Client Approved
Firm Overview
Shareable PDF Link
Firm Overview — Print Only
Shareable PDF Link
Investment Management Overview eBook
Investment Management Overview
Shareable Link
Investment Management Overview – Print Only
Shareable Link
Buffered Outcome ETF Overview
Shareable Link
Sample Performance Report
Sample Performance Report – Shareable Link
Target Allocation Historical Returns
Target Allocation Historical Returns – Shareable Link
Advisor Only
Firm Overview eBook – Fidelity Only
Firm Overview – Fidelity Only
Shareable PDF Link
Firm Overview — Fidelity Only — Print Only
Shareable PDF Link
Investment Management – Fidelity Only – eBook
Investment Management Overview – Fidelity Only
Shareable Link
Investment Management Overview – Fidelity Only – Print Only
Shareable Link
Buffered Outcome eBook – Fidelity Only
Buffered Outcome Overview – Fidelity Only
Shareable Link
CRWM At-A-Glance_Alexi — eBook
CRWM At-A-Glance_Alexi
CRWM At-A-Glance_Alexi Shareable Link
CRWM At-A-Glance_Alexi — Fidelity Only — eBook
CRWM At-A-Glance_Alexi — Fidelity Only
CRWM At-A-Glance_Alexi – Fidelity Only Shareable Link
CRWM At-A-Glance_Jeff – eBook
CRWM At-A-Glance_Jeff – PDF
CRWM At-A-Glance_Jeff – PDF Shareable Link
CRWM At-A-Glance_Kit – eBook
CRWM At-A-Glance_Kit – PDF
CRWM At-A-Glance_Kit – PDF Shareable Link
CRWM At-A-Glance_Kit – Fidelity – eBook
CRWM At-A-Glance_Kit – Fidelity – PDF
CRWM At-A-Glance_Kit – Fidelity – PDF Shareable Link
CRWM At-A-Glance_Will – eBook
CRWM At-A-Glance_Will – PDF
CRWM At-A-Glance_Will – PDF Shareable Link
Target Allocation Historical Returns – Fidelity Only
Target Allocation Historical Returns – Fidelity Only Shareable Link
Client Approved
Q1 2025 Fact Sheet eBook
Q1 2025 PDF – All
Q1 2025 PDF Shareable Link – All
Q1 2025 PDF – PRINT ONLY
Q1 2025 PDF Shareable Link – PRINT ONLY
Opportunity MX
Opportunity MX Shareable Link
Dynamic MX
Dynamic MX Shareable Link
Core Equity MX
Core Equity MX Shareable Link
Opportunity TX
Opportunity TX Shareable Link
Dynamic TX
Dynamic TX Shareable Link
Core Equity TX
Core Equity TX Shareable Link
Active Opportunity
Active Opportunity Shareable Link
Active Dynamic ETF
Active Dynamic ETF Shareable Link
Active Core Equity
Active Core Equity Shareable Link
Advisor Only
Q1 2025 Fact Sheet eBook
Q1 2025 PDF – All
Q1 2025 PDF Shareable Link – All
Q1 2025 PDF – Print Only
Q1 2025 PDF Shareable Link – Print Only
Opportunity MX
Opportunity MX Shareable Link
Dynamic MX
Dynamic MX Shareable Link
Core Equity MX
Core Equity MX Shareable Link
Opportunity TX
Opportunity TX Shareable Link
Dynamic TX
Dynamic TX Shareable Link
Core Equity TX
Core Equity TX Shareable Link
Active Opportunity
Active Opportunity Shareable Link
Active Dynamic ETF
Active Dynamic ETF Shareable Link
Active Core Equity
Active Core Equity Shareable Link
Client Approved
Advisor Only
Newsletters
July Market Musings: (shareable links)
Sent to clients on July 16, 2025
Client Only eBook
Client Only
Non-client only eBook (web version)
Non-client Only (web version)
Fidelity Only eBook
Fidelity Only
Fidelity Only (web version)
July smartlife™ Newsletter: (shareable link)
eBook Link
Sent to clients on 7/31/2025
Map to the Markets – Q3 2025
Client eBook
Client PDF
Client PDF (shareable link)
Client PowerPoint
Fidelity Only eBook
Fidelity Only PDF
Fidelity Only PDF (shareable link)
Fidelity Only PowerPoint
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