Jessamine

Tactical Asset Allocation (TAA).

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Tactical Asset Allocation (TAA) is a portfolio management strategy that attempts to beat the market by actively managing a portfolio’s asset mix in response to market conditions. The goal of TAA is to outperform a buy-and-hold strategy or a passive asset allocation strategy by making small, frequent adjustments to the portfolio in an effort to … Read more

Release Clause.

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A release clause is a provision in a mortgage contract that allows the borrower to sell the property and pay off the loan balance early, without having to pay a penalty. The clause typically stipulates that the borrower must give the lender written notice of their intention to sell, and that the sale must be … Read more