Library
Refine your selection
Refine your selection:
Results
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 10/29/2009
Within all models, we have sold our exposure to REITs and moved the proceeds to cash. This change was made to raise cash as we. . . .
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. . . .
Rethinking Modern Portfolio Theory
Generally, in our quarterly A/L Monitor, we strive to present in depth overviews of salient topics on the subject of Liability Directed Investing (“LDI”). Thus. . . .
Sage Advice Quarterly Market Review 3Q2009
The recovery rally, which began early in the second quarter and continued throughout the third, exhibits continuing signs of an economic rebound, with high cash. . . .