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Tactical ETF Portfolio Shift Commentary 02/26/2010
On the equity side, we sold the remaining allocation in developed international equities in favor of a new position in domestic small cap equities. Back in. . . .
A Review of the Goals & Objectives of Liability Driven Investing
Despite unexpected pieces of good economic news in March, including an uptick in new home sales and durable goods orders, the economy remains in dire. . . .
Sage Advice Quarterly Market Review 4Q2009
Risk assets had a strong finish to 2009, supported by a global economy still in recovery mode and by extremely accommodative monetary and fiscal policy.. . . .
Sage Advice Municipal Market Monitor 4Q2009
During the first quarter of 2009 the market continued to provide positive returns across the curve as yields reached their lowest levels in over 20. . . .
Tactical ETF Portfolio Shift Commentary 12/21/2009
We have reduced developed international exposure on both equity and fixed income side in favor emerging markets, credit and large cap growth. Although we still. . . .
Sage Advice Special Report Nov 2009
Multiemployer defined benefit (DB) pension plans, also known as union plans or Taft-Hartley plans, are often described as the smaller and ailing cousins of single-employer. . . .
Tactical ETF Portfolio Shift Commentary 10/13/2009
We lowered Agency MBS exposure in favor of short maturity credit as agency MBS valuations (spreads) have moved to historically tight levels. The Fed purchase program. . . .