Tactical Investing - Synergy Financial Management - w/ Joseph Maas
Season 1, Episode 1000, Oct 29, 2018, 10:12 PM
Joe founded and is the CEO of Synergy, services other RIA firms by providing 18 investment strategies, a Hedge Fund, marketing and practice management. Joe discusses their "Sailboat" strategy, a rules based tactical allocation/Sector Rotation model, using about a dozen signals, and its role in their array of strategies. For Advisors, he also discusses the "E-Myth" principle of working on a business as opposed to working in a business.