2018 Quarter 1 Review: Relative Strength Series

2018 Quarter 1 Review: Relative Strength Series

2018 Quarter 1 Review: Relative Strength Series Commentary Despite some newfound market volatility, which caused the market to move considerably from day to day, there was no meaningful deterioration in the signals that we use to determine when to put the defense on the field. The signals indicated that we should maintain a maximum allocation […]

2018 Quarter 1 Review: Strategic Series

2018 Quarter 1 Review: Strategic Series

2018 Quarter 1 Review: Strategic Series Commentary Despite some newfound volatility, the market ended the quarter relatively unchanged. More conservatively allocated portfolios underperformed the more aggressively allocated ones. We executed one trade in the international equity space to take advantage of prevailing trends. We will continue to look for sectors and areas of the market […]

2018 Quarter 1 Review: Macro Series

2018 Quarter 1 Review: Macro Series

2018 Quarter 1 Review: Macro Series Commentary Depending on what news headline caught your attention—fear of inflation, rising bond yields, rich valuations, the potential for US Federal Reserve (Fed) policy mistakes, presidential cabinet turnover and protectionist trade policies in the United States, together with doubts surrounding the ability of technology companies to lead major indexes […]

2018 Quarter 1 Review: Dividend Focus Strategy

2018 Quarter 1 Review: Dividend Focus Strategy

2018 Quarter 1 Review: Dividend Focus Strategy Commentary Volatility returned to stock market in the first quarter of 2018. Depending on what news headline caught your attention—fear of inflation, rising bond yields, rich valuations, US Federal Reserve (Fed) policy concerns and other news items-investor sentiment shifted toward pessimism. The S&P 500 finished the quarter with […]

2018 Quarter 1 Review: Individual Taxable Bond Strategy

2018 Quarter 1 Review: Individual Taxable Bond Strategy

2018 Quarter 1 Review: Individual Taxable Bond Strategy Commentary Key US fixed income indexes declined during the quarter, as interest rates rose, credit spreads widened and bond yields hit four-year highs across the maturity spectrum. The US Federal Reserve (Fed) raised its benchmark interest rate to 1.50%-1.75% at the March Federal Open Market Committee (FOMC) […]

2018 Quarter 1 Review: Individual Tax-Exempt Bond Strategy

2018 Quarter 1 Review: Individual Tax-Exempt Bond Strategy

2018 Quarter 1 Review: Individual Tax-Exempt Portfolio Commentary Key US fixed income indexes declined during the quarter, as interest rates rose, credit spreads widened and bond yields hit four-year highs across the maturity spectrum. Municipal bonds followed the broader market, despite expectations for a positive start to the year, which were fueled by a lack […]

2018 Quarter 1 Review: Total Return ETF Strategy

2018 Quarter 1 Review: Total Return ETF Strategy

2018 Quarter 1 Review: Total Return ETF Strategy Commentary Depending on what news headline caught your attention—fear of inflation, rising bond yields, rich valuations, the potential for US Federal Reserve (Fed) policy mistakes, presidential cabinet turnover and protectionist trade policies in the United States, together with doubts surrounding the ability of technology companies to lead […]