Monthly Archives: May 2018

Navigating the Choppy Waters of the Bond Markets

Bond investors have been challenged thus far in 2018. As of the end of April, according to Morningstar, 90% of municipal bond funds and 73% of taxable bond funds were under water for the year. This might not come as a total surprise, as the Fed has raised interest rates 4 times since March of [...]

Navigating the Choppy Waters of the Bond Markets2018-05-30T17:43:04+00:00

Market Environment Chart

The Market Environment Chart illustrates a filter used in the Enhanced Allocation and the Enhanced Allocation - Sector portfolios to determine the overall strength of the market. The “market environment filter” is designed to allocate Enhanced Allocation portfolios to defensive positions during unfavorable market periods. The primary component of the indicator is the 100-day moving average, a popular [...]

Market Environment Chart2018-05-30T11:33:21+00:00
Skip to toolbar