2016 Quarter 1 Review:  RELATIVE STRENGTH Series

2016 Quarter 1 Review: RELATIVE STRENGTH Series

2016 Quarter 1 Review: RELATIVE STRENGTH Series Are we witnessing a similar setup to a 2008 market decline?  Or, have we seen another 2011 period, a market pause before a sustained move higher?  Convincing cases can be made for both scenarios, but by following a rules‐based system, we can avoid speculating as to which scenario we find ourselves.  As the […]

2016 Quarter 1 Review:  STRATEGIC Series

2016 Quarter 1 Review: STRATEGIC Series

2016 Quarter 1 Review: STRATEGIC Series The chief investment officer at the Vanguard Group recently noted on a radio show that investors generate an additional 1.5% in annualized returns “just by sticking with their plan.”   How easy is that, right?  All investors craft a plan they are comfortable following.  But, then something happens, and the plan goes amiss.  What is that […]

2016 Quarter 1 Review: Dividend Focus

2016 Quarter 1 Review: Dividend Focus

2016 Quarter 1 Review: Dividend Focus Description The Dividend Focus Portfolio is an income-opportunistic strategy comprised primarily of dividend-paying common stocks of Fortune 1000 companies that are: (1) leaders in their respective industries, (2) have a history of dividend stability and growth, and (3) have favorable credit metrics. In addition, the manager may utilize up […]

2016 Quarter 1 Review: Individual Taxable Bond Portfolio

2016 Quarter 1 Review: Individual Taxable Bond Portfolio

2016 Quarter 1 Review: Individual Taxable Bond Portfolio Description A taxable bond strategy that employs an active management discipline that seeks low volatility and enhanced risk-adjusted returns through duration positioning, sector allocation, and security selection. The portfolio is built around a long-term strategic allocation that typically includes investments in high quality, investment grade corporate notes/bonds, mortgage-backed […]

2016 Quarter 1 Review: Individual Tax-Exempt Bond Portfolio

2016 Quarter 1 Review: Individual Tax-Exempt Bond Portfolio

2016 Quarter 1 Review: Individual Tax-Exempt Bond Portfolio Description A tax-sensitive bond strategy that employs an active management discipline that seeks low volatility and enhanced risk-adjusted returns through duration positioning and security selection. The portfolio is built around a long-term strategic allocation that typically includes investments in high quality, investment grade municipal bonds and may […]

2016 Quarter 1 Review: Total Return ETF

2016 Quarter 1 Review: Total Return ETF

2016 Quarter 1 Review: Total Return ETF High-grade bonds had an unusually good quarter. Rising in the first six weeks of 2016 as the equity markets corrected sharply, they largely held onto those gains through the remainder of the quarter.  There are a few reasons for this. Click link to read more… NOTES-Total Return ETF_1Q2016

2016 Quarter 1 Review: MACRO Series

2016 Quarter 1 Review: MACRO Series

2016 Quarter 1 Review: MACRO Series The stock and bond markets are showing very different expectations about the future. U.S. stocks, down sharply during the first six weeks of 2016, have displayed confidence by staging a euphoric comeback to near all-time highs. Meanwhile, the bond market rallied during the quarter, indicating that worries remain about the […]