Risk Managed Strategy Funds



Market Recap for Week Ended May 4:

May 7, 2018

  Momentum shift For the second week in a row, the major U.S. stock indexes fell early in the week, but later recovered. Overall, the Dow and the S&P 500 changed little during one of the busiest weeks of the quarterly earnings season; the NASDAQ gained more than 1%.   Achieving balance For the first […]


Sell In May and Go Away? LPL Digs In

May 4, 2018

One of the most popular investment sayings is about to take over the airwaves: “Sell in May and Go Away.” The reason for the concern is that the upcoming six months (from May until the end of October) has historically been the weakest six-month stretch of the year, as our LPL Chart of the Day […]


PGIM Shares Their View on Fixed Income’s Second Quarter Sector Outlook

May 3, 2018

A great article we wanted to share: https://www.pgim.com/pgim-investments/insights/investment-perspectives/fixed-income-second-quarter-sector-outlook-2018  


Bloomberg Gets Kevin’s Take on Financials

April 27, 2018

Read our correspondence with Bloomberg markets. https://www.bloomberg.com/news/articles/2018-04-26/this-wall-street-heavy-etf-is-seeing-trading-madness-etf-watch


A Growing Question: Passive vs. Active. Alliance Bernstein Weighs In

April 13, 2018

The active/passive debate has been raging for years, and both approaches have merit. But there’s more to the story than meets the eye. Investors who commit too much to passive—and not enough to active—could face mounting risks. No one disputes that passive investing plays an important role in many investors’ portfolios—especially over the past decade. […]


Market Recap for Week Ended April 6:

April 10, 2018

Earnings season optimism First-quarter earnings reports are scheduled to begin coming in this week, and analysts are expecting the strongest quarterly profit growth in eight years, in part due to the new tax law and its reduction of corporate rates. Earnings for companies in the S&P 500 are expected to rise an average of 18% […]


Wondering what’s happening in Short Term Rates?

April 5, 2018

Goldman Notes What’s Happening in Short-Term Rates: https://www.gsam.com/content/gsam/us/en/advisors/market-insights/gsam-connect/2018/faq-whats-happening-in-short-term-rates.html   FAQ: What’s Happening in Short-Term Rates Overview Short-term interest rate markets have attracted considerable attention in the bond market recently, primarily due to a sharp rise in the London Interbank Offered Rate (LIBOR) relative to a measure of overnight interest rates known as overnight index swaps […]