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Sage Advice Special Report, U.S. Election Macro Review
The status quo outcome of the elections was a victory for Democrats and President Obama’s administration. This was countered to some degree by the return. . . .
Tactical ETF Portfolio Shift Commentary 10/18/2012
Within equities, we continue to favor mega caps, but prefer a more diversified allocation with a lower concentration to industrials. The continued overweight to US mega. . . .
The Hitchhiker’s Guide to Pension Plan Derisking and Termination
When it comes to defined benefit (DB) plans, the ultimate goal for many plan sponsors, especially those that have already closed or frozen their DB. . . .
Sage Advice Quarterly Market Review 3Q2012
The third quarter provided a friendly backdrop for risk assets, driven more by central-bank policy than actual improving economic fundamentals. A more aggressive stance by. . . .
Taxable Fixed Income Commentary 3Q2012
The third quarter provided a friendlier backdrop for risk assets, and a wild ride for Treasury yields as investor sentiment rebounded from spring lows, driven. . . .
Municipal Fixed Income Commentary 3Q2012
Despite the volatility in Treasury yields, Municipal yields declined across the maturity curve during the 3rd quarter as municipal fund flows remained positive for 42 consecutive. . . .
Sage Advice- Special Report: Insurance Investment Trends, ETFs Offer Smart Solutions
Since 2008 the insurance industry has been facing a variety of business challenges that put outsized demands on their investment activities. Significantly lower interest rates,. . . .
Tactical ETF Portfolio Shift Commentary 7/31/2012
The portfolio changes on the equity side of the allocation coincide with our view that recent market strength is based primarily on policy expectations and. . . .