Important Message to Members:
Credit Card Orders
As we prepare for our planned closure in January 2027, credit card payments will no longer be accepted after June 20, 2026. All future orders must be paid by check. Thank you!
Read it here! Kiplinger's article featuring Fidelity Monitor & Insight's solid performance.
Scheduled update: Fridays after market close.
This is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, September 25.
On Monday September 28, we will make the following Model Portfolio trades:... Read more
Third Quarter Review & Outlook
October 1, 2026
AI Drives Stock & GDP Growth, But Weighs On Bonds
In a month and quarter like the ones we’ve just experienced, it’s worth remembering the old saw that the economy is not the market, and the market is not the economy. All things considered right now, both could be better — or much worse ... Read more
Model Portfolio Performance
Date: 10/01/2026
Day |
Month to Date |
Year to Date |
One Year |
|
| Income | 0.15% | 0.15% | 4.49% | 5.49% |
| Growth and Income | 0.15 | 0.15 | 8.85 | 11.43 |
| Growth | 0.15 | 0.15 | 14.74 | 18.18 |
| Select | 0.14 | 0.14 | 18.17 | 22.32 |
| Unique Opportunities | 0.11 | 0.11 | 13.32 | 16.13 |

Current Report Archive
There are no corrections to report at this time.
Find the model that's right for you! To help you meet your particular investment objectives, use this tool to allocate your funds in one or more of our Model Portfolios.
Enjoy the Peace of Mind that Comes with Professional Wealth Management
Get your no-cost, no-obligation, personalized investment portfolio review.
