U.S. Small Cap Commentary

1Q 2014 — Small Cap Almost Even

April 22, 2014


Executive Summary Opportunity in Quality: As of March 31, 2014, the highest quality companies are now trading two standard deviations below…

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Global ETF Commentary

1Q 2014 — Stuck in the Mud

April 22, 2014


Executive Summary First Quarter Drivers of the Market: Consolidation of 2013 market gains, geopolitical concerns about Russia, Fed policy and leadership…

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Global ETF Hedged Commentary

4Q 2013 — Stuck in the Mud

April 22, 2014


Executive Summary First Quarter Drivers of the Market: Consolidation of 2013 market gains, geopolitical concerns about Russia, Fed policy and leadership…

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U.S. All Cap Commentary

1Q 2014 — All Cap Shines

April 22, 2014


Executive Summary Opportunity in Quality: As of March 31, 2014, the highest quality companies are now trading two standard deviations below…

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High Dividend Equity Commentary

1Q 2014 — Dividend and Earnings Growth

April 22, 2014


Executive Summary Rotation to Dividend Payers: In March, a rotation away from lower dividend or non-dividend paying stocks into dividend paying…

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Unified Solutions Commentary

1Q 2014 — Stuck in the Mud

April 16, 2014


Executive Summary First Quarter Drivers of the Market: Consolidation of 2013 market gains, geopolitical concerns about Russia, Fed policy and leadership…

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Market Update

Top or Pause that Refreshes?

April 11, 2014


The market has been experiencing a rotational correction over the past month and a half with aggressive sectors giving back a…

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Navigator Report

Do Things Really Ever Change?

April 11, 2014


First Quarter 2014 Spring has finally sprung in Philadelphia and the snow is gone. As in a lot of places in…

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The Soslow Report

1Q 2014 — It’s Value Not Quality

April 10, 2014


Executive Summary Opportunity in Quality: As of March 31, 2014, the highest quality companies are now trading two standard deviations below…

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Benchmark Review

Benchmark Review, March 2014

April 7, 2014


The first quarter and the month of March was a bit of a wake-up call for most investors who have become…

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