... millions of portfolio every year! Pretend each lane of the freeway represents an asset class. (ex: Large Caps, Small Caps, International, and Bonds) On any given year one “lane” (or asset class) will lead ...

...  for now please take a peek at the merits of Tactical Asset Allocation. Investors and their advisors have one ultimate goal–to achieve acceptable risk-adjusted returns. The term risk-adjusted co ...

... exposure to indexes/benchmarks among specific asset classes. Each asset class is then weighted specifically to what your risk tolerance, growth or income needs are. Macro Economic Cycles With global ...

... models designed around your specific risk tolerance and goals (no “buy & forget” or boilerplate solutions) Investment and risk management decisions driven by strategic and tactical asset allocation with ...

... down and assign each of the four “regions” with an asset class and then pick teams (companies) that we think have the best chance at doing well relative to others. This year we will dive right into our ...

... in different circumstances.   A will allows you to state how your assets will be distributed and appoint an individual/entity (called an “executor”) to administer your assets. A will is only effective ...

... assets” (like stocks) and find safety elsewhere (cash or bonds). The reality of trying to time the market after horrible and “shock” type events is that the downside is typically very short-lived. Even ...

... we had to buy both asset classes due to the amount of dividends the portfolio received as well as the sideways nature of the market in June. On the first trading day of the new month we bought equities ...

... your portfolio accordingly. Back to what we alluded to earlier in this article, US stocks are primed for weakness relative to other asset classes. Specifically we believe Europe offers better valuations ...

... ck here to read) REITs have been the best performing asset class for decades yet most portfolios are void of it! REITs have beat the stock market over the past 30 years, shouldn’t you have some exposu ...

... al Estate Investment Trusts). REITs had been the hottest asset class in 2014 and trounced the stock market. They finally turned south and are now down -0.99% YTD versus the S&P which is up +2.77%. This rec ...

... be made but your shopping list needs to be ready for action, not reaction. We addeda bit to Mid Cap since we were a bit light in that asset class and it continues to perform amidst a lot of negative ...

... Fixed Income or Bonds. Most investors spend a minimal amount of time with this portion of their asset allocation. It is often the textbook definition of a ‘buy and hold’ approach and why shouldn’t it ...

... tournament have to do with managing your portfolio or the investment world in general? At first glance there might not be much but we thought we would have a little fun and couple it with some asset allocation ...

... mix of investments it allows us to share adjustments one can make to illustrate our thoughts. We trimmed a bit from two U.S. equity asset classes and added to ETFs in diversified international and emerging ...

... in assets. According to the research group Corporate Insight, they posted over 36% in asset growth in just four months last year (April to July). The growth of these firms has been impressive but should ...

... own. That being said, sometimes there are reasons to sell a stock even if none of the above mentioned criteria are met. Aside from liquidity needs or broader asset allocation driven decisions, there are ...

... your other “mainstream” investments? We believe it’s actually the perfect opportunity to learn why currency exposure should make up part of your overall asset allocation. Most people, including experienced ...

... futures a few years ago. Once that asset class underperformed relative to the stock market they lost faith in it and cut bait. Isn’t that the opposite of what you’re supposed to do? Over the past 12 months ...

... 500 is solidly back in double digit return territory at +13.13% but the International index we track is still negative at -1.13%. Emerging markets, on the other hand are +4.95% YTD. The leading asset class ...