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Now Available for Purchase

Tax Free Income, 40 — 01-19-2022

California Municipal Portfolio of Closed-End Funds, 19 — 01-19-2022

Portfolio of Closed-End Fund Opportunities, 27 — 01-19-2022

Tax-Advantaged Growth & Income, 28 — 01-19-2022

60/40 Quality Allocation, 6 — 01-14-2022


Upcoming Deposits

Defensive 50 Equities, 30 — 01-27-2022

Dorsey Wright® International Momentum, 26 — 01-27-2022

Smart Ten, 27 — 01-27-2022

Argus Modern Innovators, 10 — 02-04-2022

E-Commerce Ecosystem, 10 — 02-04-2022

Weekly Capital Markets Update

Last Week’s Markets in Review: What are Q4 Earnings telling Investors? - Read More

Last Week’s Markets in Review: Will Rising Interest Rates Hurt Equities? - Read More

Last Week’s Markets in Review: Top Investment Themes for 2022 - Read More

Last Week’s Markets in Review: Reflecting on 2021 & Preparing for 2022 - Read More