Below are our latest blog posts for the week of December 1st.  Click on the links below to view the full article.

During the past several months, many high yielding sectors of the closed-end fund marketplace have underperformed investors’ expectations.  This is especially prescient in light of the broad equity market’s push to new all-time highs following the October volatility. Wide spread selling pressure has been cropping up in nearly all credit heavy and commodity related funds, which begs the question: opportunity or falling knife?

The race to declare dominance over a particular segment of the market is one that fund companies dream about. They work hard to conjugate unique strategies that stand above plain vanilla indexes in the hopes that their secret sauce adds a measure of value. While this year found many fundamental or “smart beta” ETFs at parity with their passive benchmarks, there were some select ETFs that were worth the added layer of sophistication.

Published on SeeitMarket.com

The bond market this year has been characterized by the strength of quality holdings in the mortgage, treasury, municipal, and investment-grade corporate sectors. The combination of falling interest rates and desire for high grade assets to offset equity or other risk positions has been a tailwind for many aspects of the bond market.

Published on NASDAQ.com

The final month of the year is upon us and many ETF investors are likely considering making changes to their holdings as a result of annual rebalancing, required minimum distributions, or a change in their investment profile. These rituals can be an important step in ensuring you stay within your asset allocation targets and give you the ability to objectively analyze your underlying positions to see if any strategic changes should be made.

P.S. Did you know our core actively managed ETF portfolio minimums start at just $100,000?

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