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The following posts are related to investment theory. Scroll down to see more articles.

Don’t be confused by investment semantics

Proactive, tactical investing requires the ability to move from one asset class to another, seeking the right asset class at the right time. This is very different from the passivity of traditional strategic asset allocation, where there is always a...

Seasonality strategies: Sell in May and go away?

The old Wall Street adage “Sell in May and go away” has some strong support in the data, but probably not in the way most investors think. An excerpt from the book “Why Bad Things Happen to Good Investments,” by William T. Hepburn, explains why and...

Using cash to manage risk and create alpha

An actively managed strategy that moves to cash in times of market stress can effectively mitigate risk, reducing drawdowns and overall portfolio volatility. This is especially important for clients in retirement who are taking regular portfolio...