Chart of the Month
Paranormal Activity: Investors Continue to Pile Into Bonds
October 15, 2014

The above chart illustrates the monthly net flows into mutual funds and ETFs for the U.S. equity, taxable bond and non-traditional…

Read More
SMA Fixed Income Commentary
3Q 2014 — The Yield Curve Flattens
October 15, 2014

Executive Summary The Yield Curve Flattens: The market appears to believe low inflation and slow growth in a still leveraged society…

Read More
Benchmark Review
Benchmark Review, September 2014
October 7, 2014

U.S. equities were negative all the styles and market caps. Small and mid caps really took it on the chin and…

Read More
Portfolio Perspectives
Six Reasons Why the End of Quantitative Easing May Not Lead to Higher Interest Rates
October 3, 2014

Debunking Conventional Wisdom QE is ending! Oh no! Telegraphed by the Fed, the lengthy monetary expansion plan known as is scheduled…

Read More
Navigator Insights
Active vs. Passive: Are We Asking Ourselves the Wrong Question?
September 29, 2014

I can’t help but notice the recent onslaught against active managers. And it’s not just the passive managers. It’s also advisors,…

Read More
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….

Read More
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…

Read More
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…

Read More
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