Tactical Asset Allocation: Fine Tuning a Longer-Term Strategy

Posted by Cap-Strat on April 24, 2012

Tactical asset allocation adjusts a target investment mix to capitalize on near-term opportunities.  Strategic asset allocation, the practice of maintaining a strategic mix of stocks, bonds, and cash, has guided many investors in creating portfolios that suit their risk profile and long-term investing goals.1 This widely used strategy is a long-term, relatively static tool and is […]

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Buying Decisions: Assessing a Business’ Worth

Posted by Cap-Strat on April 17, 2012

When assessing a potential acquisition, review why the current owner is selling, the history of the firm, and its internal structure. When purchasing a company, how do you settle on a fair price? There are steps you can take to better ensure a reasonable return on your investment for the amount of business risk undertaken. Due […]

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Identifying Compliance Errors in a 401(k)

Posted by Cap-Strat on April 10, 2012

Compliance errors within 401(k) plans frequently can be corrected without incurring significant fines. Given the complexity of 401(k) plans, mistakes are made even when plan sponsors try to follow the letter of the law. The Internal Revenue Service (IRS) maintains several correction programs, as well as a 401(k) Plan Fix-It Guide, that can help plan […]

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Are Recent Stock Market Advances Sustainable?

Posted by Cap-Strat on April 3, 2012

U.S. investors are riding a wave of mostly good news, but many risks remain.  The S&P 500 Index closed at 1402 on March 15, 2012, the first time the index closed above 1400 since June 5, 2008.1 The latest upward progression began in October 2011 when the debt crisis in Europe showed signs of receding and […]

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