The E-Valuator

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The E-Valuator We believe investing should be easy. We implement a pragmatic approach to monitoring and managing each RMS Fund throughout the Investment Business Cycle.

The E-Valuator Risk Managed Strategy Funds provide six investment options spanning the efficient frontier to address different levels of investor risk tolerance. Each RMS Fund is an asset management service packaged inside a mutual fund, and are optimized for risk and return based on their stated volatility goals. Our portfolio managers utilize proprietary in-house tools to stress test the underlying holdings of each RMS Fund on a daily basis in order to find market inefficiencies. Above all else, we strive to create industry-leading investment solutions that meet the demands of all investors, big or small. The E-Valuator RMS Funds are offered through our Registered Investment Advisor, Systelligence LLC. Investing involves risk and principal loss is possible. The prospectus should be read carefully before investing. An investor should consider the investment objectives, risks, charges and expenses of the investment company before investing. To obtain a prospectus which contains this and other information, contact your financial advisor, call 888.507.2798, or visit our website at www.evaluatorfunds.com.

📊 Market Update: Earnings, Inflation & Treasury Yields__Wall Street had plenty to watch last week as earnings season kic...
10/20/2026

📊 Market Update: Earnings, Inflation & Treasury Yields
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Wall Street had plenty to watch last week as earnings season kicked off, inflation remained stubborn, and Treasury yields moved lower.

📈 Earnings Outlook: S&P 500 third-quarter earnings growth expectations eased slightly to 29%, but projections remain strong.

🛍️ Consumer Spending: Retail sales rose 0.8% in September, beating expectations, although higher gasoline prices contributed to the increase.

🔥 Inflation Pressures: Consumer inflation climbed to 3.7%, while wholesale inflation reached its highest annual rate since 2022.

📉 Treasury Yields: Longer-term Treasury yields declined for the second consecutive week, with the 10-year yield ending at 5.08%.

With earnings season underway and inflation still a concern, investors have plenty to consider heading into the final months of 2026.

👉 What's driving the markets, and what should investors be watching next? Read the latest John Hancock Weekly Market Recap for a closer look at the trends shaping the investment landscape.

📈 Treasury yields are climbing. But is inflation really to blame?Not necessarily.__Recent analysis from Franklin Templet...
10/16/2026

📈 Treasury yields are climbing. But is inflation really to blame?
Not necessarily.
__
Recent analysis from Franklin Templeton suggests that higher inflation-adjusted interest rates, rather than rising inflation expectations, are behind most of the recent increase in Treasury yields.

💡 So what does that mean for investors?
While strong corporate earnings have helped support stocks, higher borrowing costs could create challenges for businesses, consumers, and the broader economy heading into 2027.
The takeaway? It's not just how much interest rates rise that matters. It's what's driving them.

📊 Read our latest market insights to learn what rising Treasury yields could mean for investors and what to watch in the months ahead.
https://www.evaluatorfunds.com/

💰 How Much of Your Income Goes Toward State Taxes?__Where you live can make a big difference in how much you pay in taxe...
10/15/2026

💰 How Much of Your Income Goes Toward State Taxes?
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Where you live can make a big difference in how much you pay in taxes—and how much you have left to save and invest.

A new 2026 analysis reveals some striking differences across the country:

📍 Hawaii: Highest overall tax burden at 13.30%
📍 New York: Second highest at 12.39%
📍 Alaska: Lowest tax burden at 4.92%

📊 National Average: 8.43%

And here's something worth considering: Living in a state with no income tax doesn't necessarily mean you'll pay less overall. Property taxes, sales taxes, and other expenses can quickly add up.

Thinking about retirement, relocating, or simply looking at your long-term financial picture? Understanding how taxes vary by state can help you make more informed decisions.

👉 See where your state ranks and why the numbers matter for your financial future.

🔗 Read our latest blog: https://www.evaluatorfunds.com

📈 Weekly Market Recap | Week Ending October 9, 2026___Wall Street reached new highs last week, with strong earnings expe...
10/14/2026

📈 Weekly Market Recap | Week Ending October 9, 2026
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Wall Street reached new highs last week, with strong earnings expectations helping drive market momentum. But with another potential Fed rate hike and new inflation data on the horizon, investors have plenty to keep an eye on.

Here's what moved the markets:

📊 Corporate Earnings: Analysts are forecasting an impressive 29.6% increase in third-quarter S&P 500 earnings, reflecting continued optimism about corporate performance.

🏦 Federal Reserve: Minutes from the latest Fed meeting suggest another interest rate increase could be coming before year-end.

📈 Record Highs: The S&P 500 and NASDAQ reached new highs, while all three major U.S. indexes finished the week approximately 1% higher.

💰 Inflation Watch: With inflation still above the Fed's 2% target, the next CPI report could offer important clues about the direction of interest rates.

What's next for the markets?

With earnings season underway and another Fed decision approaching, the coming weeks could provide a clearer picture of where the markets are headed.

👉 Are you keeping up with the economic trends that could impact your portfolio? Take a closer look at the latest market developments and what's worth watching in the weeks ahead.

🔗 Read the full Weekly Market Recap:
https://www.evaluatorfunds.com/john-hancock-weekly-market-recap-week-ended-october-9/

Growth vs. Value: Are Your Investments as Diversified as You Think?__The lines between growth and value investing are be...
10/08/2026

Growth vs. Value: Are Your Investments as Diversified as You Think?
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The lines between growth and value investing are becoming increasingly blurred.

The 2026 Russell index updates reveal a significant shift, with major technology companies gaining a larger presence in traditional value benchmarks.

What does this mean for investors?

Simply owning growth and value funds may not provide the diversification you expect. Overlapping holdings and increased exposure to a handful of large companies could create unintended portfolio concentration.

Understanding what's actually inside your investments is more important than ever.

In our latest article, we explore how changing market classifications may affect portfolio diversification, investment strategies, and risk management.

Read more:https://www.evaluatorfunds.com/john-hancock-when-value-starts-looking-more-like-growth/

🌎 The global stock market has changed significantly since 2011.__Global equity market capitalization grew from approxima...
10/07/2026

🌎 The global stock market has changed significantly since 2011.
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Global equity market capitalization grew from approximately $49.6 trillion in 2011 to $157.8 trillion in 2025, with the U.S. continuing to lead the way.

The U.S. market increased from $15.6 trillion to $68.9 trillion, while China and India also moved substantially higher in the global rankings.

Technology growth, changing investor demand, and expanding equity markets around the world have all played a role in reshaping the global market landscape.

Read more about how the world’s largest stock markets evolved from 2011 through 2025. https://www.evaluatorfunds.com/visual-capitalist-the-global-stock-market-boom-by-country-2011-2025/

📊 Weekly Market Recap | Week Ended October 2Investors closed out the third quarter with plenty to watch across bonds, in...
10/06/2026

📊 Weekly Market Recap | Week Ended October 2

Investors closed out the third quarter with plenty to watch across bonds, inflation, economic growth, and the stock market.

This week’s key takeaways:

📈 Treasury yields climbed at the long end of the curve, with the 10-year Treasury ending the week at 5.28% and the 30-year at 5.63%.

📉 Inflation showed signs of moderating. The Federal Reserve’s preferred inflation gauge came in below expectations, while core PCE also eased from the previous month.

🇺🇸 Economic growth received an upgrade, with second-quarter GDP revised higher to a 2.2% annualized rate, supported by stronger consumer and government spending.

💻 September delivered mixed results for stocks. The technology-heavy NASDAQ gained 1.9%, while the S&P 500 declined 0.5% and the Dow fell 4.3%.

As investors move into the fourth quarter, interest rates, inflation trends, economic growth, and Fed policy will remain important factors to watch.

📈 The Federal Reserve has raised interest rates again — what could it mean for investors?__The Fed increased its target ...
10/03/2026

📈 The Federal Reserve has raised interest rates again — what could it mean for investors?
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The Fed increased its target rate by 0.25 percentage points as policymakers continue to balance persistent inflation with a relatively resilient economy.

While additional rate increases remain possible, the future path of monetary policy will likely depend heavily on inflation, employment, economic growth and other incoming data.

For investors, changing rates can affect everything from Treasury yields and bond prices to stock valuations and portfolio income opportunities.

We take a closer look at what the Fed’s latest move could mean for the markets — and what investors may want to keep an eye on in the months ahead.

👉 Read the full article: https://www.evaluatorfunds.com/nuveen-the-fed-dishes-a-dose-of-tightening/

💰 Which generation holds the most wealth in America?___U.S. households now hold roughly $185.7 trillion in total net wor...
10/01/2026

💰 Which generation holds the most wealth in America?
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U.S. households now hold roughly $185.7 trillion in total net worth, but the distribution looks very different from one generation to the next.
Baby Boomers currently hold more than half of U.S. household wealth, while Gen X accounts for about one-quarter. Millennials and Gen Z represent the largest share of households but hold just over 11% of total wealth. Visual Capitalist
The numbers offer an interesting look at how age, asset ownership, investing, real estate, and debt can shape wealth over time.
👉 Read more about how U.S. wealth is distributed across generations in 2026.
https://www.evaluatorfunds.com/visual-capitalist-u-s-wealth-by-generation-in-2026/

📈 Weekly Market Recap: Global Yields Rise as NASDAQ Hits a Record___Markets had plenty to watch last week.🌎 Government b...
09/29/2026

📈 Weekly Market Recap: Global Yields Rise as NASDAQ Hits a Record
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Markets had plenty to watch last week.

🌎 Government bond yields moved higher across several major economies.

💵 The U.S. dollar continued to strengthen following the latest interest-rate increase.

📊 The NASDAQ reached a new record high and finished the week up 2.1%, while the S&P 500 gained 1.2% and the Dow rose 0.3%.

👷 Attention now turns to the September employment report after August delivered a stronger-than-expected 162,000 new jobs.

Read our latest Weekly Market Recap for a closer look at what moved markets and the economic indicators investors are watching next. https://www.evaluatorfunds.com/john-hancock-weekly-market-recap-week-ended-september-25/

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