Podcast

Podcast: Bond Discussion | November 2016

November 23, 2016


Fixed Income Update November 21, 2016 Listen as the fixed income investment team including Sean Clark, Jon Fiebach, Jamie Mullen, and…
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401(k) Commentary

3Q 2016 401(k)

November 22, 2016


Risk-Based Portfolios Navigator Fixed Income For the third quarter of 2016, the Navigator Fixed Income portfolio gained 1.41% compared to a…

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Navigator Insights

Health Tracking vs. Wealth Tracking

November 9, 2016


Surprising Results on Fitness Trackers & Implications for Investing A new study released this September in the Journal of the American…

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Market Update

Trump Wins, Trump Wins — Uh-Oh, What Now?

November 9, 2016


Wow. Our Brexit moment! We just witnessed a political revolution in the U.S. that hasn’t been seen since Ronald Reagan in…

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Navigator Insights

Delivering Anxiety-Adjusted Returns with a Time Segmented Approach

November 2, 2016


Time and time again, advisors say their largest challenge is managing client emotions. If clients are unhappy or anxious about their…

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Benchmark Review

Benchmark Review & Monthly Recap, October 2016

November 1, 2016


U.S. equity markets declined in October. The S&P 500 declined 1.82% for the month, while small cap stocks, as measured by…

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Navigator Report

Will the Bull Market Survive?

October 24, 2016


Third Quarter 2016 The Bull market of today began seven years and seven months ago and, according to one way of…

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Fixed Income Total Return Commentary

3Q 2016 — High Yield — Party Like It’s…

October 24, 2016


It is often said that the market dislikes uncertainty, and the market has had to deal with a lot of uncertainty…

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All Cap Core Commentary

3Q 2016 — All Cap’s Undervalued, Lower Risk ­Holdings Represent Opportunity

October 21, 2016


Over the last three years, the Navigator All Cap strategy delivered annualized gains of 7.92% gross (4.75% net) vs Russell 3000…

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Opportunity Update Commentary

3Q 2016 — A (Comparatively) Quiet Time for the Markets

October 19, 2016


Compared to the Brexit-related fireworks at the end of the second quarter, the third quarter was a quiet time for the…

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