1. TacticalSHIFT® Update (March Edition)

    March Edition Nothing has occurred thus far in 2018 that would cause our TacticalSHIFT® strategy to trigger a Level 1 (moderate risk) or Level 2 (major risk) downshift to client portfolio allocations. TacticalSHIFT® is not designed to trigger during normal short-term volatility or correcti…Read More

  2. iInvest® State of the Market (March 2)

    Fear grips the market as volatility surges. So what is there to do about it? In our February 6th Stock Market ALERT we pointed out how quickly the market had reached such high comparative levels of down volume selling and “fear” (measured by the VIX) in the stock market the day before (Feb…Read More

  3. iInvest® Stock Market ALERT (February 6)

    We would like to send a quick note on the recent declines in the stock market.  In fact, Monday saw a rare 99%+ (100%) down volume day, only seen in a handful of times in the history of the S&P 500. Additionally, the VIX (a measure of fear in the S&P 500) spiked up to comparative rel…Read More