September 29th, Podcast

Find out why a 60-40 “Balanced” Portfolio doesn’t work. This is why we are not your passive, Buy-and-Hold Advisor and Tim has the Red Shoes to prove it!!

So should you invest based upon what you think is going to happen; on projections and forecast? Or is there a better way?! Tim & Dan have a heated, healthy discussion about Asset Allocation with Rebalancing versus Actively Managing Buying on Fundamentals & Technicals.

We give a Shout Out to Australia this week for loyally listening. Be sure to listen carefully as Tim and Dan give timely, actionable research ideas throughout the show including the return of the “5 at 5” (stocks) complete with metrics.

As always, if you want a topic discussed on the show, have questions, or simply want a complimentary portfolio review, you can contact any of us via email:, or