Broker Check

IRA Enhancer Monthly Update

ira_enhancer_monthly_update

We offer a monthly update on the Weston Banks IRA Enhancer® UMA Strategy. Our monthly update on the IRA Enhancer® briefly overviews what happened in the overall market last month, then discusses how the strategy responded to the market conditions. Sometimes we will highlight a particular tactical manager within the IRA Enhancer.

As a refresher, the IRA Enhancer attempts to protect your capital during times of market stress, while simultaneously investing in sectors that the managers believe have opportunity for growth. Whether you are nearing retirement or are just starting to invest from your first job, the IRA Enhancer could offer great value to you. Download the latest monthly update below, or click here to view a helpful video that explains the IRA Enhancer strategy.

View past updates: 

Monthly Update

Athena's report: "The Emotion of Market Declines"

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Monthly Update

Explained Dorsey Wright's method of ranking asset classes

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Monthly Update

Focused on Newfound's US Sector Rotation

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Monthly Update

Reviewed the volatile start to 2016

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Monthly Update

Discussed the rising rate environment

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Monthly Update

Watched tactical signals for offensive or defensive moves

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Monthly Update

Managers focused on US Equities

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Monthly Update

US Fundamentals remained strong in spite of August market drop

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Monthly Update

IRA Enhancer strategy looks to mitigate effects of news headlines

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