Advisory Solutions – Page 28 – Equity Services, Inc

Fixed Income Commentary from Maple Capital Now Available

December brought the last rate hike by the Fed for the year, but almost certainly not the last for this cycle. This latest move of…

Beth KnoxJanuary 17, 2023

Advisory Solutions

Claus and Effect

“Bond yields declined in November across all points on the yield curve beyond one year as investors became convinced that the Fed’s tough talk…

Beth KnoxDecember 27, 2022

Advisory Solutions

Updates to SmartAsset Process

Click here for an updated overview of the SmartAsset process. TC130659(1222)1

Beth KnoxDecember 27, 2022

Advisory Solutions

Reminder Regarding SEI Accounts and Maintenance

ESI has a relationship with SEI which requires our review of not only new accounts or additional investments, but also any servicing and maintenance…

Beth KnoxDecember 12, 2022

Advisory Solutions

Another Hike…

“Bond yields rose in October, but this time in a much more mixed fashion. The two year Treasury yield increased by 20 basis points, while…

Beth KnoxNovember 15, 2022

Advisory Solutions

Looking for Opportunities to Expand Your Practice?

Enhancements to Financial PlanningLooking for opportunities to expand your practice? Recent enhancements to our Financial Planning program offer a new convenient solution for you…

Beth KnoxNovember 1, 2022

Advisory Solutions

Economic Indicators

In case you missed them: Dan Randall says “It’s Time for Some Good News…”.Envestnet PMC’s Q3 222 Commentary for Flagship Portfolios is available on…

Beth KnoxNovember 1, 2022

Advisory Solutions Best Practices

Practice Management Opportunity: Enhancements to Financial Planning

Looking for opportunities to expand your practice? Recent enhancements to our Financial Planning program offer a new convenient solution for you and your clients.Financial…

Beth KnoxOctober 25, 2022

Advisory Solutions

He’s Done it Again! Congratulations Steve Simon!

Please join us in congratulating Steve Simon in crossing the $1 million total year-to-date GDC line once again! At this past ESI Elite Symposium,…

Beth KnoxOctober 19, 2022

Advisory Solutions Best Practices Training

Practice Management Opportunity

Enhancements to Financial Planning Looking for opportunities to expand your practice? Recent enhancements to our Financial Planning program offer a new convenient solution for…

Beth KnoxOctober 18, 2022

Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

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Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

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