Upcoming Webcast:
The Stock Market’s Super Seven: Managing Investor FOMO
This webcast is approved for 1 hour of CFP® CE credit
3Q 2020— Coronavirus Pandemic Feeds Dislocations Between Winners and Losers
October 20, 20202020 has proven to be the one of the most turbulent and challenging years in recent memory and for many investors,…
Read More3Q 2020 SMA Fixed Income Commentary
October 19, 2020If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.
Read More3Q 2020 — Tax-Free Fixed Income
October 19, 2020A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.
Read More3Q 2020 — Small Cap Rallies as Economic Conditions Continue to Improve
October 15, 202072.6% of the Navigator® Small Cap portfolio is positioned in small-cap stocks with the balance in mid-cap stocks and cash. Industrials…
Read More3Q 2020 — All Cap Focused on Re-Opening Trends
October 15, 2020The Navigator® All Cap strategy remains positioned in approximately 67.5% in large-cap stocks and the remainder in mid/small-cap cap stocks and…
Read More3Q 2020 — International Equity Continues to Shine in Third Quarter
October 15, 2020The Navigator® ADR/International Equity remains positioned in approximately 17.4% in emerging markets with the balance in developed economies. Our weight in…
Read More3Q 2020 — The News Diet
October 15, 2020In last quarter’s commentary entitled “Ignore the Deafening Noise” I urged readers to focus on the likely future of Fed policy and economic activity at the expense of the media’s obsession with the current flattening of the yield curve,
Read More3Q 2020 — SMID Remains Steady in Third Quarter
October 15, 2020Navigator® SMID Cap is positioned approximately 63.3% in small-cap stocks with the balance in mid-cap stocks and cash. Industrials are now…
Read More3Q 2020— Another Fickle Value Rally?
October 14, 2020The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.
Read More3Q 2020 — Despite Election-Related Concerns, Pro-Cyclical Leadership Persists
October 14, 20202020 has been a massive roller coaster for investors, but the third quarter was mostly positive both in terms of market…
Read More