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“Better But Still Not Great.” Mulitemployer Retirement Plan Status
Last time Sage addressed multiemployer pension plans (also known as Taft-Hartley or union plans) in an Asset/Liability Monitor, it was fall 2009, and the situation was. . . .
Tactical ETF Portfolio Shift Commentary 2/14/2012
We have reduced our underweight to developed international equities given easing Eurozone sovereign risks and increased global economic momentum. Overall, we still favor the US. . . .
Tactical ETF Portfolio Shift Commentary 01/24/2012
The addition of high yield is based on the expectation that 2012 will bring lower returns for fixed income overall and a greater emphasis on yield.. . . .
Don’t Underestimate the Power of the Discount Rate
2011 proved to be yet another challenging year for corporate defined benefit plans, with prospects for an improving funded ratio in the first half of. . . .
Sage Advice Quarterly Market Review 4Q2011
2011 was an extremely challenging year for investors as an assortment of macro challenges, geopolitical events and natural disasters caused dramatic swings in sentiment and. . . .
Municipal Fixed Income Commentary 4Q2011
The Municipal market experienced a yield curve twist during the fourth quarter as the belly of the curve rallied and the wings sold off slightly. As. . . .
Tactical ETF Portfolio Shift Commentary 11/14/2011
At the broad asset class level, we have pared our modest equity overweight back to neutral to lower risk and take profits following the substantial. . . .