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A Fresh Look at Cash Management

  Significant changes are about to occur this October in the mundane business of cash management. Cash management, you say, what’s that! Interest rates are zero or thereabouts, right? Well, yes, but several developments are having an impact on short term yields of some investment vehicles. First of all, the Fed did actually raise rates […]

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Dry River Bed

Bond Market Liquidity Concerns

    Click on “send” and you will soon own something. The ease and speed of communicating transactional information has reached a level where many do not give a second thought as to the other side of that transaction. The world is my oyster. In today’s bond market many observers are beginning to comment on […]

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Senior Living Investment Database

              We have been building a database on senior living investment portfolios, and as investment consultants, we wanted to share some of that information with you. We started by looking at the largest senior living multi-site organizations. Some of these organizations have spread their tentacles into several geographic locations and […]

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StateStat Roundtable on Jobs,Education,Skills,and Transportation

A Word on Investment Committees

                  A Word on Investment Committees We were recently asked by a client to make a presentation on Investment Committee Development. In addition to our own invaluable experience with investment committees, we found several interesting research sources for our presentation. One source was a Trustee Primer produced […]

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Jim Jeffery Joins Solaris Advisors, LLC

            We are pleased to announce that Jim Jeffery, the founding and principal partner of Jeffery Asset Management has joined Solaris Advisors LLC to lead their team serving non-profit clients, particularly in the Senior Living sector. Jim brings to Solaris Advisors his 20 + years of experience and expertise in […]

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Coming In Hot - 1

Are Bonds Sure-Fire Losers?

Are Bonds Sure-Fire Losers? Everyone today seems to be an expert on the bond market. Typical viewpoints include; “Interest Rates have nowhere to go but up!” “When Interest Rates Go Up Bond Investors Lose Money!” “Bond Investors are in for a Rude Awakening!”   That last one is especially sweet. Do you mean there is […]

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Jeff Rowley Big Wave Surfer 2012 Finalist Billabong XXL Big Wave Awards Ride of Year by Minnie Vuong Xvolution Media

Stable Disequilibrium

Stable Disequilibrium   The people at PIMCO are at it once again, attempting to coin a phrase. In the wake of the financial crisis in 2008, Mohammed El-Erian & Co. gathered  at their annual “Secular Forum” to discuss the state of the world in the context of asset allocation and broke huddle with a view […]

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What Happened to Active Management?

What Happened to Active Management? There is a long running argument between proponents of active management and those who favor  a no-frills, low cost indexed approach. The case for indexing is, in part, that the average manager does not beat the benchmark. The somewhat obvious reply is that there are thousands of active managers and […]

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We Still Work

Look What’s in the Toolbox…Talking Liquid Alternatives

Look what’s in the Toolbox….Talking about Liquid Alternatives With the stock market recently reaching new highs, varying explanations abound. One explanation that is hard to ignore is that the Fed’s zero interest rate policy has held bond yields below the true rate of inflation and consequently is forcing investors to take more risk to make […]

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risk parity

Risk Parity; Another Look at Asset Allocation

Risk Parity; Another Look at Asset Allocation The last 3 years of sizzling domestic equity returns and solid bond total returns have left many purveyors of alternative strategies scratching their heads, as their sophisticated approaches have largely fallen short. Following the extreme volatility of the internet bust of 2000-2002 and then the financial crisis of […]

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