Introducing Tactical Allocation to Your Investment Strategy

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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.

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Downward-trending markets mean you have a tough job ahead of you. Your clients expect you to hold on to their capital and make them a little money where you can. Buy-and-hold won't help you much. Demonstrate to clients that you can manage these kinds of markets by adding some elements of active management.

Chart: Dangers of Market Timing

It's tempting to think that a little market timing could insulate your clients from negative markets. But in reality, you could be exposing your clients to non-recoverable losses.

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