[Series 66] 20, Strategic vs Tactical Asset Allocation

Podcast: Open Exam Prep · Ran Chen, EA, CFP®

Opublikowano: 2026-10-13

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: • The core framework of strategic asset allocation as a long-term passive baseline strategy. • How tactical asset allocation operates as an active short-term portfolio overlay. • Why strategic rebalancing differs from tactical market timing and sector rotation. • How an investment adviser representative applies discretionary authority during asset shifts. • A simple decision rule to easily classify po...