Website Updates • Current Projects

Monthly AIRE Perspectives – January 2022


Dear Friends and Valued Clients,

We hope that you had a nice holiday season and we wish you all a happy, healthy and prosperous year ahead! 


Website Updates

Please also note the following important technology updates, which can be accessed directly from the Client Login tab on the far right of our website:

There is a link that will direct you to fidelity.com, where  you will be able to view your Fidelity accounts directly.

  • You can also access a link to our AIRE Secure Message Center, which allows you to send us documents directly and securely.  You simply use your own email address and create a password you will be able to use in the future to send us any messages or documents securely.

  • Finally, there is a third link to your AIRE Advisors Client Portal.  Here, you will be able to access more comprehensive quarterly statements, which include your asset allocation, performance numbers and more.  You will also be able to access the latest copy of your financial plan and enter outside accounts for automatic updates and inclusion in your financial plans.  For both of these items, first log into your AIRE Advisors Client Portal, then follow these instructions:

  • To access the latest copy of your financial plan, on the left side of the screen, click on the bottom icon, which looks like a folder and is titled “Document Vault.”  You will be able to click on your financial plan on the new page.

  • To enter outside accounts (other bank accounts, brokerage accounts and more) from the AIRE Advisors Client Portal, on the left side of the screen, click on three triangles in the middle (“Financial Planning.”)  On the upper right hand side of the new page, click on “Access Plan Details.”  Finally, on the upper left of the new page, click on “FastLink.”  This will take you to a screen that will allow you to enter outside accounts, so that these assets automatically update to future financial plans.

If you have not yet logged into the AIRE Advisors Client Portal, please call us directly and we will get you logged on very quickly and easily.

Coming soon: our AIRE Advisors mobile app, which will allow you access to the AIRE Advisors Client Portal.  This app is under development and will be completed in 4-8 weeks. We will keep you posted.


Behind the Scenes: Current Projects

Each year in January, we conduct a comprehensive review of each of the asset classes we use in our asset allocation portfolios, as well as each holding we have chosen for each of those asset classes.  This is normally a 1-2 month process that entails our connecting with fund managers, ETF companies, analysts and other industry professionals, in addition to conducting research on correlations, asset classes and more.  Every time we begin this research, we have an underlying assumption that we will probably not end up making any new changes, since we have done this project for years and have continually honed in on the asset classes and investments we chose.  However, most years, we are surprised to find that one or two changes might be beneficial.  We will be in touch with each of you on our results within the next two months!


Once again, we would like to thank you for your trust and loyalty, and look forward to speaking with you in the upcoming month.


The commentary and opinions expressed in our articles on this page reflects the personal opinions, viewpoints and analyses of the AIRE Advisors, LLC employees writing the article. The articles on our website should not be regarded as a description of advisory services provided by our firm or performance returns of any AIRE Advisors, LLC’s clients. Any past performance discussed in these articles is no guarantee of future results. The views reflected in the articles are general in nature and made to provide education about the financial industry. These views and opinions are subject to change without notice. Any mention of a particular security, sector, and related performance data is not a recommendation to buy or sell that security or in that sector. Our firm manages client accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the articles. To determine what kind of investments may be appropriate for you, please consult your financial advisor prior to investing. Also, please note that all investing involves risk and the possible loss of principal capital.

In addition, AIRE Advisors, LLC may provide links hyperlinks for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you away from our website. Our firm is not responsible for errors or omissions in the material on third party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.


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