A Simple Guide to Better Returns With Tactical Asset Allocation

Feb 5, 2009 / By Jim Otar, CFP
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A good tactical asset allocation approach has few moving parts, is based on historical data, and will benefit clients by either extending their retirement portfolio or improving its value. In this particular model, all you have to do is decide—based on last year's market performance—whether to switch to a more aggressive or defensive stance. Here's how it works.

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