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One important skill we try to teach financial advisors is how to do forward looking due diligence on money managers and investment strategies.  Backward looking due diligence looks at what a manager or strategy did in the past and assumes, usually wrongly, that past performance will persist.  It is the path of least resistance as […]

In traditional asset allocation the goal is not to find the “best” asset class, it is to find the best combination of asset classes that gives the client the best chance of achieving the desired result.  Each asset class, be it large cap growth, value, small cap, etc, goes through periods where it appears to […]

Nobody can predict the markets but it is useful to look at a number of different possible scenarios to make sure you are prepared when/if it happens.  This recent decline in the market has brought about a possible scenario involving an abbreviated bear market.  We have had three bear markets in history that haven’t really […]

We are pleased that TUTT has been announced as a finalist for best new asset allocation ETF in 2015 by ETF.com.  You can read the announcement Here

http://www.forbes.com/sites/adamsarhan/2016/01/15/how-to-protect-yourself-from-the-coming-bear-market-on-wall-street/#6e8b506b453475b3a6b74534

The Holy Grail of investment management is to try to create an investment strategy that can generate returns in any market environment.  Markets either move up, down, or sideways.  It is not hard to devise a method to profit in one of those environments, being able to profit in all three is quite difficult.  This […]

I have been writing a lot lately about the new market environment and its implications for Tactical Asset Allocation.  Now that it looks like we are back in a market correction this article will go into more detail about how to handle these types of moves. In the past any type of tactical methodology could […]

Tactical methodologies generally fall into one of three categories—trend following, counter trend following, or fundamentally based.  In a Trend Aggregation approach no one methodology is better than the other, each has markets it works well in and markets it doesn’t, and a diversified tactical portfolio should have dynamic exposure to all three.  However, counter trend […]