Let’s evaluate combining asset allocation mandates across secular and cyclical bull and bear markets from January 1990 through September 2010. First let me offer definitions of these various mandates. Buy and Hold or Tactical approach means a mix of equities, fixed income, and cash designed to capture broad market returns with some portfolio manager allocation [...]
According to Ned Davis Research and utilizing the Dow Jones Industrial Averages, since 1906 there has been four bear markets, 1906-21, 1929-42, 1966-82, and 2000 to ???, in contrast there has been three bull markets, 1921-29, 1942-66, and 1982-2000(DJIA Index). The average bear market lasts 14 years with an average cumulative return of -30.96%. The [...]
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About Rick Helbing, CFP®, ChFC
I'm a CERTIFIED FINANCIAL PLANNER™ and Owner of Suncoast Advisory Group with offices in Sarasota and Jacksonville, Florida. As a practicing advisor for over 25 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals.
Charles "Shay" H. Woodward IV, MBA
As a third generation Financial Planner for over 15 years, I provide strategic financial planning to family business owners, medical professionals, and dental professionals. I run the Jacksonville, Florida office for Suncoast Advisory Group.
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