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…

Read More



Q&A

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…

Read More



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,…

Read More



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…

Read More



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…

Read More



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…

Read More



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…

Read More



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,…

Read More



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….

Read More



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…

Read More