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The best way to save clients from themselves is to put it in writing, preferably through an investment policy statement that explains what's in the portfolio and why.
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.
Will clients keeping paying you to lose money in the market? Maybe it's time to augment your investment approach with some simple technical analysis. Clients will see it as proof that you are actively monitoring their wealth.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
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May 19–20, 2025