Since 2010, Fritz Meyer and I have created a quarterly market summary (QMS) for advisors to share with clients.
It took about 15 or 20 quarters turn it into what it is today.
This 30-second video shows latest issue of the QMS, which is:
- 40 slides in length
- Scripted with text you can rewrite
- Dozens of charts
- Compiled by an independent economist
- Submitted to FINRA
- A 30-minute presentation
- Fundamental economic analysis
- Context for presenting performance reports
- Consistent with MPT
- An objective fact set
- Perspective on latest financial news
- Branded by you
- FINRA submitted
- News for long-term investors
- Used in blogs, videos, tweets
- Easily customized to your POV
- Authoritative
- For investment fiduciaries
- Available by the 12th day of every new quarter
- In a PowerPoint and Word format
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