Changing Your Investment Strategy

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21 Lessons Advisors Learned in One Tough Year

If there's one dividend paid out by a devastating bear market, it's got to be in new lessons learned, old ones reaffirmed, or misconstrued lessons now fairly shattered. We asked Horsesmouth members to tell us what insights they've gleaned from the historic market break in 2008. Here are some highlights.

A Simple Guide to Better Returns With Tactical Asset Allocation

A good tactical asset allocation approach has few moving parts, is based on historical data, and will benefit clients by either extending their retirement portfolio or improving its value. In this particular model, all you have to do is decide—based on last year's market performance—whether to switch to a more aggressive or defensive stance. Here's how it works.

Strategy for Fighting Market Drops

Your clients pay you to invest their money. So how do you handicap a market like this? Should your clients' portfolios represent your thinking of where the markets are headed? Here's how one advisor tackles the issue of staying in the game and fighting to stay ahead.

How to Explain Your Investment Process and Impress Prospects and Clients

Choosing investments is both art and science. When you use an easy mnemonic to outline your selection process, you convey credibility, instill confidence, and relieve anxiety. By taking time to show you have analyzed and demystified the investment process, you demonstrate that you really do know what you're talking about. That's what investors want. Here's how to do it.