No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
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.
There is a lot of alpha in momentum and mean reversion, but capitalizing on it is difficult. It takes some contrarian thinking, technical analysis, and a willingness to continually manage your asset allocation.
Investment performance matters. It matters to the money managers. It matters to your firm. And, despite conventional wisdom, it matters to your clients. If you really want to grow your business, improve your performance by 1%.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025