Investment and Portfolio Reports
Provides an in-depth synopsis of the client's portfolio, with asset class and investment style breakdowns, performance information, sector exposure and top holdings.

Assisting clients plan for their retirement and insurance needs.
Comprehensive reports including Monte Carlo simulations.

Research Reports
Morningstar, Standard & Poors, and recommendations from Zachs

Additional Tools via your Account Online
The Dragon: Looking for stock or option opportunities based on volume, volatility or open interest? The Dragon scans the market for the top 50 stocks and their corresponding options based on the criteria you select. Search for trading opportunities based on stock or options activity, %change, and P/E plays.

Screener: The Screener can help you search for stocks, options, covered calls, spreads, mutual funds and ETFs based on the factors that you choose.  Filter possible trades based on price, volatility or other indicators like volume, P/E ratio, Dividend as %, and more. The Screener can also identify possible covered call strategies, opportunities for naked puts, and other options trading possibilities.

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