Brief Summary of Techniques

  • Diversification
  • Dollar cost averaging
  • Rebalancing
  • Monte Carlo Simulations
  • Fundamental Analysis
  • Technical Analysis
  • Efficient Frontier
  • Asset Allocation
  • Non-correlation
  • Reallocation
  • Target Date Funds
  • Qualified Longevity Annuity Contract (QLAC) 
  • Target Date ETF's
  • Alternative Investments
  • Active Management
  • Passive Management
  • Stop Losses
  • Volatility Weighted
  • Covered Call/Sell PUT
  • Dividend Reinvestment
  • Tax Harvesting
  • Using guaranteed products/Guaranteed Investment