Below are our latest blog posts for the week of December 15th.  Click on the links below to view the full article.

2014 kept things interesting in the markets and introduced new dynamics no one would have even contemplated coming into the year.  Through it all we have done our best to highlight areas of the investment landscape that we feel would add value to our readers.  Our goal is to help educate and empower you with knowledge to make prudent portfolio management decisions.

Investors managing their money through retirement often have different needs than during their growth and accumulation years. Often times they are more focused on income and capital preservation rather than taking the risk of seeing their hard earned capital evaporate. With that goal in mind, building out a diversified portfolio using both core and strategic positions can enhance your dividend yield and provide a strong base for steady returns.

Published on NASDAQ.com

The global equity landscape is at an interesting crossroads as we make our way into 2015, with many individual countries and sectors showing marked divergences. The drop in commodity prices this year has been the obvious factor in widening the gap between the strongest and weakest names around the world.

It’s been an amazing comeback year for the fixed-income markets following the interest rate volatility in 2013, especially in light of the sentiment statistics at the time calling for a steady rise for interest rates into 2015. As a result, I doubt that many investors would have thought we would breach the psychologically significant 2% mark on the 10-year Treasury note in 2014.

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

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