College for Financial Planning National Conference 2012

This session is designed for financial advisors who have managed portfolios using traditional buy-and-hold oriented techniques, who want a better understanding of the tactical asset allocation approach. In this session, participants will gain an understanding of some of the theoretical underpinnings of buy-and-hold strategic asset allocation and the tactical asset allocation alternative, and some of the practical approaches used and challenges faced by those who adopt tactical asset allocation.

Speaker: Michael E. Kitces, MSFS, MTAX, CLU, ChFC, RHU, REBC, CASL, CFP®

Complexity Level: Intermediate