Advisory Solutions – Page 28 – Equity Services, Inc

Differentiate Yourself with Customized Solutions

With features like broad equity exposure, personalization, low investment management expenses, tax management, and lower minimums, direct indexing may be a good solution for…

Beth KnoxMarch 7, 2023

Advisory Solutions

The Debt Ceiling is Somewhere Up There…

From Maple Capital Management By now, you have probably been hearing a lot about the debt ceiling. Democrats and Republicans are arguing about how…

Beth KnoxFebruary 28, 2023

Advisory Solutions

Changes to the Flagship Program Portfolios

From Envestnet: As part of Envestnet | PMC’s ongoing monitoring and evaluation of model portfolios and investment strategies deployed within, the portfolio management team…

Beth KnoxFebruary 14, 2023

Advisory Solutions

New Performance Snapshots for Q4 2022

To help you review the Illuminations fund strategist and SMA portfolios you’ve utilized for your clients and determine if there is something new and a…

Beth KnoxJanuary 31, 2023

Advisory Solutions Strategic Partners

Updated Sales Support Maps

Several of our Illuminations Strategists have updated their sales support maps, including 3D Asset Management, American Funds, Fidelity Institutional, Morningstar, Russell Investments, and Symmetry…

Beth KnoxJanuary 24, 2023

Advisory Solutions

Is Diversification Working?

Diversification Scorecard: Q4 2022January 18, 2023“In a reversal from the three previous quarters, markets finally saw positive gains in the fourth quarter of 2022.”…

Beth KnoxJanuary 24, 2023

Advisory Solutions

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

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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.

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