Chart of the Month

Trimming the Fat Without Losing the Muscle

August 19, 2014

Trimming the Fat without Losing the Muscle:A “Healthy” Correction for the S&P? By the end of the first quarter, fundamental analysts…

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Q&A — Navigator® High Dividend Equity

August 13, 2014

What is the goal of the strategy? Navigator High Dividend Equity is a conservative total return equity strategy focusing on companies…

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Benchmark Review

Benchmark Review, July 2014

August 7, 2014

For the first time in five months, U.S. equities declined across the board with small caps being hit the hardest. Year-to-date,…

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Market Update

One Week Crush: What’s Next?

August 5, 2014

The global equity and credit markets took it on the chin last week as a series of geopolitical and economic headlines…

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401(k) Commentary

2Q 2014 401(k)

August 1, 2014

Risk-Based Portfolios Navigator Fixed Income For the 2nd quarter of 2014 the Navigator Fixed Income portfolio gained 2.05% compared to a…

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High Dividend Equity Commentary

2Q 2014 — Demand for Dividends

July 23, 2014

Executive Summary Bargain Hunters Eye the Dow: Current valuations in the Dow are lower than the S&P 500 and have a…

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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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Opportunity Update Commentary

2Q 2014 — Advances Across the Markets

July 22, 2014

Executive Summary The Bull Marches On: Although small caps and growth stocks have underperformed since their relative strength peaked in March,…

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Global ETF Hedged Commentary

2Q 2014 — Marching to the Beat of Fed Liquidity

July 22, 2014

Executive Summary Advances Across the Markets: U.S. and foreign stocks, bonds, and even commodities advanced higher despite geopolitical and economic challenges….

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Navigator Report

The Eveready Market

July 18, 2014

Second Quarter 2014 It just keeps on going, just like the Energizer Bunny. Some readers may remember a similar slogan which…

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