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What is the Best Approach to Tactical?

February 27, 2015
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Tactical Asset Allocation (TAA) is not a one size fits all, there are a lot of ways to implement a tactical strategy—-relative strength, momentum, trend following, sector rotation, fundamentals, valuation, etc.   Practitioners of TAA will often argue that their way is better than others for whatever […]

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Smart Beta Starting to Extend to Bonds

February 24, 2015
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BlackRock is launching a new ETF on Thursday that is sort of a smart beta approach to bonds.  The ETF will use a mathematical model to try to have equal exposure to interest rate and credit risk.  You could argue that this is technically not smart […]

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How To Top Money Market Yields

February 21, 2015
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I have seen a bunch of stories in the media this week (I was quoted in a couple) talking about how investors should deal with low money market yields.  The advice was as to be expected—-go into ultra short term bond funds and/or ETFs. &nbsp […]

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Tactical Asset Allocation And a Positive Investor Experience

February 18, 2015
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When doing any type of analysis it is always easier if your variables are static.  However, in real life most things are rarely static.  Take traditional risk tolerance and suitability for example.   In a buy and hold, asset allocation world a client would walk into […]

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