Chart of the Month
Are U.S. Treasuries Undervalued?
September 11, 2014

There has been much discussion in the financial press about the “bubble” in U.S. Treasuries. The chart above shows the U.S….

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Benchmark Review
Benchmark Review, August 2014
September 3, 2014

U.S. equities rebounded from a negative July and were strong across all the styles and market caps (S&P 500 +4.00%, S&P…

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Navigator Insights
Is Now the Time to Take Some Risk Off the Table?
August 21, 2014

Investors who were blind-sided by the Great Recession generally fit into two camps. There were those who stayed in the market…

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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
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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