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April 25, 2016: Tax Free Municipal Bond Funds & Portfolios

April 25, 2016: Tax Free Municipal Bond Funds & Portfolios

Apr 26, 2016

We discuss tax free municipal bond funds and introduce their tactical portfolios. 

April 18, 2016: Asset Class Trend Review

April 18, 2016: Asset Class Trend Review

Apr 19, 2016

We review recent major asset class trends. Our analysis indicates that the recent rally was more induced by the Federal Reserve’s dovish rate policy than any fundamental.

  • Recent Factset S&P earnings report says earnings in Q1 will be down
April 11, 2016: Construction of Sound And Conservative Portfolios

April 11, 2016: Construction of Sound And Conservative Portfolios

Apr 12, 2016

We propose a simple way to construct conservative portfolios that can be the bedrock of your investments to cope with volatile markets. 

April 4, 2016: Performance Comparison Between Strategic And Tactical Allocation

April 4, 2016: Performance Comparison Between Strategic And Tactical Allocation

Apr 5, 2016

Our performance comparison indicates that the tactical portfolios actually have done better than the strategic portfolios for the past 5 years. 

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