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businessweek

The runup in stocks may prompt investors to wonder if they should rejigger their allocations. Here's what the pros think.....

[Read on to find out]

 

 



Investing: Getting the Balance Right

By David Bogoslaw
December 3, 2009, 12:01AM EST

 

"One clear lesson investors have taken from the current financial crisis is that a buy-and-hold strategy is no longer a sure thing in a much more volatile and uncertain market environment.The growing popularity of tactical asset allocation within portfolios, using a broader palette of investment vehicles, is changing the way investment managers think about periodic portfolio rebalancing."

 




 
In all investing, past performance cannot assure future results, and as such, our efforts are not guaranteed. Losses can occur. All strategies offered by Hepburn Capital Management, LLC, adapt to changes in the markets by changing the investments they hold. Therefore, comparisons to broad stock market indexes such as the unmanaged indexes mentioned on this site may not be appropriate. Sometimes client accounts are invested in stocks or markets not included in these indexes.  Investments made are not insured by the FDIC and involve investment risk, including possible loss of principal. Advisory services offered through Hepburn Capital Management, LLC, a Registered Investment Adviser.   Adviser will not transact business unless properly registered and licensed in the potential client's state of residence.