Educational Series: A 3-Minute Deep Dive on Timing Market Transactions

In this episode of our In Focus Educational Series, Portfolio Manager Candis Fitch, CIM®, CIWM, explains how IAIC times market transactions.

Using a valuation-based approach aids in determining the timing of certain market transactions.  Candis discusses the differences between market timing and timing market transactions as well as the strategies utilized.  These strategies, coupled with a client’s comfort level, are part of creating a plan that informs the market timing of transactions.

 

DISCLAIMER:   The material in this presentation has been prepared by Independent Accountants’ Investment Counsel Inc. (IAIC). Information in this presentation, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.  All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk.  This presentation may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements.  IAIC does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside IAIC’s control.  Past performance is not a reliable indication of future performance.