A: Our research team continually reviews market conditions, world events, mutual fund activity and other factors that affect the value of investment accounts. Based on that information, we typically make two to three proactive changes to each portfolio per year as determined by the research team.
We are not market timers. In fact, we feel that frequent trading in an account can sometimes be detrimental. Sometimes market trends need to evolve over longer periods of time than many programs allow, thus minimizing the positive impacts in an investor’s portfolio.