Feb 2, 2026 · I’m pleased to share an update on recent market developments and the strategic positioning of Portfolio Shield™ for February 2026. With earnings season for the Magnificent 7 now …

Steven Van Metre is the President of Steven Van Metre Financial. He has more than 20 years of experience in the financial services industry, including the design and management of Portfolio …

Oct 22, 2024 · There is only a 0.3% allocation to cash in each model. If you have any questions or would like to change which Portfolio Shield™ strategy you are invested in, please let me know. Thank you …

Jan 2, 2025 · Currently, we maintain a minimal cash allocation of just 0.3% across all models. Should you have any questions or if you would like to discuss your Portfolio Shield™ strategy further, please …

Feb 3, 2025 · Currently, we maintain a minimal cash allocation of just 0.3% across all models. If you have any questions or would like to discuss your Portfolio Shield™ strategy further, please feel free …

May 1, 2025 · Providing accurate and complete information is essential for us to offer appropriate investment recommendations. Thank you for your continued trust in us to manage your investments …

Jan 5, 2026 · I’m pleased to share an update on recent market developments and the strategic positioning of your Portfolio Shield™ for January 2026. Following last month’s mild correction, …

Jun 3, 2025 · Accurate and complete information helps us provide the most suitable investment guidance. Thank you for entrusting us with your investments. We’re committed to managing your …

Oct 1, 2025 · Accurate and complete information ensures we provide the most effective investment guidance. Thank you for entrusting us with your investments. We are committed to managing your …

Dec 1, 2025 · I’m pleased to share an update on recent market developments and the strategic positioning of your Portfolio Shield™ for December 2025. Equities experienced a modest correction …