High Dividend Equity Commentary
4Q 2019— The Power of Dividends
January 15, 2020

The 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 More
Tax-Free Fixed Income Commentary
4Q 2019 — Tax-Free Fixed Income
January 15, 2020

A 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 More
Taxable Fixed Income Commentary
4Q 2019— Taxable Fixed Income
January 15, 2020
Jamie MullenSenior Portfolio Manager As 2018 came to close, volatility was in high gear and we closed with the following statement,... Read More
Market Outlook
2020 Market Outlook Commentary
January 15, 2020

Recession Risks or Market Myths? Highlights: We believe: The U.S. economy will continue to grow, and our projection for the S&P…

Read More
U.S. Small Cap Commentary
4Q 2019 — Small Cap Rallies with Russell 2000
January 13, 2020

For the 12 months ending December 31, 2019, the Navigator® Small Cap Core U.S. Equity strategy delivered gains of 26.51% gross…

Read More
All Cap Core Commentary
4Q 2019 — Value and Quality Characteristics Continue to Drive All Cap Strategy
January 13, 2020

For the fourth quarter of 2019, the Navigator® All Cap U.S. Equity strategy had a return of +9.58% (8.78% net) vs….

Read More
SMID Cap Core Commentary
4Q 2019 — SMID Provides Long-Term Outperformance
January 13, 2020

Since inception, the Navigator® SMID Cap Core U.S. Equity strategy delivered annualized gains of 11.79% gross (8.51% net) vs. 10.74% annualized…

Read More
ADR/International Equity Commentary
4Q 2019 — International Equity Closes Out the Year Strong
January 13, 2020

Since Inception, the Navigator® International Equity/ADR strategy delivered annualized gains of 6.06% gross (2.93% net) vs. the gains of 1.88% for…

Read More
Market Outlook
2020 Market Outlook Resource Center
January 10, 2020
2020 Market Outlook Webcast Replay   Can Economic Growth Continue in 2020? As we head into the New Year, questions surrounding... Read More
Fixed Income Total Return Commentary
4Q 2019 — The “Everything Rally”
January 8, 2020

2019 began with investors reeling from the 20% decline in the fourth quarter of 2018, but it sure did end on…

Read More