Upcoming Webcast:

The Stock Market’s Super Seven: Managing Investor FOMO

This webcast is approved for 1 hour of CFP® CE credit

October 22, 2020
11:00 AM EDT

Benchmark Review
Benchmark Review & Monthly Recap, April 2020
May 5, 2020

Economic Data Reflects Shutdown, but Market Rallies HIGHLIGHTS: After one of the worst months and quarters in years, April saw a…

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Podcast
Podcast: Economic Recovery Prospects | April 2020
April 27, 2020

Chief Investment Officer Sean Clark joins Rusty Vanneman on Orion’s Weighing Machine podcast for a recap of Q1 2020, the odds of an economic recovery in the near-term, and how advisors can prepare for what’s ahead.

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Opportunity Update Commentary
1Q 2020— Quick, Dramatic Pain, but Long-Term Opportunity
April 23, 2020

When we look at the title of our fourth quarter commentary, “2020 Should Be Highlighted By Stable Fed Policy & Election-Driven…

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Multi-Strategy Commentary
1Q 2020— Coronavirus Pain: “Essential” Versus “Non-Essential”
April 23, 2020

Who could have predicted that the first quarter of 2020 would go down in the record books as the worst first…

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Market Update
So, Now What?
April 21, 2020

April 21, 2020 | Though far from certain, it appears that the worst of COVID-19 MAY be behind us, and perhaps…

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High Dividend Equity Commentary
1Q 2020— Dividend Stocks Reset Expectations
April 21, 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.

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ADR/International Equity Commentary
1Q 2020 — International Equity’s Lower Risk Profile Shines
April 20, 2020

The Navigator® International Equity/ADR strategy delivered annualized gains of 0.22% gross (-2.74% net) vs. the loss of -0.64% for the MSCI…

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All Cap Core Commentary
1Q 2020 — All Cap Focused on Survive and Thrive
April 20, 2020

For the first quarter of 2020, the Navigator® All Cap Core U.S. Equity strategy had a return of -25.42% (-26.03% net)…

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The Soslow Report
1Q 2020 — Survival Requires Change
April 20, 2020

In 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,

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U.S. Small Cap Commentary
1Q 2020 — Small Cap Intensifies Balance Sheet Scrutiny
April 20, 2020

For the five years ending March 2020, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized loss of -1.81% gross…

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