Tactical Investing and Portfolio Construction: Part 2 of a Talk With Jeff Buetow of Innealta Capital
Jeff Buetow and his team at Innealta Capital are in the business of “always managing risk and return simultaneously.”
Tactical Investing and Portfolio Construction: A Talk With Jeff Buetow of Innealta Capital
If you're an advisor who attempts to rebalance client portfolios, in a smart way, as client circumstances or market dynamics shift, says Jeff Buetow, "you are employing a somewhat tactical approach."
Retirement Planning at Envestnet
Mike Henkel, former president of Ibbotson Associates, was recently tapped to be the managing director of Envestnet Asset Management's newly established Retirement Services Group. A...