Rob Brown

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The Case For Tactical Asset Allocation

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Tactical asset allocation's main advantages are risk mitigation during severe bear markets and enhanced returns in an upward trending market.

Don’t Equivocate On Bonds

by Rob Brown

Individual bonds present risks that offer no compensating increase in expected return.

What Happens To Stocks When Interest Rates Go Up?

by Rob Brown

It depends on whether rates are rising during an economic expansion or not.

What Happens To Stocks When Interest Rates Rise?

by Rob Brown

Historically, stocks have performed favorably during such periods.

4% Failure

by Rob Brown

Retirees should be withdrawing closer to 5% and allocating more to stocks.

Dispelling The Misunderstandings Surrounding Inflation Protection

by Rob Brown

The advisor's role is to help clients understand the type of environment where specialized asset categories such as commodities and precious metals will outperform.

Risk Tolerance Questionnaire Failure

by Rob Brown

Finra’s mandate that requires brokers to identify a client’s risk tolerance is based upon an academic, over-simplification of the real world.

Marcus Welby Portfolio Construction

by Rob Brown

It has become standard practice for planners to shut clients out of investment policy making.

Housing Vs. Stocks

by Rob Brown

Is a bigger investment in housing better than buying the S&P 500?

The Next 20 Years For Bonds

by Rob Brown

We looked back at another 20-year period in the last century to see what the next 20 years might hold for bonds.

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