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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. . . .
Custom Liability Benchmarks: The Devil Is in the Details
Driven by high stock market volatility, falling interest rates, rising cash reserves, and more rigorous funding and accounting regulations, defined benefit plan sponsors are increasingly. . . .
Sage Advice Quarterly Market Review 3Q2011
The third quarter was punishing for risk assets as a relentless flow of negative news on both the economic and policy fronts pushed risk aversion. . . .