2016 Quarter 2 Review:  RELATIVE STRENGTH Series

2016 Quarter 2 Review: RELATIVE STRENGTH Series

2016 Quarter 2 Review: RELATIVE STRENGTH Series While the biggest global event in the 2nd quarter was the British population voting to exit the European Union (“Brexit”), the biggest Relative Strength “event” was witnessing Commodities overtake all other asset classes for the #1 ranking, where it now sits.  This is the first time since October 2011 that Commodities has […]

2016 Quarter 2 Review:  STRATEGIC Series

2016 Quarter 2 Review: STRATEGIC Series

2016 Quarter 2 Review: STRATEGIC Series In the 2nd quarter, we witnessed another episode of unpredictable market theater.  After the U.K. populace voted to leave the European Union (“Brexit”), global financial markets saw swift and immediate downside.  The amount of speculation on both sides of the vote (Leave vs. Remain) leading up to the vote was enormous.  How this will ultimately affect both […]

2016 Quarter 2 Review: MACRO Series

2016 Quarter 2 Review: MACRO Series

2016 Quarter 2 Review: MACRO Series The rebound in stock prices that began near the end of the first quarter continued for much of the second quarter until the June 23rd Brexit (the British exit from the European Union) vote.    In the two trading days following the vote, stocks sold off swiftly, but then rallied back to close the […]

2016 Quarter 2 Review: Total Return ETF

2016 Quarter 2 Review: Total Return ETF

2016 Quarter 2 Review: Total Return ETF The rebound in stock prices that began near the end of the first quarter continued for much of the second quarter until the June 23rd Brexit (the British exit from the European Union) vote.    In the two trading days following the vote, stocks sold off swiftly, but then rallied back to close the quarter […]

2016 Quarter 2 Review: ETF Tax-Exempt Bond Portfolio

2016 Quarter 2 Review: ETF Tax-Exempt Bond Portfolio

2016 Quarter 2 Review: ETF Tax-Exempt Bond Portfolio The ETF Tax‐Exempt Bond strategy had strong performance during the second quarter of 2016 on both an absolute and relative basis.  Most of this outperformance was due to the long average duration for the strategy in a declining interest rate environment.    Click link to read more… NOTES_2016 2nd Quarter Review_ETF Tax Exempt […]

2016 Quarter 2 Review: Dividend Focus

2016 Quarter 2 Review: Dividend Focus

2016 Quarter 2 Review: Dividend Focus Description A separately‐managed account income‐opportunistic strategy that is primarily comprised of dividend‐paying, common stocks of Fortune 1000 companies that are leaders in their respective industries, have a history of dividend stability and growth, and have favorable credit metrics.    In addition, the manager may utilize up to 30% in non‐common equity securities and investment […]

2016 Quarter 2 Review: Individual Tax-Exempt Bond Portfolio

2016 Quarter 2 Review: Individual Tax-Exempt Bond Portfolio

2016 Quarter 2 Review: Individual Tax-Exempt Bond Portfolio Description A separately‐managed account bond strategy that employs an active management discipline that strives for 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 be supplemented with […]

2016 Quarter 2 Review: Individual Taxable Bond Portfolio

2016 Quarter 2 Review: Individual Taxable Bond Portfolio

2016 Quarter 2 Review: Individual Taxable Bond Portfolio Description A separately‐managed account bond strategy that employs an active management discipline which strives for 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 securities, federal agency […]