1. TacticalSHIFT® Update (September 2018 Edition)

    September Edition TacticalSHIFT® is designed especially for pre-retirees or retirees who have saved up significant savings, where a significant bear market or downturn could have a negative effect on individual portfolios, including poor investment decisions made due to human emotion.  We at…Read More

  2. TacticalSHIFT® Update (July 8, 2018)

    July Edition TacticalSHIFT® is designed especially for pre-retirees or retirees who have saved up significant savings, where a significant bear market or downturn could have a negative effect on individual portfolios, including poor investment decisions made due to human emotion.  We at iInv…Read More

  3. TacticalSHIFT® Update (May 17, 2018)

    May Edition TacticalSHIFT® is designed especially for pre-retirees or retirees who have saved up significant savings, where a significant bear market or downturn could have a negative effect on investment decisions due to human emotion.  We at iInvest® have seen this happen time-and-time ag…Read More

  4. TacticalSHIFT® Update (April 25, 2018)

    April Edition TacticalSHIFT® is designed especially for pre-retirees or retirees who have saved up significant savings, where a significant bear market or downturn could have a negative effect on investment decisions due to human emotion.  We at iInvest® have seen this happen time-and-time …Read More

  5. TacticalSHIFT® Update (March 7, 2018)

    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 correctio…Read More