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Municipal Fixed Income Commentary 3Q2011
During the third quarter, municipal yield dropped significantly as the Federal Reserve announced “Operation Twist” which drove long dated Treasury yields to their lowest levels since. . . .
Tactical ETF Portfolio Shift Commentary 9/16/2011
We have reduced exposure to domestic small and mid cap equities and moved the proceeds to domestic mega caps. Small and mid cap equities have. . . .
Taxable Fixed Income Commentary 2Q2011
Fixed income delivered strong second quarter returns led by Treasuries, as a broad softening of U.S. and global economic data, combined with growing concerns of. . . .
Municipal Fixed Income Commentary 2Q2011
Despite lingering budgetary concerns for many municipal credits and net outflows of money from the municipal market, the 50% drop in year over year municipal new. . . .
Longevity Risk: Overlooked, but Not Forgotten
In a traditional defined benefit plan, virtually all risks associated with a plan participant’s pension are borne by the plan sponsor, including investment risk, contribution risk,. . . .
Tactical ETF Portfolio Shift Commentary 06/21/2011
We are increasing equities in favor of fixed income across all target-risk strategies. While we acknowledge that the list of macro risks remain long and are. . . .
Tactical ETF Portfolio Shift Commentary 05/11/2011
Based on our view that the dollar will stabilize, and possibly strengthen in the near-term, we have reduced dollar-sensitive assets including non-dollar fixed income, international equities and. . . .
Sage Advice Quarterly Market Review 1Q2011
During much of the first quarter and through April, investors seemed to be following a similar playbook; favor risk assets, hedge falling dollar risk and protect against. . . .