In: Navigator Insights

Navigator Insights
Are Bond Investors Turkeys?
November 25, 2014

Five Ways Investors Can Avoid Getting Cooked In captivity, a turkey spends its life expecting to be fed well and expecting…

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Navigator Insights
A Healthy Serving of Active and Passive
October 29, 2014

What the Investment Industry Can Learn from the Nutrition World Lately, we’ve seen a proliferation of articles touting the end of…

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Navigator Insights
Active vs. Passive: Are We Asking Ourselves the Wrong Question?
September 29, 2014

I can’t help but notice the recent onslaught against active managers. And it’s not just the passive managers. It’s also advisors,…

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Navigator Insights
Is Now the Time to Take Some Risk Off the Table?
August 21, 2014

Investors who were blind-sided by the Great Recession generally fit into two camps. There were those who stayed in the market…

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Navigator Insights
Liquid Alternatives – Here to Stay
July 23, 2014

Alternative investing has just about become a household name as more investors have gained access to alternatives. In the last several…

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Navigator Insights
Spotlight on Sharpe Ratio
June 25, 2014

Risk/Return Profiles in Declining and Rising Rate Environments Fixed income has traditionally had two primary roles in portfolio construction: income generation…

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Navigator Insights
Unconstrained Versus Nontraditional Bond Funds
May 5, 2014

What’s the Difference and Which One Is Best for My Client? With yields hovering around historic lows, a rise in rates…

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Navigator Insights
Understanding Duration Can Help You Navigate a Rising Rate Environment
March 19, 2014

Investors who own fixed income securities should be aware of the relationship between interest rates and a bond’s price. As a…

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Navigator Insights
Bonds or Bond Funds in a Rising Rate Environment
November 6, 2013

Fixed income securities, including individual bonds and bond funds, have historically been the primary tool used to generate income for retired…

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Navigator Insights
Will Floating Rates Rise to the Occasion?
November 4, 2013

The Good, the Bad and the Ugly of Floating Rate Debt Historically low interest rates, accompanied by an unprecedented investor desire…

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Navigator Insights
Is Diversification Out of Favor?
June 30, 2013

One of the first rules individual investors learn about investing is the importance of diversification. They can quickly understand the concept of…

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Navigator Insights
Average Returns ≠ Compound Returns
May 30, 2013

Volatility of return has an important, perhaps overlooked, effect on the returns investors actually earn. The chart below illustrates the return of…

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Navigator Insights
Navigating a Rising Rate Environment
April 30, 2013

Despite record low interest rates and the S&P up over 120% since the 2009 lows investors have continued to pile into bonds….

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Navigator Insights
Liquid Alternatives
March 31, 2013

No longer is the world of hedge fund strategies confined to accredited investors and institutions through limited partnerships, and no longer does…

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