Fixed Income Total Return Commentary

2Q 2014 — Against All Odds

July 18, 2014


Executive Summary Bonds Surprise to the Upside: Contrary to expectations, bonds have performed better than predicted so far this year. Liquidity…

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U.S. SMID Cap Commentary

2Q 2014 — SMID Extends Lead

July 18, 2014


Executive Summary Current Bull Market Snapshot: The bull market is over five years old and has gone over 1000 days without…

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ADR/International Equity Commentary

2Q 2014 — Robust M&A Activity Propels ADR Strategy

July 18, 2014


Executive Summary Current Bull Market Snapshot: The bull market is over five years old and has gone over 1000 days without…

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U.S. Small Cap Commentary

2Q 2014 — Small Cap Pushes Ahead

July 18, 2014


Executive Summary Current Bull Market Snapshot: The bull market is over five years old and has gone over 1000 days without…

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Chart of the Month

S&P 500 to Fed: “You Really Got a Hold on Me”

July 17, 2014


Overlaid on the S&P 500 is the Federal Reserve’s balance sheet size (scale on the right), which reflects the massive purchases…

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Global Equity ETF Commentary

2Q 2014 — Marching to the Beat of Fed Liquidity

July 17, 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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Benchmark Review

Benchmark Review, June 2014

July 8, 2014


U.S. equities were positive across all the styles and market caps. Small and Mid Caps were the big winners for the…

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Definitions

A Guide to Commonly Used Advisory Terms

July 7, 2014


UMA (Unified Managed Account). An account that can utilize several independently managed strategies in one account to implement a desired asset…

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Navigator Insights

Spotlight on Sharpe Ratio

June 25, 2014


Risk/Return Profiles in Declining and Rising Rate Environments Fixed income has traditionally had two primary roles in portfolio construction: income generation…

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Benchmark Review

Benchmark Review, May 2014

June 5, 2014


U.S. equities were positive across all the styles and market caps. (S&P 500 +2.35%, S&P 400 MidCap +1.78%, Russell 2000 +0.80%)….

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