The company said that unlike many mutual funds that are fully invested and do not go risk-off to cash or Treasurys, tactical funds are actively managed daily to shift asset allocations as market conditions change in order to reduce risk and achieve investment objectives.
Drew K. Horter founded Horter Investment Management in 1991 as a registered investment advisor. He is also founder of Tactical Fund Advisors LLC.
FPA Summer Virtual Externship To Return In 2021
The Financial Planning Association, headquartered in Denver, will once again host a summer FPA Virtual Externship in partnership with eMoney Advisor, a financial technology company in Conshohocken, Pa., and Kaplan, a global education services company based in Fort Lauderdale, Fla.
The immersive, virtual experience planned for the summer of 2021 will build on the program’s most successful qualities from last summer, as well as include new elements, such as recorded client meetings with advisor Hannah Moore, organizer of the program, that explore real-life financial planning issues.
Participants will get a “behind the curtain” view on how planners from different backgrounds do financial planning and enhance their knowledge and skills.
The eight-week program, to be held from June 7 through July 30, is $199 for FPA members and $249 for non-members. The non-member price also includes a one-year FPA Aspiring Financial Planner membership. And program applicants can apply for an FPA Virtual Externship Scholarship through their local FPA chapter.
Registration is now open until June 1 at www.FPAExternship.org.
American College Of Financial Services And Ed Slott Launch E-Learning IRA Program
The American College of Financial Services, headquartered in King of Prussia, Pa., has launched IRA Success, a continuing education, self-study program delivered in partnership with Ed Slott and Company.
IRA Success covers the latest retirement distribution and tax planning laws and strategies under the SECURE Act and CARES Act. It combines the college’s e-learning design and delivery with the expertise of IRA expert and CPA Ed Slott, who recently joined the faculty of the college as a professor of practice.
The 12-course program covers a wide range of topics, from recognizing new backdoor Roth opportunities to identifying key beneficiary categories still eligible for stretch IRA provisions. Each course comes with a video presentation, resources to use with clients, and a digital course manual as an extensive reference tool.
IRA Success costs $195 per course or $2,100 for the entire program. To learn more, visit TheAmericanCollege.edu/IRASuccess.