Endowment Index Gains 2.42% for Week Ended July 3, 2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,280.76 Thursday, gaining 2.42% from the previous Friday’s close of 1,250.55. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Endowment Index Declines for Week Ending June 26, 2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,250.55 Friday, declining 1.33% from the previous Friday’s close of 1,267.35. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Endowment Index Increases 0.94% for Week Ending 6/19/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,267.35 Friday, increasing 0.94% from the previous Friday’s close of 1,255.53. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Time To Take Control: Informed, Diversified Investors Can Weather Market Storms

Robert Riedl, CPA, CFP, AWMA, Managing Member of ETF Model Solutions and CEO and Director of Wealth Management for its affiliate, Endowment Wealth Management, Inc. was recently featured in the article titled Time to Take Control: Informed, Diversified Investors Can Weather Market Storms, which appeared in the most recent issue of Insight Magazine.  Rob’s quotes in the article include: On Q1 2020 financial market volatility: “Everyone didn’t even want...

Endowment Index Declines for Week Ending 6/12/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,255.53 Friday, declining 3.21% from the previous Friday’s close of 1,297.11. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Endowment Index Gains 5.05% for Week Ending 6/5/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,297.11 Friday, increasing 5.05% from the previous Friday’s close of 1,234.79. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Fidelity Adds Tools to Improve Wealthscape Advisor Platform.

Late last week Fidelity Institutional announced the addition of various tools to improve its advisor platform, Wealthscape.  Digital service tools to make navigation more efficient, including virtual assistant and search, Smart Walkthroughs to facilitate task guides and best practices.  You can read more about Fidelity’s new Wealthscape tools at WealthManagement.com.  ETF Model Solutions’ Endowment Target Risk models (Conservative/Moderate/Aggressive) are available through Fidelity’s Separate Accounts Network.

Endowment Index^® Declines for Week Ending 5/15/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,168.30 Friday, decreasing 2.19% from the previous Friday’s close of 1,194.41. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Endowment Index^® Gains 2.78% for Week Ending 5/8/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,194.41 Friday, increasing 2.78% from the previous Friday’s close of 1,162.08. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...

Endowment Index^® Posts Gain for Week Ending 5/1/2020

The Endowment Index® calculated by Nasdaq OMX® (Symbol: ENDOW) closed at 1,162.08 Friday, increasing 0.35% from the previous Friday’s close of 1,158.01. The Endowment Index represents the investable opportunity for managers of portfolios utilizing the Endowment Investment Philosophy® or otherwise incorporate alternative investments within a comprehensive asset allocation strategy. The Endowment Index measures performance for a multi-asset, globally-diversified, three-dimensional portfolio that includes Global Equity, Global Income, and Alternative Investments...