Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Buy-and-Hold Strategy May Undercut Investment Goals
Army Times Nov. 8, 2010
Excerpt: The kind of active management I'm recommending involves periodically identifying the right asset allocation for your situation and then implementing it. Periodically assess your investment resources, goals and personal circumstances, select a reasonable asset allocation to meet your needs with a minimum of risk, and then rebalance your account to this allocation.
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