Portfolio Perspectives
The Oil Price Connection
November 14, 2018

The municipal bond sector is not immune to volatility in energy prices, specifically, the recent declines in per barrel price of…

Read More
Market Update
Market Update – Midterms & Their Market Implications
November 9, 2018

The midterm elections are over, and after a difficult October and volatile start to November, we now hope to have a…

Read More
Benchmark Review
Benchmark Review & Monthly Recap, October 2018
November 5, 2018

Let’s Call It What It Was… Highlights: Equity markets dropped sharply in October, however, a late-month rebound helped curb those losses…

Read More
Video
Rates on the Rise – Why Active Management Matters
October 30, 2018

Glenn Dorsey, CFA®, CAIA®, Senior Vice President, Client Portfolio Manager, Jamie Mullen, Senior Portfolio Manager, and Steve Grant, CFP®, Head…

Read More
Portfolio Perspectives
How Will Mid-Term Elections Impact Municipal Bonds?
October 25, 2018

Mid-term elections are fast approaching, and questions are flowing in from clients on what the possible outcomes can mean for the…

Read More
Opportunity Update Commentary
3Q 2018 — Is the Economic Growth Cycle Too Slow and Steady to Become Imbalanced?
October 19, 2018

The third quarter was a positive one for U.S. equity investors, as a surging U.S. economy and labor market, in which…

Read More
Fixed Income Total Return Commentary
3Q 2018 — Full Steam Ahead
October 16, 2018

It was a tale of two different risk markets during the third quarter. It was full steam ahead for U.S. markets…

Read More
Multi-Strategy Commentary
3Q 2018 — Stocks Lead Gains, High Yield Bonds Remain Strong
October 16, 2018

The third quarter was positive for U.S. equity investors, as a surging U.S. economy and labor market, in which consumer confidence…

Read More
U.S. Small Cap Commentary
3Q 2018 — Small Cap’s Quality Bias Provides Drag
October 15, 2018

For the five years ending September 30, 2018, the Navigator® Small Cap Core U.S. Equity strategy delivered annualized gains of 12.03%…

Read More
All Cap Core Commentary
3Q 2018 — All Cap’s Quality Basis Dampens Performance
October 15, 2018

For the third quarter of 2018, the Navigator All Cap Core U.S. Equity strategy gained 3.68% gross (2.91% net) versus a…

Read More