Tactical Asset Allocation (TAA) // February 2015

Sunday, February 1, 2015 | Leave a comment

Below are the most up to date allocations for the Tactical Asset Allocation model I’ve written about on the blog.  For those needing a refresher on what TAA is and why I think it’s important as part of an investment plan just click here to revisit the first post. Previous Month Recap 2014 is in the books and 2015…

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555 words.

Estimated reading time: 8 minute(s)

In Investor Education Tactical Asset Allocation | | | |

Happy Holidays!

Wednesday, December 24, 2014 | Leave a comment

It’s been fun, busy, and eventful year for my business and family. For all my clients, friends, and casual blog readers – I sincerely hope you’ve had the best of years as well.  Happy Holidays and Best Wishes for your New Year! Warm Regards, Jason Wenk

56 words.

Estimated reading time: 1 minute(s)

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Tough week for the markets // New trends emerging soon…

Friday, December 12, 2014 | Leave a comment

It was a rather tough week for the stock market, with Friday closing with a 315 point drop in the Dow and a 33 point drop in the S&P 500.   The other big news is that the 2 year uptrend in the S&P 500 now appears to be changing. For better or worse, we…

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189 words.

Estimated reading time: 3 minute(s)

In Investor Alert Investor Education Market Update | | | | |
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