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Important information about fund performance updates on our website:

Due to changes to our Fidelity data source, the updates will display on the following morning.

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Hotline Update

Scheduled update: Fridays after market close.

March 24 Hotline Update

John BonnanzioThis is John Bonnanzio with a Fidelity Monitor & Insight Hotline update for Friday evening, March 24.

On Monday March 27, we will make the following Model Portfolio trades:... Read more

Market Outlook

March 1, 2023

Be Careful What You Wish For

At multiple times in my childhood, my mother admonished me for desiring a "snow day" from school. What my young mind rarely considered is this parental pearl: "Be careful what you wish for." ... Read more

Model Portfolio Performance

Date: 03/24/2023

to Date
to Date
Income -0.03% 0.50% 2.05% -4.90%
Growth and Income 0.03    -0.48    3.39    -8.98   
Growth 0.24    -1.59    3.93    -12.41   
Select 0.13    -2.04    5.64    -9.23   
Unique Opportunities 0.21    -3.34    3.24    -13.56   

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