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Tactical ETF Portfolio Shift Commentary 08/30/2010
On the equity side, we are drawing from the REIT segment which has substantially outperformed broad equities so far in 2010. The strong performance in REITs. . . .
Tactical ETF Portfolio Shift Commentary 08/01/2010
Within the all equity strategy, we sold the small cap position and added proceeds to cash. With all other strategies, we sold the small cap. . . .
Tactical ETF Portfolio Shift Commentary 07/01/10
In late 2009 and early 2010, we removed our exposure to developed international equities in favor of domestic large cap equities. The decision to remove developed. . . .
Sage Advice Quarterly Market Review 2Q2010
The economy turned in another decent showing in the latest quarter, staging a 3.2% growth rate in the January-March period following the 5.6% increase in the previous quarter.. . . .
Municipal Fixed Income Commentary 2Q2010
Despite the rise in yields during June, the Municipal market ended the second quarter with positive returns across the yield curve. Limited supply and attractive. . . .
Tactical ETF Portfolio Shift Commentary 05/01/2010
While earnings have been strong, there continue to be high levels of uncertainty regarding the global macro environment. We believe that the dividend-oriented value sectors are better. . . .