https://www.canopyfinsol.com/client-info-center daily 0.75 2026-04-01 https://www.canopyfinsol.com/client-info-center/4wbrg1rxhnxlltg75cg1b4y300ht42-y4fmz-dhhda monthly 0.5 2026-04-01 https://images.squarespace-cdn.com/content/v1/66c0e2e51886ab0eea26bcc4/36470607-d402-4119-96a3-02ea9808b527/04.01.26.png Updates & Alerts - Alerts & Trade Signals | 04/01/2026 - StormGuard-Armor retreated into negative territory on 03/25/26 amidst the wavering uncertainty caused primarily by the ongoing Iran conflict, declining all the way to -0.14. However optimism from the White House about Operation Epic Fury nearing its end has sufficiently triggered a “get back in” signal. https://www.canopyfinsol.com/client-info-center/4wbrg1rxhnxlltg75cg1b4y300ht42-y4fmz-pptfe monthly 0.5 2026-03-31 https://images.squarespace-cdn.com/content/v1/66c0e2e51886ab0eea26bcc4/3d9c6de6-9ff6-4dc5-b6b6-c902cc0825e8/Weekly+Market+Snapshot.png Updates & Alerts - Weekly Market Updates | 03/27/2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/66c0e2e51886ab0eea26bcc4/f167904f-c5ab-4ef9-a9c0-97801e819d2c/SG-Armor.png Updates & Alerts - Weekly Market Updates | 03/27/2026 - StormGuard-Armor retreated into negative territory on 03/25/26 after amidst the wavering uncertainty caused primarily by the ongoing Iran conflict. We do not attempt to time the markets or make short-term trading decisions based on random volatility or a “few bad days.” The StormGuard Composite Indicator is derived from its three primary indicators (also above) plus more than a dozen relatively minor confirmation indicators used to validate the conclusions. The Market Trend Indicator still indicates overall bullish large-cap behavior, as does the Institutional Momentum Indicator. However, the Value Sentiment Indicator (new highs/lows weighted) has been weak and is heavily influencing the overall negative reading, which now appears to be declining. https://images.squarespace-cdn.com/content/v1/66c0e2e51886ab0eea26bcc4/e97ed92b-2374-4351-9509-e8fff09a0893/Sunday+Trend+Snapshot.png Updates & Alerts - Weekly Market Updates | 03/27/2026 - Very few defensive safe-havens during this recent bout of volatility and Global uncertainty but the flight to safety (bonds) is starting to materialize. Traditionally, assets like bonds and US Treasuries provide an inverse relationship to the direction of stocks — meaning that transitioning to these assets during market downturns is a great defensive strategy, but as you see in this Market Trend Snapshot, there have been few bright spots in Sectors, Style or Defense for the past several months. For example, while the S&P 500 (along with other indexes around the world) tumbled in 2008, these “Bear Market Strategies” would have returned our clients a very lucrative positive gain, considering we would have followed these same StormGuard indicators and trade signals. We find ourselves in a unique situation where sitting on the sidelines in conservative bond strategies is not providing the protection we seek. This is primarily because the interest rate environment is so uncertain — while most believed we would continue to see the Federal Reserve CUT interest rates in 2026, lingering inflation concerns may pause those cuts and even necessitate short-term rate INCREASES. So What: Our “Bear Market” posture will be cautiously optimistic reverting all “growth” portfolios into the Canopy DD Low Volatility Fund (or Tax-Aware version). Traditional safe-havens that declined during the first quarter of 2026 are starting to show signs of life. We will enhance our cash positions to 30% and remain invested in “low volatility” growth strategies capitalizing on the adaptive nature of the EZ-RO Index and EZRO ETF. This will allow for upside participation that still naturally occurs even during bear markets and recessions. Once there are clear signals of resolution and a return to a positive and rising StormGuard, we will deploy cash reserves and “buy the dip,” capitalizing on the lower prices. https://www.canopyfinsol.com/client-info-center/0ijg7lsv6odvapcnqfnqe451he1h6u monthly 0.5 2026-03-22 https://images.squarespace-cdn.com/content/v1/66c0e2e51886ab0eea26bcc4/52580189-b42f-4b98-a3cb-da3c077fbbd5/Picture1.png Updates & Alerts - Midterms & Markets: Does History Matter? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/66c0e2e51886ab0eea26bcc4/84714585-fdce-47b3-adfb-98e8a8a09b5e/Picture2.png Updates & Alerts - Midterms & Markets: Does History Matter? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/66c0e2e51886ab0eea26bcc4/30b40f55-6d54-4c07-9717-952ce52aab62/Picture3.png Updates & Alerts - Midterms & Markets: Does History Matter? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.canopyfinsol.com/client-info-center/mid-month-motivator-march-2026-fin-amp-econ-101 monthly 0.5 2026-03-16 https://www.canopyfinsol.com/client-info-center/4wbrg1rxhnxlltg75cg1b4y300ht42-y4fmz monthly 0.5 2026-03-16 https://images.squarespace-cdn.com/content/v1/66c0e2e51886ab0eea26bcc4/14904f56-f5bb-4976-ba1d-aea64f8b65c3/Weekly+Market+Snapshot.png Updates & Alerts - Weekly Market Updates | 03/16/2026 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/66c0e2e51886ab0eea26bcc4/a00a76ad-447a-490a-a18a-72728dfc2f91/SG-Armor.png Updates & Alerts - Weekly Market Updates | 03/16/2026 - StormGuard-Armor returned to positive territory on 03/13/26 after ending the month negative on 02/27/26, officially triggering month-end trading into defensive Bear Market Strategies for all Canopy Dual Defense Portfolios. We do not attempt to time the markets or make short-term trading decisions based on random volatility or a “few bad days.” The StormGuard Composite Indicator is derived from its three primary indicators (also above) plus more than a dozen relatively minor confirmation indicators used to validate the conclusions. The Market Trend Indicator still indicates overall bullish large-cap behavior, as does the Institutional Momentum Indicator. However, the Value Sentiment Indicator (new highs/lows weighted) has been weak and is what influenced the overall negative trigger. This trigger was not likely caused by the new Iran war, the tariffs, the deficit, or the national debt, but it has a character rather similar to the government shutdown last fall. https://images.squarespace-cdn.com/content/v1/66c0e2e51886ab0eea26bcc4/d3b11b25-1099-4ab5-a6b5-3f30e9d80211/Sunday+Trend+Snapshot.png Updates & Alerts - Weekly Market Updates | 03/16/2026 - Very few defensive safe-havens during this recent bout of volatility and Global uncertainty. Traditionally, assets like bonds and US Treasuries provide an inverse relationship to the direction of stocks — meaning that transitioning to these assets during market downturns is a great defensive strategy, but as you see in this Market Trend Snapshot, there were very few bright spots in Sectors, Style or Defense for the past 21 days. For example, while the S&P 500 (along with other indexes around the world) tumbled in 2008, these “Bear Market Strategies” would have returned our clients a very lucrative positive gain, considering we would have followed these same StormGuard indicators and trade signals. We find ourselves in a unique situation where sitting on the sidelines in conservative bond strategies is not providing the protection we seek. This is primarily because the interest rate environment is so uncertain — while most believed we would continue to see the Federal Reserve CUT interest rates in 2026, lingering inflation concerns may pause those cuts and even necessitate short-term rate INCREASES. So What — we will return to “normal” market strategies, given the neutral StormGuard rating; however, our portfolio exposure to equities will remain very specific rather than broad index exposure. 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