Below are our latest blog posts for the week of June 29th.  Click on the links below to view the full article.

The S&P 500 Index was nearly unchanged in the first half of 2015, yet the divergences in underlying sectors told a very different tale. The tepid return in the major averages was generated by weakening in interest rate sensitive areas and continued strength in high growth leadership categories. This tug-of-war style market has created a relative valuation chasm between several important sectors that warrants close attention.

This week, we presented our quarterly update on the markets that included a full recap of the first half of 2015 and investment ideas to implement moving forward.  We want to thank everyone that joined us on the live call and make the recording of this presentation available to listen at your convenience.

Simply click here to download the handout and start the audio component of this event.

Published on NASDAQ.com

Master limited partnerships (or MLPs) have long been favored by income investors for their high yields and non-correlated returns. Most MLPs operate a toll-road style infrastructure of pipelines, storage facilities, and transport for the oil and gas industry. Because of their specific legal structure, they are able to return a high portion of their earnings to shareholders in the form of dividends.

The choppy gyrations of the equity and fixed income markets have caused a bit of a ruckus for closed-end fund investors during the first half of 2015.  Driven primarily by shaky retail investors, the schizophrenic-like persona of many popular CEFs have created opportunities for investors with spare capital seeking high income.

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

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