Tag Archives: asset allocation

Strategic vs. tactical investing, our approach

A growing theme in the investment professional literature revolves around the idea of strategic vs. tactical management of portfolios. Strategic assets, or even individual positions, are generally those that are included at the core of the investment mix regardless of … Continue reading

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Investor behavior is more important than investment performance

The research firm, Dalbar, studies the actual returns that average investors have earned compared to average market returns. The results rarely change. Investors, even if they attempt to diversify by spreading money across different global asset classes, poorly time their … Continue reading

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