Thanks so much for attending to my presentations for the FPA East Tennessee March Half-Day Event!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- How Portfolio Rebalancing Usually Reduces Long-Term Returns (But Is Good Risk Management Anyway)
- Finding The Optimal Rebalancing Frequency – Time Horizons Vs Tolerance Bands
- Managing Sequence Of Return Risk With Bucket Strategies Vs A Total Return Rebalancing Approach
- Is Passive Rebalancing A Form Of Active Management?
- Volume 2 2015 Newsletter - An In-Depth Look At Rebalancing Strategies
- What Comes After CFP Certification? Finding Your Niche Or Specialization With Post-CFP Designations
- Retainer Fees Vs The AUM Model – Red Ocean Differentiator Or Blue Ocean Opportunity?
- Forget The TAMP – It’s Time For The Turnkey Financial Planning Platform (TFPP)
- Real-Time Collaborative Financial Planning And The Evolving Role Of The Financial Advisor
