Sign up once to receive notifications for both portfolios — the tactical rotation portfolio which refreshes every two to four weeks, and the fundamental portfolio which rotates every three to five months. You will receive an automatic email notification whenever either portfolio changes, including the updated securities and allocation percentages.
Your email is stored securely and used only to send tactical portfolio change notifications. We do not share your information with third parties. You can unsubscribe at any time by replying to any notification email with "unsubscribe" in the subject line.
Additional forms will be added here as new features and services become available — such as monthly market commentary, and retirement planning newsletter sign-up.