Below are our latest blog posts for the week of October 5th.  Click on the links below to view the full article.

The search for income is always an interesting investment dynamic. Those that stray too far out into high yield or esoteric securities tend to find themselves experiencing above-average volatility or non-correlated returns. Conversely, if you stay too conservative in duration or credit quality, your total return is likely to be measured in pennies rather than percentage points. The nexus of those two extremes is ultimately the sweet spot that will produce dependable income and steady returns.

Exchange-traded funds (ETFs) that track international markets started the year with tremendous promise that ultimately lost ground to a host of fundamental concerns. Despite the best efforts of the European Central Bank to stimulate economic growth through quantitative easing programs, both developed and emerging markets overseas have seen momentum vanish in 2015.

As we enter the fourth quarter, investors are fully engaged in trying to assess their performance and make any changes to accommodate the final three months of the year.

2015 has so far been underwhelming for the bulls who have become accustomed to double digit gains and low volatility.  Conversely, the bears have finally received a brief reprieve from the relentless monotony of higher prices and eye rolling that comes with betting against the trend.

Published on NASDAQ.com

In August, the broad-based SPDR S&P 500 ETF (SPY) entered a correction by declining more than 10% from its all-time high. This in turn triggered massive outflows from stock-related ETFs and mutual funds as investors sought shelter in the form of cash and bond equivalents.  Yet despite this concerning drop, several sectors of the market have been able to maintain their leadership positions and remain in positive territory for the year.

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

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