In this month’s portfolio recap, we touch on the current allocation of our models and what factors have been driving performance. To watch this update, click the play button above.

To view a PDF with a more detailed description about how our models function, please click here.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Juniper Wealth Management. Juniper Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.