Greetings!



The EDGE Facts Q3 2021 UPDATES have been released.

This quarter, portfolio manager Jeff Hyrich discusses how increasingly shorter time horizons are detrimental to an investor’s investment returns and the important goal of reaching their Point B.

This quarter, portfolio manager Frank Mullen talks about how asset allocation in a balanced portfolio gives a team of investment professionals the ability to tilt the portfolio to where they’re seeing the best opportunities.

To download your EDGE Facts Q3 2021 in PDF format- please use the links provided.


Yours sincerely,


Laurianne, Darcie & Michelle


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