1Q 2020— Coronavirus Pain: “Essential” Versus “Non-Essential”
April 23, 2020Who could have predicted that the first quarter of 2020 would go down in the record books as the worst first…
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So, Now What?
April 21, 2020April 21, 2020 | Though far from certain, it appears that the worst of COVID-19 MAY be behind us, and perhaps…
Read More1Q 2020— Dividend Stocks Reset Expectations
April 21, 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 More1Q 2020 — International Equity’s Lower Risk Profile Shines
April 20, 2020The Navigator® International Equity/ADR strategy delivered annualized gains of 0.22% gross (-2.74% net) vs. the loss of -0.64% for the MSCI…
Read More1Q 2020 — All Cap Focused on Survive and Thrive
April 20, 2020For the first quarter of 2020, the Navigator® All Cap Core U.S. Equity strategy had a return of -25.42% (-26.03% net)…
Read More1Q 2020 — Survival Requires Change
April 20, 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 More1Q 2020 — SMID to Benefit from Quality/Value Focus
April 20, 2020Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 5.49% gross (2.37% net) vs. 4.91% annualized…
Read More1Q 2020 — Small Cap Intensifies Balance Sheet Scrutiny
April 20, 2020For the five years ending March 2020, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized loss of -1.81% gross…
Read MoreMarket Moves: Charting Our Strategies, March 2020
April 20, 2020A global equity bear market took hold in March as COVID-19 spread exponentially from China through Europe and to the U.S. Global cases neared 900,000 by quarter end with the U.S. leading the way with nearly 200,000 cases.
Read More1Q 2020 — Tax-Free Fixed Income
April 16, 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.
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