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    • Resources

      Resources

      The team at Wela Strategies prides ourselves on being a resource for individual investors and advisors alike. Whether you are an advisor looking to engage Wela on a PMP deal or a client looking for insights on how your portfolio is managed, we make it very easy and streamlined to get this information. We are always writing pieces that answer questions we are getting from clients and advisors attempting to answer the questions that are plaguing the public. Our place within the media has us constantly generating content that we believe is useful for advisors and individual investors alike.

      The commentaries on our portfolios are issued on a monthly and semi-annual basis, and market/economic thoughts are issued weekly and quarterly.

      We hold regular webinars and conference calls to make sure that our clients and advisors are up-to-date on what we are thinking from a market and model perspective.

      We publish white papers on a regular basis on issues that are important to investors and advisors alike.

      See our mentions in the press concerning our focus on ETFs, managed portfolios and income strategies.

      See our latest video presentation on Understanding Agg Yield in Rising Rate Environments

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