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Municipal Fixed Income Commentary 4Q2010
Rounding out 2010, tax-exempt Municipal bonds experienced the worst quarterly performance since the 1st quarter of 1994; however, the Barclays Municipal Index ended the year in. . . .
Tactical ETF Portfolio Shift Commentary 12/09/2010
We increased our allocation to commodities as we believe they will continue to be well supported from both a macro and fundamental perspective. Energy and. . . .
Tactical ETF Portfolio Shift Commentary 10/13/2010
Going into the 3rd quarter of this year we anticipated further signs of weakness in the economy, which we felt would lead to increased volatility in. . . .
Public Pension Plans – Alone at Sea
Much has been written this year about the state of public pension plans, with statistics and headlines becoming more startling as the year has gone. . . .
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. . . .