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Sage Advice Special Report Nov 2008
Investing during the last several weeks within an environment of rapidly declining asset values and record volatility has been more about damage control than implementing. . . .
Tactical ETF Portfolio Shift Commentary 10/21/2008
Within equities, we have reduced exposure in mid cap growth and large cap growth in favor of large cap core and large cap value. While. . . .
Sage Advice Quarterly Market Review 3Q2008
The credit crisis plaguing the capital markets moved from severe to critical by the end of the third quarter and into the fourth quarter as. . . .
Sage Advice Municipal Market Monitor 3Q2008
Since August 2007 investors’ perception of the economy has shifted from cautiously optimistic to all out panic due to a lack of confidence and trust.. . . .
Tactical ETF Portfolio Shift Commentary 09/10/2008
Across all balanced models, fixed income exposure is being increased in a effort to take a more defensive position as we believe the next few quarters. . . .
Tactical ETF Portfolio Shift Commentary 07/23/2008
We’ve made another small adjustment to the portfolios. Over the past several months, we have been reducing our exposure to commodities. This week, we sold the. . . .
Tactical ETF Portfolio Shift Commentary 07/07/08
On the equity side, we have reduced our weighting in mega cap equity, cutting half of our exposure to domestic mega cap equities. While we like. . . .