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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. . . .
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. . . .
Sage Advice Municipal Market Monitor 3Q2009
While not immune to all fixed income risks, municipal bonds, historically, as compared to other fixed income securities, have had low default rates and very. . . .
Tactical ETF Portfolio Shift Commentary 09/11/2009
Within equities, all of the domestic large cap positions have been reduced in favor of an increase in international equities. We maintain our negative view of. . . .
Tactical ETF Portfolio Shift Commentary 07/20/09
We have reduced domestic equity in favor of developed international growth. Within the fixed income portion of the portfolios, we opened a position in emerging. . . .