(Video) Tactical Investing Systems For Turbulent Times & Markets

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Below is a video of my webinar last year with XYPN on how to build a defendable, evidence-based tactical asset allocation process within the framework of a long-term oriented financial planning practice. This webinar was for other financial planners trying to improve their own investment processes, but I thought clients and other folks would be interested in seeing me get into the weeds with research, data, and systems.

I emphasis this many times during the webinar, but tactical asset allocation should be “icing on the cake” of a long-term oriented investment portfolio. I always joke that investing is usually boring, but there are times when making small tweaks to a portfolio can potentially help improve returns or lower risk.

Video below. Enjoy!

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