Sentences with phrase «planned tactical asset allocation»
A well planned tactical asset allocation allows you to be more aggressive when prices are low and more conservative when bargains are unavailable.
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This approach works well if you have a strong strategic asset allocation plan and you don't want to change that overall plan while you make your tactical moves.
With this approach, you leave the rest of your money on track in your long - term strategic asset allocation plan without having to worry about tax consequences or rebalancing effects from changing back and forth between your «core» investments and your tactical ideas.
Michael is available to speak on a wide range of topics pertaining to financial planning, including research on safe withdrawal rates and other retirement strategies, tactical asset allocation and other investment strategies, the use of insurance and annuity products, and income and estate tax planning strategies.