Ben Graham, CRPC speaks to the point of what happened in 2008 in the stock market and traces this back to the now famous “Brinson” Study. Ben offers a his perspective on the debate between those that still cling to the ways of strategic asset allocation vs. a more unconstrained, tactical and dynamic approach to wealth management.

No strategy ensures profit or protects against loss. Tactical investing seeks to locate short term market opportunities and adjust portfolios accordingly.

Securities offered through LPL Financial, member FINRA/ SIPC. Investment advice offered through Independent Financial Partners, a registered investment advisor and separate entity from LPL Financial.

Duration : 0:3:18


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