Part 2A1.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Jared Payne	16-11-2017 22:25
Quarterly Market Talk - 3rd Quarter 2017 (client facing) - Quarterly Market Talk - 3rd Quarter 2017 (client facing).pdf » Quarterly Market Talk - 3rd Quarter 2017 (client facing).pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Jared Payne	16-11-2017 22:19
AE WM CIO Quarterly Review Q3 2017 (advisor facing only) - AE WM CIO Quarterly Review Q3 2017 (advisor facing only).pdf » AE WM CIO Quarterly Review Q3 2017 (advisor facing only).pdf File Options Download Preview Goto Post	"" function does not exist.	40 downloads	Jared Payne	16-11-2017 22:18
Improving Environment for Active Management - October 2017 - Improving Environment for Active Management - October 20171.pdf » Improving Environment for Active Management - October 20171.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Jared Payne	16-11-2017 22:18
November 2017 - November 2017.pdf » November 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Jared Payne	16-11-2017 22:15
Bond Market Review 11.13.2017 - Bond Market Review 11.13.2017.pdf » Bond Market Review 11.13.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Jared Payne	16-11-2017 22:12
Bond Market Review 11.6.2017 - Bond Market Review 11.6.2017.pdf » Bond Market Review 11.6.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Jared Payne	16-11-2017 22:12
Bond Market Review 11.6.2017 - Bond Market Review 11620171.pdf » Bond Market Review 11620171.pdf File Options Download Preview Goto Post	"" function does not exist.	11 downloads	Jared Payne	16-11-2017 22:12
Weekly Market Recap 11.13.2017 - Weekly Market Recap 11.13.2017.pdf » Weekly Market Recap 11.13.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Jared Payne	16-11-2017 22:09
Weekly Market Recap 10.30.2017 - Weekly Market Recap 10.30.2017.pdf » Weekly Market Recap 10.30.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Jared Payne	16-11-2017 22:08
Weekly Market Recap 11.6.2017 - Weekly Market Recap 11.6.2017.pdf » Weekly Market Recap 11.6.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Jared Payne	16-11-2017 22:08
Weekly Market Recap 10.23.2017 - Weekly Market Recap 10.23.2017.pdf » Weekly Market Recap 10.23.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	16-11-2017 22:07
Weekly Market Update 11.13.2017 - Weekly Market Update 11.13.2017.pdf » Weekly Market Update 11.13.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Jared Payne	16-11-2017 21:44
Weekly Market Update 11.6.2017 - Weekly Market Update 11.6.2017.pdf » Weekly Market Update 11.6.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	16-11-2017 21:43
Weekly Market Update 10.30.2017 - Weekly Market Update 10.30.2017.pdf » Weekly Market Update 10.30.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Jared Payne	16-11-2017 21:42
Weekly Market Update 10.30.2017 - Weekly Market Update 103020171.pdf » Weekly Market Update 103020171.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Jared Payne	16-11-2017 21:42
Weekly Market Update 10.23.2017 - Weekly Market Update 10.23.2017.pdf » Weekly Market Update 10.23.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Jared Payne	16-11-2017 21:41
Retirement -Whats A Safe Savings Rate 11.2.2017 - Retirement -Whats A Safe Savings Rate 11.2.2017.pdf » Retirement -Whats A Safe Savings Rate 11.2.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Jared Payne	16-11-2017 21:37
GOP Plan for Tax Reform 10.19.2017 - GOP Plan for Tax Reform 10.19.2017.pdf » GOP Plan for Tax Reform 10.19.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Jared Payne	16-11-2017 21:35
GOP Plan for Tax Reform 10.19.2017 - GOP Plan for Tax Reform 101920171.pdf » GOP Plan for Tax Reform 101920171.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	16-11-2017 21:35
GOP Plan for Tax Reform 10.19.2017 - GOP Plan for Tax Reform 101920172.pdf » GOP Plan for Tax Reform 101920172.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Jared Payne	16-11-2017 21:35
Diversified Income OnePager as of 10.16.2017 - Diversified Income OnePager as of 10.16.2017.pdf » Diversified Income OnePager as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	59 downloads	Jared Payne	16-11-2017 21:28
Diversified Income SnapShot as of 10.16.2017 - Diversified Income SnapShot as of 10.16.2017.pdf » Diversified Income SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	90 downloads	Jared Payne	16-11-2017 21:28
Inst'l ETF OnePager as of 10.16.2017 - Inst'l ETF OnePager as of 10.16.2017.pdf » Inst'l ETF OnePager as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	40 downloads	Jared Payne	16-11-2017 21:18
Inst'l ETF Income Primary SnapShot as of 10.16.2017 - Inst'l ETF Income Primary SnapShot as of 10.16.2017.pdf » Inst'l ETF Income Primary SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	25 downloads	Jared Payne	16-11-2017 21:17
Inst'l ETF Income SnapShot as of 10.16.2017 - Inst'l ETF Income SnapShot as of 10.16.2017.pdf » Inst'l ETF Income SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	26 downloads	Jared Payne	16-11-2017 21:17
Inst'l ETF Income & Growth SnapShot as of 10.16.2017 - Inst'l ETF Income & Growth SnapShot as of 10.16.2017.pdf » Inst'l ETF Income & Growth SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	37 downloads	Jared Payne	16-11-2017 21:16
Inst'l ETF Fixed Income SnapShot as of 10.16.2017 - Inst'l ETF Fixed Income SnapShot as of 10.16.2017.pdf » Inst'l ETF Fixed Income SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	24 downloads	Jared Payne	16-11-2017 21:15
Inst'l ETF Growth SnapShot as of 10.16.2017 - Inst'l ETF Growth SnapShot as of 10.16.2017.pdf » Inst'l ETF Growth SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	39 downloads	Jared Payne	16-11-2017 21:15
Inst'l ETF Balanced SnapShot as of 10.16.2017 - Inst'l ETF Balanced SnapShot as of 10.16.2017.pdf » Inst'l ETF Balanced SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	47 downloads	Jared Payne	16-11-2017 21:14
Inst'l ETF Aggressive Growth SnapShot as of 10.16.2017 - Inst'l ETF Aggressive Growth SnapShot as of 10.16.2017.pdf » Inst'l ETF Aggressive Growth SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Jared Payne	16-11-2017 21:13
Inst'l Alpha OnePager as of 10.16.2017 - Inst'l Alpha OnePager as of 10.16.2017.pdf » Inst'l Alpha OnePager as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	105 downloads	Jared Payne	16-11-2017 20:54
Inst'l Alpha Income SnapShot as of 10.16.2017 - Inst'l Alpha Income SnapShot as of 10.16.2017.pdf » Inst'l Alpha Income SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	28 downloads	Jared Payne	16-11-2017 20:53
Inst'l Alpha Income Primary SnapShot as of 10.16.2017 - Inst'l Alpha Income Primary SnapShot as of 10.16.2017.pdf » Inst'l Alpha Income Primary SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	26 downloads	Jared Payne	16-11-2017 20:51
Inst'l Alpha Growth SnapShot as of 10.16.2017 - Inst'l Alpha Growth SnapShot as of 10.16.2017.pdf » Inst'l Alpha Growth SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	67 downloads	Jared Payne	16-11-2017 20:50
Inst'l Alpha Income & Growth SnapShot as of 10.16.2017 - Inst'l Alpha Income & Growth SnapShot as of 10.16.2017.pdf » Inst'l Alpha Income & Growth SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	57 downloads	Jared Payne	16-11-2017 20:50
Inst'l Alpha Fixed Income SnapShot as of 10.16.2017 - Inst'l Alpha Fixed Income SnapShot as of 10.16.2017.pdf » Inst'l Alpha Fixed Income SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	25 downloads	Jared Payne	16-11-2017 20:49
Inst'l Alpha Balanced SnapShot as of 10.16.2017 - Inst'l Alpha Balanced SnapShot as of 10.16.2017.pdf » Inst'l Alpha Balanced SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	16-11-2017 20:48
Inst'l Alpha Aggressive Growth SnapShot as of 10.16.2017 - Inst'l Alpha Aggressive Growth SnapShot as of 10.16.2017.pdf » Inst'l Alpha Aggressive Growth SnapShot as of 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	60 downloads	Jared Payne	16-11-2017 20:47
AE WM ADV Part 2A - AE WM ADV Part 2A.pdf » AE WM ADV Part 2A.pdf File Options Download Preview Goto Post	"" function does not exist.	84 downloads	Jared Payne	15-11-2017 14:53
Improving Environment for Active Management - October 2017 - Improving Environment for Active Management - October 2017.pdf » Improving Environment for Active Management - October 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	19-10-2017 20:46
Asset Allocation Update October 2017 - Asset Allocation Update October 2017.pdf » Asset Allocation Update October 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Jared Payne	19-10-2017 20:46
Q3 2017 Allocation Update - Q3 2017 Allocation Update.pdf » Q3 2017 Allocation Update.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Jared Payne	19-10-2017 20:45
October 2017 - October 20171.pdf » October 20171.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Jared Payne	19-10-2017 20:43
Weekly Market Update 10.16.2017 - October 2017.pdf » October 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Jared Payne	19-10-2017 20:41
Weekly Market Recap 10.16.2017 - Weekly Market Recap 10.16.2017.pdf » Weekly Market Recap 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Jared Payne	19-10-2017 20:38
Weekly Market Update 10.16.2017 - Weekly Market Update 10.16.2017.pdf » Weekly Market Update 10.16.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Jared Payne	19-10-2017 20:25
AE WM Financial Planning Getting Started Guide v3 - AE WM Financial Planning Getting Started Guide v3.pdf » AE WM Financial Planning Getting Started Guide v3.pdf File Options Download Preview Goto Post	"" function does not exist.	36 downloads	Jared Payne	19-10-2017 20:20
AEWM Financial Planning Software Q&A - AEWM Financial Planning Software Q&A.pdf » AEWM Financial Planning Software Q&A.pdf File Options Download Preview Goto Post	"" function does not exist.	29 downloads	Jared Payne	19-10-2017 20:19
inStream Fact Finder Tool - inStream Fact Finder Tool.pdf » inStream Fact Finder Tool.pdf File Options Download Preview Goto Post	"" function does not exist.	45 downloads	Jared Payne	19-10-2017 20:18
inStream FIA Module - inStream FIA Module.pdf » inStream FIA Module.pdf File Options Download Preview Goto Post	"" function does not exist.	51 downloads	Jared Payne	19-10-2017 20:17
Financial Planning - First Meeting Scratch Pad Template - Financial Planning - First Meeting Scratch Pad Template.docx » Financial Planning - First Meeting Scratch Pad Template.docx File Options Download Preview Goto Post	"" function does not exist.	59 downloads	Jared Payne	19-10-2017 19:19
Financial Planning - Copperleaf Capital (advisor facing) - Financial Planning - Copperleaf Capital (advisor facing).pptx » Financial Planning - Copperleaf Capital (advisor facing).pptx File Options Download Preview Goto Post	"" function does not exist.	35 downloads	Jared Payne	19-10-2017 19:17
Financial Planning - Client Engagement Letter Template - Financial Planning - Client Engagement Letter Template.DOCX » Financial Planning - Client Engagement Letter Template.DOCX File Options Download Preview Goto Post	"" function does not exist.	77 downloads	Jared Payne	19-10-2017 19:09
Milliman Commentary September 2017 - Milliman Commentary September 2017.pdf » Milliman Commentary September 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	30 downloads	Jared Payne	19-10-2017 19:03
Diversified Income Model Update October 2017 - Diversified Income Model Update October 2017.pdf » Diversified Income Model Update October 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	37 downloads	Jared Payne	19-10-2017 19:00
Diversified Income Model Update October 2017 - Diversified Income Model Update October 20171.pdf » Diversified Income Model Update October 20171.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Jared Payne	19-10-2017 19:00
Institutional Alpha Model Update October 2017 - Institutional Alpha Model Update October 2017.pdf » Institutional Alpha Model Update October 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	44 downloads	Jared Payne	19-10-2017 18:56
Asset Allocation and Rebalancing (August 2017) - Asset Allocation and Rebalancing (August 2017).pdf » Asset Allocation and Rebalancing (August 2017).pdf File Options Download Preview Goto Post	"" function does not exist.	27 downloads	Jared Payne	10-10-2017 21:52
Federal Reserve Balance Sheet Roll-Off (September 2017) - Federal Reserve Balance Sheet Roll-Off (September 2017).pdf » Federal Reserve Balance Sheet Roll-Off (September 2017).pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Jared Payne	10-10-2017 21:51
Federal Reserve Balance Sheet Roll-Off (September 2017) - Federal Reserve Balance Sheet Roll-Off (September 2017)1.pdf » Federal Reserve Balance Sheet Roll-Off (September 2017)1.pdf File Options Download Preview Goto Post	"" function does not exist.	14 downloads	Jared Payne	10-10-2017 21:51
Bond Market Review 9.25.2017 - Bond Market Review 9.25.2017.pdf » Bond Market Review 9.25.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Jared Payne	10-10-2017 21:48
Bond Market Review 10.2.2017 - Bond Market Review 10.2.2017.pdf » Bond Market Review 10.2.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	10-10-2017 21:48
Weekly Market Recap 10.9.2017 - Weekly Market Recap 10.9.2017.pdf » Weekly Market Recap 10.9.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Jared Payne	10-10-2017 21:44
Weekly Market Recap 10.9.2017 - Weekly Market Recap 10920171.pdf » Weekly Market Recap 10920171.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Jared Payne	10-10-2017 21:44
Weekly Market Recap 10.2.2017 - Weekly Market Recap 10.2.2017.pdf » Weekly Market Recap 10.2.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	10-10-2017 21:42
Weekly Market Recap 10.2.2017 - Weekly Market Recap 10220171.pdf » Weekly Market Recap 10220171.pdf File Options Download Preview Goto Post	"" function does not exist.	12 downloads	Jared Payne	10-10-2017 21:42
Weekly Market Recap 9.25.2017 - Weekly Market Recap 9.25.2017.pdf » Weekly Market Recap 9.25.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Jared Payne	10-10-2017 21:41
Weekly Market Update 10.2.2017 - Weekly Market Update 10.2.2017.pdf » Weekly Market Update 10.2.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	10-10-2017 21:35
Weekly Market Update 10.9.2017 - Weekly Market Update 10.9.2017.pdf » Weekly Market Update 10.9.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	10-10-2017 21:35
Weekly Market Update 9.25.2017 - Weekly Market Update 9.25.2017.pdf » Weekly Market Update 9.25.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Jared Payne	10-10-2017 21:28
What Role Should Impulse Play (available to order on AE Marketing Hub) - What Role Should Impulse Play (available to order on AE Marketing Hub).pdf » What Role Should Impulse Play (available to order on AE Marketing Hub).pdf File Options Download Preview Goto Post	"" function does not exist.	49 downloads	Jared Payne	10-10-2017 21:23
Don't Defer Tax Planning for 2018 10.5.2017 - Don't Defer Tax Planning for 2018 10.5.2017.pdf » Don't Defer Tax Planning for 2018 10.5.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	26 downloads	Jared Payne	10-10-2017 21:20
Financial Planning Agreement v7.25.2016 - Financial Planning Agreement v7.25.2016.pdf » Financial Planning Agreement v7.25.2016.pdf File Options Download Preview Goto Post	"" function does not exist.	68 downloads	Jared Payne	19-09-2017 21:23
Death Like Other Financial Events You Need A Plan 9.14.2017 - Death Like Other Financial Events You Need A Plan 9.14.2017.pdf » Death Like Other Financial Events You Need A Plan 9.14.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Jared Payne	19-09-2017 21:20
The Transforming Power of Integration - The Transforming Power of Integration.pdf » The Transforming Power of Integration.pdf File Options Download Preview Goto Post	"" function does not exist.	49 downloads	Jared Payne	19-09-2017 21:18
The Insurance_Reinsurance Markets Reaction to Recent Natural Catastrophes - September 2017 - The Insurance_Reinsurance Markets Reaction to Recent Natural Catastrophes - September 2017.pdf » The Insurance_Reinsurance Markets Reaction to Recent Natural Catastrophes - September 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	35 downloads	Jared Payne	19-09-2017 21:15
September 2017 - September 2017.pdf » September 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	25 downloads	Jared Payne	19-09-2017 21:12
Bond Market Review 9.18.2017 - Bond Market Review 9.18.2017.pdf » Bond Market Review 9.18.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Jared Payne	19-09-2017 21:10
Weekly Market Recap 9.18.2017 - Weekly Market Recap 9.18.2017.pdf » Weekly Market Recap 9.18.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Jared Payne	19-09-2017 21:08
Weekly Market Recap 9.18.2017 - Weekly Market Recap 91820171.pdf » Weekly Market Recap 91820171.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Jared Payne	19-09-2017 21:08
Weekly Market Update 9.18.2017 - Weekly Market Update 9.18.2017.pdf » Weekly Market Update 9.18.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Jared Payne	19-09-2017 21:06
Milliman Commentary August 2017 - Milliman Commentary August 2017.pdf » Milliman Commentary August 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Jared Payne	19-09-2017 21:02
Weekly Market Recap 9.11.2017 - Weekly Market Recap 9.11.2017.pdf » Weekly Market Recap 9.11.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Jared Payne	12-09-2017 16:48
Weekly Market Update 9.11.2017 - Weekly Market Update 9.11.2017.pdf » Weekly Market Update 9.11.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Jared Payne	12-09-2017 16:48
Bond Market Review 9.11.2017 - Bond Market Review 9.11.2017.pdf » Bond Market Review 9.11.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	15 downloads	Jared Payne	12-09-2017 16:47
Div Income Implications Hurricane Harvey - August 2017 - Div Income Implications Hurricane Harvey - August 2017.pdf » Div Income Implications Hurricane Harvey - August 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Jared Payne	07-09-2017 19:30
Bond Market Review 8.28.2017 - Bond Market Review 8.28.2017.pdf » Bond Market Review 8.28.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	07-09-2017 19:28
Bond Market Review 9.5.2017 - Bond Market Review 9.5.2017.pdf » Bond Market Review 9.5.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Jared Payne	07-09-2017 19:27
Weekly Market Recap 8.28.2017 - Weekly Market Recap 8.28.2017.pdf » Weekly Market Recap 8.28.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	07-09-2017 19:22
Weekly Market Recap 9.5.2017 - Weekly Market Recap 9.5.2017.pdf » Weekly Market Recap 9.5.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	13 downloads	Jared Payne	07-09-2017 19:21
Weekly Market Update 9.5.2017 - Weekly Market Update 9.5.2017.pdf » Weekly Market Update 9.5.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	07-09-2017 19:17
Weekly Market Update 8.28.2017 - Weekly Market Update 8.28.2017.pdf » Weekly Market Update 8.28.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Jared Payne	07-09-2017 19:16
Diversifications Do's and Don'ts 8.31.2017 - Diversifications Do's and Don'ts 8.31.2017.pdf » Diversifications Do's and Don'ts 8.31.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Jared Payne	07-09-2017 19:12
Market Commentary July 2017 - Market Commentary July 2017.pdf » Market Commentary July 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Jared Payne	07-09-2017 18:53
Bond Market Review 8.21.2017 - Bond Market Review 8.21.2017.pdf » Bond Market Review 8.21.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Jared Payne	22-08-2017 20:34
Weekly Market Recap 8.21.2017 - Weekly Market Recap 8.21.2017.pdf » Weekly Market Recap 8.21.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Jared Payne	22-08-2017 20:25
Weekly Market Update 8.21.2017 - Weekly Market Update 8.21.2017.pdf » Weekly Market Update 8.21.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	22-08-2017 20:23
Retirement Plan Enhancement Opportunity - Retirement Plan Enhancement Opportunity.pdf » Retirement Plan Enhancement Opportunity.pdf File Options Download Preview Goto Post	"" function does not exist.	28 downloads	Jared Payne	22-08-2017 20:21
AE Wealth Retirement Plan Brochure - AE Wealth Retirement Plan Brochure.pdf » AE Wealth Retirement Plan Brochure.pdf File Options Download Preview Goto Post	"" function does not exist.	65 downloads	Jared Payne	22-08-2017 20:19
The Importance of Financial Planning - The Importance of Financial Planning.pdf » The Importance of Financial Planning.pdf File Options Download Preview Goto Post	"" function does not exist.	43 downloads	Jared Payne	22-08-2017 20:16
Due Diligence Milliman Managed Risk Parity - Due Diligence Milliman Managed Risk Parity3.pdf » Due Diligence Milliman Managed Risk Parity3.pdf File Options Download Preview Goto Post	"" function does not exist.	65 downloads	Jared Payne	22-08-2017 20:15
Due Diligence Institutional ETF - Due Diligence Institutional ETF2.pdf » Due Diligence Institutional ETF2.pdf File Options Download Preview Goto Post	"" function does not exist.	28 downloads	Jared Payne	22-08-2017 20:04
Due Diligence Institutional ETF - Due Diligence Institutional ETF3.pdf » Due Diligence Institutional ETF3.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	22-08-2017 20:04
Due Diligence Institutional Alpha - Due Diligence Institutional Alpha3.pdf » Due Diligence Institutional Alpha3.pdf File Options Download Preview Goto Post	"" function does not exist.	96 downloads	Jared Payne	22-08-2017 19:51
Due Diligence Diversified Income - Due Diligence Diversified Income3.pdf » Due Diligence Diversified Income3.pdf File Options Download Preview Goto Post	"" function does not exist.	84 downloads	Jared Payne	22-08-2017 19:49
Diversified Income Snapshot (Q2 2017) - Diversified Income Snapshot (Q2 2017).pdf » Diversified Income Snapshot (Q2 2017).pdf File Options Download Preview Goto Post	"" function does not exist.	125 downloads	Jared Payne	22-08-2017 19:46
College Planning 8.17.2017 - College Planning 8.17.2017.pdf » College Planning 8.17.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Jared Payne	22-08-2017 19:43
Kevin Thornton - Kevin Thornton.pdf » Kevin Thornton.pdf File Options Download Preview Goto Post	"" function does not exist.	24 downloads	Jared Payne	18-08-2017 16:31
Kirk Stewart - Kirk Stewart.pdf » Kirk Stewart.pdf File Options Download Preview Goto Post	"" function does not exist.	29 downloads	Jared Payne	18-08-2017 16:31
David Vaughn - David Vaughn.pdf » David Vaughn.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	18-08-2017 16:30
John Imming - John Imming.pdf » John Imming.pdf File Options Download Preview Goto Post	"" function does not exist.	23 downloads	Jared Payne	18-08-2017 16:30
Weekly Market Update 8.14.2017 - Weekly Market Update 8.14.2017.pdf » Weekly Market Update 8.14.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Jared Payne	18-08-2017 16:04
Weekly Market Recap 8.14.2017 - Weekly Market Recap 8.14.2017.pdf » Weekly Market Recap 8.14.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	16 downloads	Jared Payne	18-08-2017 16:03
Inst'l Alpha OnePager as of 7.12.2017 - Inst'l Alpha OnePager as of 7.12.2017.pdf » Inst'l Alpha OnePager as of 7.12.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	134 downloads	Jared Payne	18-08-2017 16:02
Inst'l ETF OnePager as of 7.12.2017 - Inst'l ETF OnePager as of 7.12.2017.pdf » Inst'l ETF OnePager as of 7.12.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	79 downloads	Jared Payne	18-08-2017 16:02
Diversified Income OnePager as of 7.12.2017 - Diversified Income OnePager as of 7.12.2017.pdf » Diversified Income OnePager as of 7.12.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	92 downloads	Jared Payne	18-08-2017 16:01
August 2017 - August 2017.pdf » August 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Jared Payne	18-08-2017 16:00
Active Management (July 2017) - Active Management (July 2017).pdf » Active Management (July 2017).pdf File Options Download Preview Goto Post	"" function does not exist.	44 downloads	Jared Payne	08-08-2017 20:36
AEWM CIO Quarterly Review - Q1 2017 - AEWM CIO Quarterly Review - Q1 2017.pdf » AEWM CIO Quarterly Review - Q1 2017.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Jared Payne	08-08-2017 20:28
Weekly Market Recap 8.7.2017 - Weekly Market Recap 8.7.2017.pdf » Weekly Market Recap 8.7.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	20 downloads	Jared Payne	08-08-2017 20:25
Weekly Market Update 8.7.2017 - Weekly Market Update 8.7.2017.pdf » Weekly Market Update 8.7.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	21 downloads	Jared Payne	08-08-2017 20:22
Estate Planning for Second Marriages and Blended Families 8.3.2017 - Estate Planning for Second Marriages and Blended Families 8.3.2017.pdf » Estate Planning for Second Marriages and Blended Families 8.3.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	35 downloads	Jared Payne	08-08-2017 20:19
Fidelity Top of Mind for Advisor in 2017 - Fidelity Top of Mind for Advisor in 2017.PDF » Fidelity Top of Mind for Advisor in 2017.PDF File Options Download Preview Goto Post	"" function does not exist.	54 downloads	Jared Payne	01-08-2017 21:19
Fidelity June 2017 Wealth Management M&A Transaction Report - Fidelity June 2017 Wealth Management M&A Transaction Report.PDF » Fidelity June 2017 Wealth Management M&A Transaction Report.PDF File Options Download Preview Goto Post	"" function does not exist.	78 downloads	Jared Payne	01-08-2017 21:18
Fidelity Insights from The 2016 Fidelity RIA Benchmarking Study - Fidelity Insights from The 2016 Fidelity RIA Benchmarking Study.PDF » Fidelity Insights from The 2016 Fidelity RIA Benchmarking Study.PDF File Options Download Preview Goto Post	"" function does not exist.	30 downloads	Jared Payne	01-08-2017 21:17
The 2017 FA Insight Study of Advisory Firms People & Pay - The 2017 FA Insight Study of Advisory Firms People & Pay.pdf » The 2017 FA Insight Study of Advisory Firms People & Pay.pdf File Options Download Preview Goto Post	"" function does not exist.	334 downloads	Jared Payne	01-08-2017 20:58
Quarterly Market Talk - 2nd Quarter 2017 (client facing) - Quarterly Market Talk - 2nd Quarter 2017 (client facing).pdf » Quarterly Market Talk - 2nd Quarter 2017 (client facing).pdf File Options Download Preview Goto Post	"" function does not exist.	28 downloads	Jared Payne	01-08-2017 20:34
AE WM CIO Quarterly Review - Q2 2017 (advisor facing only) - AE WM CIO Quarterly Review - Q2 2017 (advisor facing only).pdf » AE WM CIO Quarterly Review - Q2 2017 (advisor facing only).pdf File Options Download Preview Goto Post	"" function does not exist.	37 downloads	Jared Payne	01-08-2017 20:34
Bond Market Review 7.31.2017 - Bond Market Review 7.31.2017.pdf » Bond Market Review 7.31.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	01-08-2017 20:30
Weekly Market Recap 7.31.2017 - Weekly Market Recap 7.31.2017.pdf » Weekly Market Recap 7.31.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	49 downloads	Jared Payne	01-08-2017 20:29
Bond Market Review 7.24.2017 - Bond Market Review 7.24.2017.pdf » Bond Market Review 7.24.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	01-08-2017 20:29
Weekly Market Update 7.31.2017 - Weekly Market Update 7.31.2017.pdf » Weekly Market Update 7.31.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	22 downloads	Jared Payne	01-08-2017 20:26
Institutional Alpha - Income Q2 2017 - Institutional Alpha - Income Q2 2017 AW07170129.pdf » Institutional Alpha - Income Q2 2017 AW07170129.pdf File Options Download Preview Goto Post	"" function does not exist.	47 downloads	Kimber Mitchell	26-07-2017 14:43
Client Portfolio Cover Page - Client Portfolio Cover Page.pdf » Client Portfolio Cover Page.pdf File Options Download Preview Goto Post	"" function does not exist.	84 downloads	Kimber Mitchell	25-07-2017 21:48
Institutional ETF - Income Primary Q2 2017 - Institutional ETF - Income Primary Q2 2017 AW07170136.pdf » Institutional ETF - Income Primary Q2 2017 AW07170136.pdf File Options Download Preview Goto Post	"" function does not exist.	26 downloads	Kimber Mitchell	25-07-2017 21:20
Institutional ETF - Income Q2 2017 - Institutional ETF - Income Q2 2017 AW07170130.pdf » Institutional ETF - Income Q2 2017 AW07170130.pdf File Options Download Preview Goto Post	"" function does not exist.	28 downloads	Kimber Mitchell	25-07-2017 21:20
Institutional ETF - Income & Growth Q2 2017 - Institutional ETF - Income & Growth Q2 2017 AW071701351.pdf » Institutional ETF - Income & Growth Q2 2017 AW071701351.pdf File Options Download Preview Goto Post	"" function does not exist.	35 downloads	Kimber Mitchell	25-07-2017 21:19
Institutional ETF - Growth Q2 2017 - Institutional ETF - Growth Q2 2017 AW07170134.pdf » Institutional ETF - Growth Q2 2017 AW07170134.pdf File Options Download Preview Goto Post	"" function does not exist.	46 downloads	Kimber Mitchell	25-07-2017 21:18
Institutional ETF - Income & Growth Q2 2017 - Institutional ETF - Income & Growth Q2 2017 AW07170135.pdf » Institutional ETF - Income & Growth Q2 2017 AW07170135.pdf File Options Download Preview Goto Post	"" function does not exist.	19 downloads	Kimber Mitchell	25-07-2017 21:18
Institutional ETF - Fixed Income Q2 2017 - Institutional ETF - Fixed Income Q2 2017 AW07170133.pdf » Institutional ETF - Fixed Income Q2 2017 AW07170133.pdf File Options Download Preview Goto Post	"" function does not exist.	25 downloads	Kimber Mitchell	25-07-2017 21:17
Institutional ETF - Aggressive Growth Q2 2017 - Institutional ETF - Aggressive Growth Q2 2017 AW07170131.pdf » Institutional ETF - Aggressive Growth Q2 2017 AW07170131.pdf File Options Download Preview Goto Post	"" function does not exist.	40 downloads	Kimber Mitchell	25-07-2017 21:16
Institutional ETF - Balanced Q2 2017 - Institutional ETF - Balanced Q2 2017 AW07170132.pdf » Institutional ETF - Balanced Q2 2017 AW07170132.pdf File Options Download Preview Goto Post	"" function does not exist.	52 downloads	Kimber Mitchell	25-07-2017 21:16
Institutional Alpha - Income & Growth Q2 2017 - Institutional Alpha - Income & Growth Q2 2017 AW07170127.pdf » Institutional Alpha - Income & Growth Q2 2017 AW07170127.pdf File Options Download Preview Goto Post	"" function does not exist.	67 downloads	Kimber Mitchell	25-07-2017 21:00
Institutional Alpha - Income Primary - Institutional Alpha - Income Primary AW07170128.pdf » Institutional Alpha - Income Primary AW07170128.pdf File Options Download Preview Goto Post	"" function does not exist.	43 downloads	Kimber Mitchell	25-07-2017 21:00
Institutional Alpha - Growth Q2 2017 - Institutional Alpha - Growth Q2 2017 AW07170126.pdf » Institutional Alpha - Growth Q2 2017 AW07170126.pdf File Options Download Preview Goto Post	"" function does not exist.	124 downloads	Kimber Mitchell	25-07-2017 20:59
Institutional Alpha - Fixed Income Q2 2017 - Institutional Alpha - Fixed Income Q2 2017 AW07170125.pdf » Institutional Alpha - Fixed Income Q2 2017 AW07170125.pdf File Options Download Preview Goto Post	"" function does not exist.	56 downloads	Kimber Mitchell	25-07-2017 20:56
Institutional Alpha - Aggressive Growth - Institutional Alpha - Aggressive Growth AW07170123.pdf » Institutional Alpha - Aggressive Growth AW07170123.pdf File Options Download Preview Goto Post	"" function does not exist.	82 downloads	Kimber Mitchell	25-07-2017 20:45
Institutional Alpha - Balanced Q2 - Institutional Alpha - Balanced Q2 2017 AW07170124.pdf » Institutional Alpha - Balanced Q2 2017 AW07170124.pdf File Options Download Preview Goto Post	"" function does not exist.	119 downloads	Kimber Mitchell	25-07-2017 20:45
Diversified Income Q2 2017 - Diversified Income Q2 2017 AW07170137.pdf » Diversified Income Q2 2017 AW07170137.pdf File Options Download Preview Goto Post	"" function does not exist.	174 downloads	Kimber Mitchell	25-07-2017 20:43
IAR Client Agreement with Roll-Over Form - IAR Client Agreement with Roll-Over Form.pdf » IAR Client Agreement with Roll-Over Form.pdf File Options Download Preview Goto Post	"" function does not exist.	197 downloads	Jared Payne	25-07-2017 16:29
Co-Advisory Client Agreement (6.27.17) (with rollover) - Co-Advisory Client Agreement (6.27.17) (with rollover).pdf » Co-Advisory Client Agreement (6.27.17) (with rollover).pdf File Options Download Preview Goto Post	"" function does not exist.	189 downloads	Jared Payne	25-07-2017 16:28
AEWM Client Profile & Suitability Form (Retirement Account) - AEWM Client Profile & Suitability Form (Retirement Account).pdf » AEWM Client Profile & Suitability Form (Retirement Account).pdf File Options Download Preview Goto Post	"" function does not exist.	88 downloads	Jared Payne	25-07-2017 16:27
Weekly Market Update 7.24.2017 - Weekly Market Update 7.24.2017.pdf » Weekly Market Update 7.24.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	17 downloads	Jared Payne	25-07-2017 16:02
The True Cost of Economic Growth 7.20.2017 - The True Cost of Economic Growth 7.20.2017.pdf » The True Cost of Economic Growth 7.20.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	28 downloads	Jared Payne	25-07-2017 16:00
Weekly Market Recap 7.24.2017 - Weekly Market Recap 7.24.2017.pdf » Weekly Market Recap 7.24.2017.pdf File Options Download Preview Goto Post	"" function does not exist.	18 downloads	Jared Payne	25-07-2017 16:00
AS Monthly Update 7.2017 - AS Monthly Update 7.2017.pdf » AS Monthly Update 7.2017.pdf