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 iInvest® have seen this happen time-and-time again to investors, especially during secular bear markets, such as 2000-2013 and 1968-1982, etc. and significant downturns such as 2011 and 2015.
As you can see in the chart below, nothing has occurred thus far in 2018 to trigger a TacticalSHIFT®:
TacticalSHIFT® is designed to be a bear market safety net. It is not designed to trigger during normal day-to-day or week-to-week volatility, nor is it designed to completely avoid a stock market downturn. It is designed to offer a Tactical Asset Allocation strategy during an investor’s most crucial stages of investing.
iINVEST SOLUTIONS IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. THE TACTICALSHIFT™ STRATEGY MAY GENERATE A TAXABLE EVENT IN NON-QUALIFIED (TAXABLE) INVESTMENT ACCOUNTS. PLEASE CONSULT YOUR TAX ADVISER. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE PERFORMANCE. MoneyGuidePro® is a registered trademark of PIEtech, Inc. All rights reserved.