Region's McKnight: The market keeps forcing you to change your asset mix

Alan McKnight, chief investment officer at Regions Asset Management, says that with cash generating nothing, bond yields being paltry and interest rates and inflation on the rise, "it's not an easy market for allocators." McKnight says that his response for about the last six months -- despite heightened volatility and prospects for slower growth -- has been to overweight equities, tilted heavily towards domestic stocks, though he also sees developed international looking like more of an opportunity than emerging markets moving forward. Also on the show, Tom Lydon makes a top-rated municipal-bond fund his ETF of the Week pick, and, in the Market Call, Brent Wilsey of Wilsey Asset Management explains why he'd sell Apple shares -- despite liking the company and its products -- and the importance of properly valuing the businesses you are buying.