If you have been an investor for at least 10 years and you have a buy and hold investment portfolio, now may be the time to get tactical. The United States stock and high yield bond markets have completely rebounded from their major downturns of the early and late 2000’s and are now at all time highs. It is easy to get complacent when market performance is good, but it’s important to have a long term plan to preserve your portfolio in the event of a major downward trend in the markets again.
Not having a plan means possibly waiting 5-7 years for the markets to rebound to a break even point if history repeats itself. A plan to help avoid this is to use a tactical strategy with your investments. Our tactical portfolio strategies respond to trends in market conditions and may go to 100% cash at any time. We partner with institutional asset managers to build portfolio choices that fit your investment objectives: conservative, balanced, growth or aggressive growth.
No one wants their portfolio to experience another downturn like 2008. Contact us to find out how to implement a long term tactical strategy for your portfolio while the markets are performing well and help preserve your gains.
*Investing involves risk, including the potential loss of principal. No strategy or product can assure success or protects against loss.