Personal Quarterly Subscription

Personal Quarterly Subscription to the TAAS Strategies (3 months with automatic renewal unless cancelled)

“I believe in my experience, methods, and approach strongly enough that if you aren’t entirely happy within the first two months, I’ll return the entire Subscription Fee.”

See Subscription Services Agreement – Terms and Conditions.


Your Tactical Asset Allocation Strategies Subscription includes:

  • The Tactical Adaptive Global and Tactical Adaptive Income Strategies plus new or improved strategies developed during your subscription period.
  • The TAAS Market Conditions Model designed to keep your investments on the right side of current market conditions whether they be Favorable, Balanced, or Hostile.
  • The TAAS Tactical Model which identifies the best performing funds within the current condition basket and goes to 100% cash when none of the funds are performing well.
  • Fund baskets specifically designed and tested for each of the market conditions: Favorable, Balanced and Hostile.
  • Specific, actionable allocations to low-expense Exchange Traded Fund positions for the following month.
  • The Monthly Markets update which summarizes market health and risk conditions
  • Update on my family’s TAAS portfolio

Your investment remains completely under your control. The TAAS strategy positions are held in your brokerage account and you make the final decisions regarding all investments.