Mark Armbruster, CFA.
“One who sees inaction in action, and action in inaction, has understanding among men, disciplined in all he performs.”
—Bhagavad-Gita, Chapter 4, Verse 18
As you may have noticed, financial markets have been uncertain of late. The conventional response is to take some sort of action to better position the portfolio for the current environment. This might include trying to move in and out of different asset classes, trying to choose an investment manager who can pick the best stocks, or simply getting out of the markets altogether.