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Are You on Track?

Monday, November 23, 2015 | Leave a comment

Life Notes Financial Health article by Brent J. Welch, CFP®, ChFC, CRPS®, CLU, AIF® “Many Americans are also woefully unprepared for retirement. The Center for Retirement Research at Boston College’s analysis of 2010 data found that the median 401(k) and IRA account balance for households who are 55 to 64 years old was $120,000 –Continue Reading…

Estimated reading time: 9 minute(s)

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Tactical Asset Allocation

Monday, October 26, 2015 | Leave a comment

Life Notes Financial Health article by Brent J. Welch, CFP®, ChFC, CRPS®, CLU, AIF® Investopedia describes ‘Tactical Asset Allocation’ as “an active management portfolio strategy that rebalances the percentage of assets held in various categories in order to take advantage of market pricing anomalies or strong market sectors.” Another way to explain tactical investing isContinue Reading…

Estimated reading time: 7 minute(s)

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