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Market Environment
The post-election rally continued to have legs for the first two months of 2017 with both the S&P 500 index and the Dow Jones Industrial Average peaking on March 1, 2017 as hopes for the new Administration’s plans for tax reform, infrastructure spending, and reduced business regulation combined with strengthening economic fundamentals to drive the market. (more).

Market Oriented Core Strategy & Outlook
On our way to recovery! In the 4th quarter, 2016 commentary, we explained how the dramatic shift toward the Financial and Energy sectors negatively impacted our performance for calendar 2016. (more).

Worldwide Equity Strategy and Outlook
Our Worldwide Equity Strategy was up 4.8% for the 1st quarter of 2017, lagging the Global Equity benchmark return of 6.3%. Our Worldwide Balanced Strategy was up 3.6% in the quarter, slightly behind the Balanced Global benchmark return of 4.1%. (more).

Worldwide Equity Dividend Plus Strategy and Outlook
After earning a return of 15.4% for calendar 2016, substantially outperforming the Global Equity Benchmark’s return of 9.9%, our Worldwide Dividend Plus strategy earned a solid return of 4.9% for the 1st quarter of 2017, but lagging the Global Equity Benchmark return of 6.3%. (more).