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    Investment Insight: Rochdale Emerging Markets Fund
    February 6, 2012
    Anindya Chatterjee, Senior Portfolio Manager of the Rochdale Emerging Markets Fund, provides further insight into this new Asia-focused fund and how it offers a different kind of investment opportunity, which allows investors to achieve diversification beyond traditional investment....
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    Investment Insight: Economic Outlook and Portfolio Strategy
    May 2011
    “Keep it Simple and Stay Focused” continues to be the theme for 2011. The media tends to create uncertainty as it relates to the U.S. and global economy, but the positive factors...
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    Investment Insight: Constructing an Efficient Portfolio in an Evolving Environment
    March 2011
    Despite some areas for concern, such as debt levels, inflation, oil, and Japan, we are still in a sustained U.S. and global economic recovery environment.
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    Investment Insight: High Dividend and Income Equities: The Effects in an Expanding Economy
    February 2011
    We are looking forward to a more stable economic environment therefore the High Dividend and Income strategy will have continued emphasis on the stability and growth of the dividend.
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    Investment Insight: Mid-Year Market and Economic Outlook
    August 2010
    The "Four Ds"; debit, deficit, deleveraging, and disposable income, will be the framework that we view the U.S. economy and growth and the risk of a double-dip recession…
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    Investment Insight: High Dividend and Income Equities: Strategies for an Uncertain Tax Environment
    May 2010
    There is tax uncertainty in the market, given the expiration of the Bush Tax Cuts at the end of 2010. Congress is likely to revise tax rates this year prior to the November elections. It is not likely that the Bush Tax Cuts…
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    Greece and the US/Global Stock Markets
    May 2010
    Rochdale Investment Management Economic Update - Greece and the US/Global Stock Markets
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    Investment Insight: Are China Fears Justified?
    March 2010
    Chinese Economic Growth to Moderate, but Remain Strong; Chinese Housing Market; No Bubble; Systemic Risk in Chinese Banking System is Extremely Low; Chinese Stock Market
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    Investment Insight: High Dividend and Income Equities: Uncovering Opportunities and Enhancing Returns
    February 2010
    Overall, for the full year of 2009, the High Dividend and Income strategy held up well after rebounding from a very difficult first quarter; Going forward, we feel that as the economy continues to slowly but steadily recover…
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    Investment Insight: 2010 Market and Economic Outlook: Restructuring and Recovering in the Wake of the Great Recession
    January 2010
    For 2010 we're giving a 75% chance of positive growth for all four quarters. We're also giving a 15% to 20% chance for a double-dip recession and the implications for that will not be known until the monetary and fiscal stimulus...
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    Investment Insight: Offshore Investment Management: Asset Protection and Risk Management for High Net Worth Clients
    November 2009
    Prior to the new regulation, people heard the term offshore and thought about money laundering or the movie “The Firm.” Now, people assume this business is not tax...
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    Investment Insight: The Current State of International Investing: Seeking Opportunities Amidst a Worldwide Economic Slowdown
    September 2009
    The U.S. and Europe remain key trading partners for emerging markets and we have seen an increase in the flow of goods and services between emerging markets themselves.
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    Investment Insight: The Beginning of the End to the Great Recession: Handling Client Emotions & Instilling Investor Confidence
    August 2009
    The reactions and emotions of clients really ran the spectrum for us; we saw every different type of behavior. All of the classical behavioral investor concepts and theoretical constructs came into play because it was an incredibly stressful time. We used a probability matrix to understand…
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    Investment Insight: Integrating Wealth Management to a CPA Practice
    June 2009
    The right partners can help you gain expertise and leverage your time. Rochdale’s portfolio managers help CPAs succeed by providing customized portfolio solutions and being...
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    Investment Insight: Opportunities in Fixed Income
    May 2009
    There are attractive investment opportunities in fixed income securities, especially in corporate bonds and high yield fixed income securities...
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    Investment Insight: Generating Income in a Low Yield Environment: Dividend Safety During a Recessionary Period
    February 2009
    The equity and fixed income markets went through a watershed year in 2008; so far this year is mostly a continuation of that heightened volatility and negative...
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    Investment Insight: 2008 Mid-Year Market and Economic Outlook
    July 2008
    The recession began in the first quarter of 2008 and though it should not be severe in depth, it will likely be longer than average in duration given the confluence of negative...
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    Investment Insight: Integrating Wealth Management to a CPA Practice
    June 2008
    Investment advisory services can deepen relationships with and deliver value to clients, and the rate at which you're able to grow the financial services side of the practice...
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    Investment Insight: High Dividend and Income Strategy Update
    April 2008
    With very high levels of market volatility in the recent months, dividend stocks are still a favorable long-term investment strategy...
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    Investment Insight: Market Outlook and Portfolio Risk Management in a Recessionary Environment
    April 2008
    The credit crisis is reducing the power of the Fed’s interest rate cuts, so it may take several months to take effect. We believe we are at the intermission of the recession...
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    Investment Insight: Keys to Success in International Investing
    March 2008
    The main benefit of investing internationally is the potential for higher returns. Foreign equities beat U.S. equities seven out of the past ten years, with an annual...
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    Investment Insight: High Dividend and Income Equity Strategies in a Challenging Market
    February 2008
    High dividend equities remain an important part of an investor’s core portfolio, as the recurring dividend contributes significantly to total return and minimizes...
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    Investment Insight: 2008 Market and Economic Outlook: Weathering the Storm
    January 2008
    We now see a recession in 2008 as more likely to occur than not, although we believe it will be moderate and short-lived. The severity and length of this downturn rests...
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    Investment Insight: Large Cap Opportunities in a Slowing Economy
    November 2007
    Leading economic indicators are now pointing to a broad-based slowdown ahead. We expect subtrend GDP growth and low single-digit corporate profit growth for 2008.
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    Investment Insight: Seeking Stability in an Uncertain Market: The Benefits of High Dividend Equities
    October 2007
    Rate cuts can be a powerful stimulus to the economy and to high dividend stocks specifically. We expect more cuts from the Fed going forward as the fallout from the subprime mortgage crisis continues.
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    Investment Insight: Credit Markets: A Crisis of Confidence
    September 2007
    Investors have gone from the mentality of “I do not care how risky it is, I am going to buy it,” to not buying anything that is not 100% secure. Whenever we see any kind of dislocation where the provision of credit is threatened, it can have serious economic implications.
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    Investment Insight: 2007 Mid-Year Market and Economic Outlook
    July 2007
    In looking at the consumer, we are concerned that housing is very weak, but we see enough other positives that outweigh the housing concern. Job growth and wages will...
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    Investment Insight: Avoiding the Wrap Trap: Add Value with Personalized Separate Account Management
    June 2007
    Designed for wealthier investors beyond mutual funds, separately managed wrap accounts offer the promise of holdings transparency, tax control, and ability to place restrictions; however, due to the program structure, these benefits usually are not fully realized.
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    Investment Insight: Proactive Protection: Understanding Offshore Strategies for High Net Worth Clients
    April 2007
    A legitimate offshore strategy is fully tax-compliant and fully disclosed. Offshore strategies help a client achieve asset class, currency, geographic, and jurisdictional diversification...
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    Investment Insight: Opportunities in International Investing
    March 2007
    Country allocation drives returns as a stock’s performance is approximately 70%-80% determined by the domicile country. Our country focus continues to outperform our peers over medium to long-term horizons.
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    Investment Insight: Digging for Dividends
    February 2007
    After outstanding performance in 2006, opportunities still exist to build a good portfolio of high dividend equities, and we are capturing some gains and moving proceeds into...
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    Investment Insight: 2007 Market and Economic Outlook
    January 2007
    We expect the economy to have a good year with GDP growth of 2.5% – 2.75%, finishing stronger after a slow start; declines in the housing market not likely spilling over into the broader economy; We look for S&P 500 returns of around…
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    Investment Insight: What is the Outlook for Fixed Income?
    October 2006
    Overall as an asset class, we are looking at around 5% or 6% for Fixed Income, and we do not expect a return to normal of the 8% or 9% anytime soon....
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    Investment Insight: Handling Concentrated Wealth
    August 2006
    Significant research demonstrates that holding a single stock presents investors with an unfavorable risk/return profile, as volatility damages returns and there is significant downside risk. Over time, the potential for...
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    Investment Insight: Where Are We Now: 2006 Mid-Year Economic Outlook
    July 2006
    We expect the economy to moderate during the second half of the year, which is a normal reduction in the rate of aggregate growth in the economy given where we are in the economic cycle...
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    Investment Insight: Customized Solutions for High Net Worth Clients
    April 2006
    When evaluating a portfolio it is essential to understand the investment objectives of the investor as well as their life cycle phase (such as wealth accumulation vs. wealth maintenance)...
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    Investment Insight: 2006 Market and Economic Outlook
    January 2006
    GDP growth will average 3.4% for 2006 but trend downward throughout the year, as the consumer, whose spending represents about 80% of economic activity, feels pressure...

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