We hosted Brad Kotler of SSGA to discuss the mechanics underlying fixed income ETFs. As the AUM within these ETF’s now is over $1 trillion, more people are concerned about their impact on the credit markets. We discuss how ETFs are created and redeemed and the role they play within the changing fixed income market.Read More

Regime Based Investing is the next generation of modern money management, leveraging an increased understanding of market psychology and investor behavior.  This paper describes the idea and various implementation methods used to protect capital from times of market duress without sacrificing upside participation.Read More

There comes a time when it is important to step back and take a deeper look at the fundamentals of a company or industry rather than just bask in the glow of its historical stock performance.  For Utilities, now is that time.  With the XLU nearing all time highs, holding near a 4% dividend yield,...Read More