Traditional strategic asset allocation is a high-risk business strategy for advisors, says Ken Solow, who’s built a firm managing more than $1 billion. As an alternative, advisors might want to consider tactically managing client portfolios.
At this webinar, you will hear about:
•why MPT is flawed in secular bear markets
•how to best use benchmarks in guiding client portfolio policy
•three building blocks in active portfolio management
•three methods for generating alpha
•business issues in implementing active management
Presenter Kenneth R. Solow, CFP®, CLU, ChFC is a founding partner and Chief Investment Officer at Pinnacle Advisory Group, Inc., a Registered Investment Advisor. His 2009 book, Buy and Hold is Dead (Again), marks a historic shift in how private wealth advisors view investment management. Solow has been published in The Journal of Financial Planning, Smart Money, The Baltimore Sun, The Globe and Mail, Financial Planning Magazine, and the Wall Street Transcript.
Note: This webinar is eligible for IMCA® credit towards CIMA®, CIMC®, and CPWA® accreditations.
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I appreciated the presentation topic. I did not get enough data to support his claim. Where's the proof? I do, however, appreciate the time Ken took to share with us.
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As a died in the wool (DFA) passive advisor - I find the webinar interesting but absolutely NOT compelling. I used to think - like most advisors still think that someone out there smart enough can "consistently" do what he says he thinks he can. I think the l/t evidence suggests otherwise. I think this will end up confusing some advisors (and their clients) again that there really are humans who can do this. This is crystal ball stuff - even under the guise of it based on rational and consistent preceps.
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
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-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
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-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.