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The Current Market Environment and Implications for Tactical Asset Allocation

November 20, 2015
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The past two years have been difficult ones for tactical asset allocation (TAA).  The continual V shaped corrections and a lack of trend in any asset class has caused TAA strategies to lag the US market.  On the plus side, TAA strategies have outperformed global asset […]

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Using Reblance Date Diversification to Reduce Rebalancing Risk

November 16, 2015
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Tactical methodologies have a number of different factors which influence their results.  Making a small change to any factor can drastically change the results of the methodology.  For example, most trend following methodologies have a lookback period and a rebalancing frequency.  The […]

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Tactical Duration

November 5, 2015
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Investors are aware of the term duration as applied to bonds.  Duration is the measure of how sensitive a bond will be to moves in interest rates.  Typically, the longer term the bond is, the more sensitive to changes in rates.  Shorter term bonds are […]

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Beware Tactical Asset Allocation?

September 15, 2015
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ETF.com recently posted an article entitledBeware Tactical Asset AllocationThe article brought up a couple of great points:1. Tactical Asset Allocation (TAA) is really just market timing2. Very few TAA funds as measured by Morningstar beat the benchmark of a balanced fund (60% Stocks/40% Bonds)Market […]

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