Straight To The Point:

Passive and tactical investment philosophies can lead to the creation of a sound portfolio when properly implemented. Just make sure they’re in balance.

The Real Deal:

What’s The Difference In Passive And Tactical Investment Philosophies?

  • 2:20 – Different advisers employ different investment philosophies. To put it simply, a passive approach is the “set it and forget it” approach. This means you place your money in certain investments and then let them ride the market up and down. A tactical investment philosophy is much more hands on. Advisers operating under this mantra are typically more involved in the planning process. They shift your investments around and adjust based on the market. The best option for you depends on your situation. One strategy is rarely better all the time. Sometimes you need to let your investments ride. Sometimes, you need to tweak accordingly.

There Is No BEST Strategy?

  • 7:09 – There is no one-size-fits-all approach to investing. Every investor’s needs are different, and even your individual needs may vary depending on your circumstances. You’ll often find that blending different philosophies is often the best strategy. After all, diversification is key.

Beyond The Zone:

The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

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