In his Investment Advisor article, NAAIM member Ben Warwick argues that a buy and hold philosophy may not be the right strategy for all clients.  It’s important to identify the right client with realistic objectives and emphasize risk management.

Warwick interviewed and spoke with a number of NAAIM members regarding why and how they use market timing to help meet their client’s goals.  Those who are featured in the article include Ralph Doudera, CEO of Virginia Beach-based Spectrum Financial Inc, Jerry Wagner, president of Flexible Plan Investments and Michael Price of Price Capital Management.

 

The article was published in print in the May issue of the Investment Advisor magazine and featured a sidebar about NAAIM.  The article is also available online on the Investment Advisor website.

To read the full article, click here