The Oil Price Connection
November 14, 2018The municipal bond sector is not immune to volatility in energy prices, specifically, the recent declines in per barrel price of…
Read MoreMarket Update – Midterms & Their Market Implications
November 9, 2018The midterm elections are over, and after a difficult October and volatile start to November, we now hope to have a…
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Benchmark Review & Monthly Recap, October 2018
November 5, 2018Let’s Call It What It Was… Highlights: Equity markets dropped sharply in October, however, a late-month rebound helped curb those losses…
Read MoreRates on the Rise – Why Active Management Matters
October 30, 2018Glenn Dorsey, CFA®, CAIA®, Senior Vice President, Client Portfolio Manager, Jamie Mullen, Senior Portfolio Manager, and Steve Grant, CFP®, Head…
Read MoreHow Will Mid-Term Elections Impact Municipal Bonds?
October 25, 2018Mid-term elections are fast approaching, and questions are flowing in from clients on what the possible outcomes can mean for the…
Read More3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?
October 19, 2018The third quarter was a positive one for U.S. equity investors, as a surging U.S. economy and labor market, in which…
Read More3Q 2018 — Full Steam Ahead
October 16, 2018It was a tale of two different risk markets during the third quarter. It was full steam ahead for U.S. markets…
Read More3Q 2018 — Stocks Lead Gains, High Yield Bonds Remain Strong
October 16, 2018The third quarter was positive for U.S. equity investors, as a surging U.S. economy and labor market, in which consumer confidence…
Read More3Q 2018 — Small Cap’s Quality Bias Provides Drag
October 15, 2018For the five years ending September 30, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 12.03%…
Read More3Q 2018 — All Cap’s Quality Basis Dampens Performance
October 15, 2018For the third quarter of 2018, the Navigator All Cap Core U.S. Equity strategy gained 3.68% gross (2.91% net) versus a…
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