Investment Policy Statement | True North Financial Advisors, Inc

The Year in Review: How to Manage Your Retirement Portfolio: Strategic Versus Tactical Asset Allocation

Written by Stephen Ostrofsky, CFP® For the year 2018, the Dow Jones Industrial Average and Russell 2000 Indexes were down 3.48% and 11.01%, respectively. During the year while the Federal Reserve, raised interest rates, the overall bond market was down slightly. So what are investors to do now? That depends on what your investment policy…

How to Invest Retirement Portfolio with Upcoming Presidential Election?

Investors are asking, how should I invest my retirement portfolio with the upcoming Presidential Election? This is the time many investors can become seduced into the notion of “beating the market”, or reaping “windfall profits” from moves in certain sectors and/or stocks in the securities market. Unfortunately, market pundits supported by academic research would have…

Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties

The Trade Priorities and Accountability Act of 2015 (H.R. Bill 2146), also known as the Defending Public Safety Employees’ Retirement Act, became effective December 31, 2015. The new tax law expanded the exemption for many federal public safety employees to include federal law enforcement officers, customs and border protection officers, federal firefighters, and air traffic…

Investment Selection Styles: Portfolio Construction Implications Classic equity portfolio management of mutual funds, insurance product subaccounts and separately managed accounts predominately utilize either a growth or value style investment selection process, or a blend of the two investment styles. This discussion of equity investment selection styles relates only to the portion of a portfolio which…

Category Archives: Investment Policy Statement

The Year in Review: How to Manage Your Retirement Portfolio: Strategic Versus Tactical Asset Allocation

How to Invest Retirement Portfolio with Upcoming Presidential Election?

Defending Public Safety Employees’ Retirement Act Provides Tax Relief to PBSO Deputies and Palm Beach County Fire Rescue Professionals from Early Retirement Withdrawal Penalties

Investment Selection Styles: Portfolio Construction Implications

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