Can you be honest with yourself? Seriously…completely honest? OK, then please answer this question:
When was the last time you reviewed your portfolios and rebalanced them back to the asset allocation outlined in your financial plan?

Most investment professionals would agree that stock market price movement in the 0-5% range is just ordinary market movement or statistical “noise.”

Trend following can be a good alternative to the “Buy and Hold” phenomenon that is currently being shown to investors. Many in the financial services industry will tell you that over the long term, Buy and Hold investing will provide you with index-like returns and can beat most active managers.

Do you own or use mutual funds, passive ETFs or strategic SMA managers? If so, in all likelihood, you are paying full fees for your manager to do only half the job.