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Sage Advice Special Report 3Q2007
Traditionally, the shape of the Treasury yield curve has a positive slope; longer dated securities offer higher yields than shorter dated maturities. In normal market. . . .
The New Era of Public Pension Accounting Begins
For public pension plans and the government entities that sponsor them, 2014-2015 marks a period of transition to new government accounting standards, GASB 67/68. While. . . .
Sage Advice Quarterly Market Review 3Q2007
As expected, the economy staged an impressive rebound in the second quarter after grinding to a near standstill in the opening months of the year.. . . .
Tactical ETF Portfolio Shift Commentary 09/04/2007
These moves are a continuation of a defensive shift we’ve been making. We’ve moved to 10% cash, our tactical limit for equity allocations, believing the recent. . . .
Tactical ETF Portfolio Shift Commentary 08/07/2007
We increased cash in the balanced models up to 5% from 2% coming out of SPY; in the All Cap+ equity model we have increased commodity. . . .
Sage Advice Quarterly Market Review 2Q2007
Following the 1.3% gain in the first quarter, the economy has now logged a growth rate of under 3% for four consecutive quarters, an unusually long stretch of. . . .
Sage Advice Quarterly ETF Monitor 2Q2007
The ETF market continues to grow rapidly both in terms of assets and fund options adding roughly $50 billion in assets and launching 116 funds. . . .