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Tactical ETF Portfolio Shift Commentary 09/11/2009
Within equities, all of the domestic large cap positions have been reduced in favor of an increase in international equities. We maintain our negative view of. . . .
Tactical ETF Portfolio Shift Commentary 07/20/09
We have reduced domestic equity in favor of developed international growth. Within the fixed income portion of the portfolios, we opened a position in emerging. . . .
Sage Advice Quarterly Market Review 2Q2009
Are we there yet? Like bickering children in the back seat, economists, pundits and policy makers are incessantly asking whether the economy is approaching that elusive. . . .
Municipal Fixed Income Commentary 2Q2009
During the last quarter, the municipal market provided positive returns across the curve as investor inflows reached a record $31.6 billion by the end of the. . . .
Cash Balance Plans, Beware the Details
This quarter’s stock market rally has been a boon to defined benefit (DB) pension plan funding, lifting funded ratios above the 80% mark. Yet this. . . .
Tactical ETF Portfolio Shift Commentary 06/08/09
On the equity side, we have reduced our weighting in mega cap equity, cutting half of our exposure to the Dow. While we like mega caps. . . .
Tactical ETF Portfolio Shift Commentary 05/26/09
We continue to position the fixed income portion of the portfolio defensively, staying focused on the short end of the yield curve while maintaining an. . . .
Tactical ETF Portfolio Shift Commentary 04/06/2009
In mid-March, we reduced exposure to domestic equities in favor of a move back into emerging market equities. This week we continued to build on that. . . .