ARBOR WEALTH: Nate Silver’s Signal and Tactical Asset Management

Published: Thursday, June 27, 2013 at 04:32 PM.

Now, drastic market downtrends (like 2008) and volatility have replaced the “Dartboard Decade”, and many investors and investment advisors monitor and rebalance periodically.  Especially those investors who are nearing or in retirement.  The memory is still fresh for those who lost 37 percent (on average) of their portfolio value in the 2008 downturn.

Today’s markets are more complicated and chaotic, and many investors desire that their advisors adjust their holdings when conditions warrant, even if this means sometimes moving to cash and cash equivalents in times of extreme market turbulence.

 

Margaret R. McDowell, a syndicated economic columnist, chartered financial consultant and accredited investment fiduciary, is the founder of Arbor Wealth Management, LLC, (850-608-6121~www.arborwealth.net), a fee-only registered investment advisory firm located near Sandestin. 



1 2

Reader comments posted to this article may be published in our print edition. All rights reserved. This copyrighted material may not be re-published without permission. Links are encouraged.

COMMENTS
▲ Return to Top
 

Local Faves