Making Tactical Practical: An Introduction to Tactical Investing | Investing

Tactical investment strategies may seem confusing or complex; there are a lot of misconceptions about how they work and how they fit into a long-term investor’s portfolio. We’re here to clear things up. Join Director of Research Jeff DeMaso and Quantitative Investments Manager Josh Jurbala for the first part of our multi-episode look at tactical investments. They explain the terminology and provide an engaging overview of this ever-evolving investing methodology. In this insightful conversation, Jeff and Josh discuss: • What do we mean by “tactical,” exactly? • The difference between quantitative and fundamental investment analysis • Who should invest in tactical strategies? • Aren’t these strategies just market timing? • How Adviser Investments’ tactical portfolios operate • … and much more This disciplined, rules-based investment approach offers a solution for investors seeking to remove the emotional component from decision-making in their portfolios. It’s not for everyone, but is tactical for you? Disclosure: Podcast released December 2, 2020. This podcast is for informational purposes only. It is not intended as financial, legal, tax or insurance advice even though these topics may be discussed. Information and events addressed in this podcast, as well as the job titles, job functions and employment of the podcast’s participants with respect to Adviser Investments, LLC may have changed since this podcast was released. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. The Adviser You Can Talk To Podcast is a trademark of Adviser Investments, LLC. Registration pending. © 2023 Adviser Investments, LLC. All Rights Reserved. Subscribe: https://bit.ly/3vEUDeL Our Podcast page: https://bit.ly/3UiTfc1 Learn more about Adviser: https://www.adviserinvestments.com/    / adviserinve.  .   / advi.  .   / adviserinves.  .   / adviser_invest   #investing #investingtips #tacticalinvesting