Highlights

Sheep
BLOG:
Returns Relative to Risk Hit 20-Year High in 2017—Investment Implications For 2018

Much attention has been given to the low level of S&P 500 volatility in 2017, with its annualized standard deviation of 6.7%, the lowest level since 1964. But what also stands out is that this low-risk environment has been accompanied by strong S&P 500 returns—21.8% in 2017.

READ MORE >
Solving the Income Dilemma
WHITE PAPER:
Solving the Income Dilemma: Periodic Payments While Reducing Interest Rate and Credit Risk

Investors are looking for liquid and transparent strategies that provide steady and high cash flows without taking on significant equity, credit or interest rate risk. Taking the view that equity returns will be within a specific range over the short term offers an alternate source from which to generate income.

READ MORE >
Income-With-Growth Solution
WHITE PAPER:
Income-With-Growth Solution: Converting Future Dividend Growth Into Current Income

The challenge faced by fixed income securities has left a gaping hole in the income portion of income-with-growth investment portfolios. Increasingly, investors are bridging that gap by turning to dividend paying stocks to deliver the level of current income they require. In this paper, we examine a unique index solution that seeks to generate current income from both dividends and the price appreciation of stocks.

READ MORE >

location

1765 Greensboro Station Place
Tower 1, 9th Floor
McLean, VA 22102
(855) 979-6060