The AAII Baltimore Chapter presents...
"Understanding Tactical Asset Allocation"
Discussed by:
Kenneth Solow, CFP, CLU, ChFC
Chief Investment Officer, Senior Partner, Pinnacle Advisory Group
Ken Solow will examine problems with traditional methods of portfolio construction based on modern portfolio theory and present an alternative approach using Pinnacle Advisory Group’s method of tactical asset allocation. The presentation will include determining value, how to generate excess returns, and team organization to succeed in today’s volatile market.
| Attend This Meeting and Learn... |
 | About the serious weaknesses of modern portfolio theory, particularly in a bear market |
 | Three ways to determine investment value
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 | What tactical asset allocation is and is not, contrary to the financial media’s description
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