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    • Commentary

      Weekly Commentary

      Weekly economic and market commentary from Wela Portfolio Manager, Matt Reiner
      Wela Weekly 12-29-14
      Wela Weekly 12-18-14
      Wela Weekly 11-24-14


      Monthly Notes

      Monthly commentary on models and performance analysis by Matt Reiner
      November 2014
      September 2014
      August 2014


      Quarterly Commentary

      Quarterly market summaries from Matt Reiner
      The Wela Quarterly (3rd Quarter 2014)
      The Wela Quarterly (2nd Quarter 2014)
      The Wela Quarterly (1st Quarter 2014)


      Re-allocation and Re-balancing Summary

      Wela portfolios are re-allocated on a semi-annual basis. Below are the notes from the Investment Committee re-allocation meetings.
      Allocation Changes February 2013
      Allocation Changes August 2012


      Additional Commentary

      ETF Review

      VIDEO: Understanding Agg Yield in Rising Rate Environments

       


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