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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. . . .
Sage Advice Quarterly Market Review 2Q2008
The stiff housing-related headwinds battering the U.S. economy are still blowing in, keeping the credit markets in a state of flux and smothering the prospects of a quick. . . .
Tactical ETF Portfolio Shift Commentary 05/01/2008
We cut commodity exposure in half for those strategies with exposure and put proceeds it in cash. Additionally, we reduced developed international in favor of mid. . . .
Sage Advice Special Report 1Q2008
Structured investment vehicles, or SIV’s for short, were created by offshore investment companies that sell short-term securities to purchase higher yielding long-term bonds and profit. . . .