Passive investing vs Tactical Investing which is for you?

May 1, 2014
Hosted by Jason Steele

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Episode Description

With special guest Dave Armstrong of Good Harbor Financial, a long term tactical manager, come explore the pitfalls of mutual fund investing and why Tactical Investing may make sense for your IRA and other qualified plans. David Armstrong, Portfolio Manager, is primarily responsible for working with advisory firms and investors to understand tactical asset allocation as they assess Good Harbor and its investment strategies. With 27 years of professional experience, David's previous companies include Honeywell, RR Donnelley and Oracle. Prior to joining Good Harbor, he was a director of research conducting analysis on the nature and structure of competition in the credit card market for financial firms. David earned a MBA from the University of Chicago Booth School of Business and a BA from Knox College.

Media and Your Money

Media and Your Money

Archives Available on VoiceAmerica Business Channel

Media and Your Money unveils the inconsistent movements and volatility with the access to information age. The program will uncover the pitfalls of buy and hold and redefine buy and rebalance. The show empowers the average investor to live a life of significance and learn how to use the streaming media to their advantage and accomplish their short and long term financial goals. We will demonstrate how to unemotionally invest with a plan, a process and with purpose.

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Jason Steele

Jason Steele

When Jason Steele formed a small boutique investment company, it was with the belief that there was a better way to provide family wealth management than just managing their investment portfolios. After 16 years at a regional wire house where buy and hold and stock selection were an everyday system of managing money, he felt the old school idea of tackling asset allocation was outdated, and founded Weston Banks Wealth Partners. Picked three years in a row as a top advisor in North Carolina by the National Association of Board Certified Advisory Practices, his firm is dedicated to providing Wealth Plans tailored to help pursue unique and specific goals. His philosophy is driven by a deep understanding that the media has a constant effect on investment portfolios and investment success. Jason has earned the Accredited Investment Fiduciary professional designation from Fiduciary 360. He has received formal training in investment fiduciary responsibility. His additional professional credentials include Series 7, 63, 65, Certified College Planning and life and accident and health insurance. Jason has lived in Raleigh, North Carolina since childhood. He and his wife, Amanda, have three sons, Granville, Fletcher and McCauley. Their sons’ middle names, Weston and Banks, are the root of the firm’s name.

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Episode Directory

July 2014

June 2014

May 2014

  • 5/22/2014: Does your Asset Allocation need an Airbag? Listen Now
  • 5/15/2014: Understanding the World of Real Estate 1031 Exchanges Listen Now
  • 5/8/2014: Special Encore Presentation: Passive investing vs Tactical Investing which is for you? Listen Now
  • 5/1/2014: Passive investing vs Tactical Investing which is for you? Listen Now