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Event 

Category:
Financial Advisor Webinar Series
Title:
Tactical Asset Allocation In Today's Market
Presenter:
Kenneth Solow
Rick Vollaro
Company:
Pinnacle Advisory Group
When:
March 5, 2010  4:00 PM EST
Slides:
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CE Credit:
Yes
Event rating:
User rating
 
4.2 (125)

Description

The 2008 market debacle exposed the pitfalls of buy-and-hold investing. For advisors, tactical asset allocation provides a way to reduce portfolio risk when markets are expensive.

At this webinar, you’ll learn:

  • how to determine when markets are overpriced
  • why active management is crucial in a secular bear market
  • how to develop your own investment forecast
  • how to implement tactical asset allocation in a broadly diversified portfolio
  • the current outlook for 2010 and how to position portfolios

Speaker Kenneth R. Solow, CFP®, author of “Buy and Hold is Dead (Again),” is a founding partner and chief investment officer of Pinnacle Advisory Group, an RIA that serves more than 600 families and manages about $750 million. Solow, along with Pinnacle portfolio manager Rick Vollaro, will discuss active management.

 



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Average user rating from: 125 user(s)

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Rating:
 
4.2
 
 

0 of 0 people found the following review helpful
great presentation, loved the slides, very interesting
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5.0
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Vestpointe Reviewed by Vestpointe
March 05, 2010
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Last updated: March 05, 2010
 

0 of 0 people found the following review helpful
It was a great presentation.
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4.0
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kevins(41 Reviewed by kevins(41
March 05, 2010
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Last updated: March 05, 2010
 

0 of 0 people found the following review helpful
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5.0
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susanc805 Reviewed by susanc805
March 05, 2010

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Last updated: March 05, 2010
 

0 of 0 people found the following review helpful
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salvatoreg423 Reviewed by salvatoreg423
March 05, 2010
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Last updated: March 05, 2010
 

0 of 0 people found the following review helpful
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4.0
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ajayk609 Reviewed by ajayk609
March 05, 2010
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Last updated: March 05, 2010
 
 
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