The Benefits of Active Management
Active management is not about timing the market – it is about smart investing, diversification, and taking advantage of macro trends in the marketplace. Remember, time in the market always beats timing the market.
Keeping your portfolio tilted to any one asset class year after year makes it difficult for you to capitalize on emerging trends and dynamic markets.
One important idea behind active management is the idea of active rebalancing. For example, if your financial goals rely on a mix of 60% stocks and 40% bonds, over time, this balance can change as the markets fluctuate. Rebalancing is regularly resetting your portfolio to target allocations. While it’s important to rebalance at regular intervals, it’s also important to rebalance at times like these when market volatility is extreme. Not only does this provide some much-needed stability in your portfolio, but it also allows you to take advantage of opportunities as they arise. It’s also important from a tax standpoint. Some firms rebalance non-IRA accounts with no regard for the tax ramifications.
Are all these things happening – rebalancing, reallocating, taking advantage of opportunities, and do you have the right tax strategies in place? This is all part of coordination. We view every client transaction through the lens of financial, tax, legal, and insurance planning. A mistake or improper planning in any of these areas can cause major issues in your long-term financial goals.
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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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