Broker Check

Weekly Reports Archive


Managed Accounts as of: 7/31/26

WAM Managed Accounts

eSAM Managed Accounts


Direct Funds as of: 7/31/26

Direct Funds


Market Benchmarks: 7/31/26

Benchmarks - US Stocks

Benchmarks - International Stocks

Market PE Ratios

Benchmarks - Bonds

Interest Rate Report

Weekly Market Review


Managed Accounts as of: 6/30/26

WAM Managed Accounts

eSAM Managed Accounts


Direct Funds as of: 6/30/26

Direct Funds


Market Benchmarks: 6/30/26

Benchmarks - US Stocks

Benchmarks - International Stocks

Market PE Ratios

Benchmarks - Bonds

Interest Rate Report

Weekly Market Review


Managed Accounts as of: 3/31/26

WAM Managed Accounts

eSAM Managed Accounts


Direct Funds as of: 3/31/26

Direct Funds


Market Benchmarks: 3/31/26

Benchmarks - US Stocks

Benchmarks - International Stocks

Market PE Ratios

Benchmarks - Bonds

Interest Rate Report

Weekly Market Review


Managed Accounts as of: 12/31/25

WAM Managed Accounts

eSAM Managed Accounts


Direct Funds as of: 12/31/25

Direct Funds


Market Benchmarks: 12/31/25

Benchmarks - US Stocks

Benchmarks - International Stocks

Market PE Ratios

Benchmarks - Bonds

Interest Rate Report

Weekly Market Review


Managed Accounts as of: 6/30/25

WAM Managed Accounts

eSAM Managed Accounts


Direct Funds as of: 6/30/25

Direct Funds


Market Benchmarks: 6/30/25

Benchmarks - US Stocks

Benchmarks - International Stocks

Market PE Ratios

Benchmarks - Bonds

Interest Rate Report

Weekly Market Review


Managed Accounts as of: 12/31/24

WAM Managed Accounts

eSAM Managed Accounts


Direct Funds as of: 12/31/24

Direct Funds


Market Benchmarks: 12/31/24

Benchmarks - US Stocks

Benchmarks - International Stocks

Market PE Ratios

Benchmarks - Bonds

Interest Rate Report

Weekly Market Review