Innovative, Independent & UIT Focused

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Weekly Capital Market Update

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Balancing Short-term Gains with Long-term Growth Prospects

Market Overview

At SmartTrust®, we believe that appropriate balance in a stock portfolio is paramount to long-term success. In other…

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Strong Economic Data Overcame Coronavirus Fears for Investors Last Week

Market Overview

As it relates to corporate earnings, recent reports helped to validate the rally and provided some rationale for…

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How Concerned Should Investors be about the Coronavirus?

Market Overview

Sources: Sources for data in tables: Equity Market and Fixed Income returns are from JP Morgan as of 1/31/2020….

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View our Full Calendar of Deposits and Terminations.

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Recent Deposits

Strategic Growth & Income, 20
Argus Modern Innovators, 6

Upcoming Deposits

SMID Strength, 6

Interest Rate Outlook Trust, 1