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Market Snapshot

Your Needs - Investment Management PDF Print E-mail


Investment Management
  • What do you want to accomplish with your investment portfolio?

  • How important is this to you?

  • Do you have (or does your advisor have) a reliable early warning system to reveal when a given asset class moves from cyclical bull market status to cyclical bear market status, or vice versa?

  • What indicators do you (or your advisor) use for intermediate term trends?

  • Do you believe it is possible to have a reliable methodology to substantially avoid the worst of down markets while participating in up markets?

  • Which approach do you prefer? -- strategic (live with the bounces), tactical (move in and out of asset classes), or blend (a combination of strategic and tactical)

  • What is the basis for your preferred portfolio approach?

  • Would you welcome professional help to determine which portfolio approach makes sense for you?

  • Have you ever had a statistically valid measurement of your risk profile?

  • Are you familiar with the advantages of exchange traded funds?

  • Do you understand how combinations of different portfolio models can enhance your investment protection?

  • Do you recognize the benefits of working with investment professionals who also have financial planning expertise?