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The Stock Market’s Super Seven: Managing Investor FOMO
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Benchmark Review & Monthly Recap, April 2020
May 5, 2020Economic Data Reflects Shutdown, but Market Rallies HIGHLIGHTS: After one of the worst months and quarters in years, April saw a…
Read MorePodcast: Economic Recovery Prospects | April 2020
April 27, 2020Chief 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.
Read More1Q 2020— Quick, Dramatic Pain, but Long-Term Opportunity
April 23, 2020When we look at the title of our fourth quarter commentary, “2020 Should Be Highlighted By Stable Fed Policy & Election-Driven…
Read More1Q 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 — 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…
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