The Statera Investment Team maintains a vigilant watch over the mutual fund and exchange traded fund (ETF) landscape to ensure that we may maintain what in our view are the most relevant and cost-effective investment exposures within our portfolios. In that tradition, the Team has identified a range of exposures that provide more attractive positioning, […]
On May 17, the S&P 500 Index dropped 1.82%. Day-after headlines were hardly subtle as breathless TV anchors whipped up anxiety like so much fresh cream. Compared to what’s proved a relatively tranquil year or so, the drop was noteworthy. But, while it might not have seemed such at the time, the day’s decline was […]
Experts agree: What tomorrow holds no one knows. Most experts, anyway. As we discussed last month, some folks appreciate more, some less, of the volatility that comes with an unknowable tomorrow. Still, market history has shown ways one can reduce the overall level of risk for a given level of return. A foundational tenet of […]
It did not take long for the post-election euphoria to wane. Ostensibly created by the expectations for growth-oriented legislative and regulatory shifts, investor enthusiasm was met with the reality that the outlook for investible markets remains a bit muddy. The world is not as safe as it has ever been, equity markets are not as […]
With investing come no guarantees. Nonetheless, a few reasonably sound principles so far have stood the test of time and form the core of our Investment Approach. The first element of our approach involves the mapping of combinations of broadly diversified global equity, fixed income and other exposures to specific risk-tolerance levels to formulate our […]
With changes in weather, we change our clothes. The more wide-ranging and unpredictable the patterns, the bigger our closets. So it goes with our investments. Markets never fail to press for change of fashion and function, as shifts from balmy rally to stormy correction can come swiftly. And our natural response to an abruptly changing […]
