2018 Quarter 2 Review: Relative Strength Series

2018 Quarter 2 Review: Relative Strength Series

2018 Quarter 2 Review: Relative Strength Series Commentary When you look at a fund’s returns, the numbers assume that investors bought it at the beginning of a period and held it until the end. That’s usually not the case. Investors, often driven by emotions, tend to make unsound investment decisions, such as pulling out of […]

2018 Quarter 2 Review: Strategic Series

2018 Quarter 2 Review: Strategic Series

2018 Quarter 2 Review: Strategic Series Commentary When you look at a fund’s returns, the numbers assume that investors bought it at the beginning of a period and held it until the end. That’s usually not the case. Investors, often driven by emotions, tend to make unsound investment decisions, such as pulling out of a […]

2018 Quarter 2 Review: Macro Series

2018 Quarter 2 Review: Macro Series

2018 Quarter 2 Review: Macro Series Commentary Despite continued day-to-day volatility, US stocks posted positive returns in the second quarter, buoyed by a stronger US dollar and a rosy outlook for US economic growth. The S&P 500 and other broad US indices advanced for the three-month period, extending the current multi-year bull market. Concerns revolving […]

2018 Quarter 2 Review: Dividend Focus Strategy

2018 Quarter 2 Review: Dividend Focus Strategy

2018 Quarter 2 Review: Dividend Focus Strategy Commentary Despite continued day-to-day volatility, US stocks posted positive returns in the second quarter, buoyed by a stronger US dollar and a rosy outlook for US economic growth. The S&P 500 and other broad US indices advanced for the three-month period, extending the current multi-year bull market. Concerns […]

2018 Quarter 2 Review: Individual Taxable Bond Strategy

2018 Quarter 2 Review: Individual Taxable Bond Strategy

2018 Quarter 2 Review: Individual Taxable Bond Strategy Commentary Most US fixed income indexes recorded flat to marginally positive returns during the quarter as yields broadly rose and the yield curve continued to flatten. Shorter-maturity yields rose more than their longer-maturity peers. The US Federal Reserve (Fed) raised its benchmark interest rate to 1.75%-2.00% at […]

2018 Quarter 2 Review: Individual Tax-Exempt Bond Strategy

2018 Quarter 2 Review: Individual Tax-Exempt Bond Strategy

2018 Quarter 2 Review: Individual Tax-Exempt Bond Strategy Commentary Municipal bonds outperformed all US traditional fixed income asset classes during the quarter, as most key fixed income indexes recorded flat to marginally positive returns. The municipal bond market continued to benefit from elevated demand and limited supply, which caused municipal rates to remain depressed relative […]

2018 Quarter 2 Review: Total Return ETF Strategy

2018 Quarter 2 Review: Total Return ETF Strategy

2018 Quarter 2 Review: Total Return ETF Strategy Commentary Despite continued day-to-day volatility, US stocks posted positive returns in the second quarter, buoyed by a stronger US dollar and a rosy outlook for US economic growth. The S&P 500 and other broad US indices advanced for the three-month period, extending the current multi-year bull market. […]