Today, I sit down with Jonathan Reich, a financial advisor at Global View Capital Management and a new member of the Catholic Financial Planners Network. Jonathan shares his journey from working in high-volume client service roles at Fidelity and Equitable to finding a more fulfilling path in personalized financial planning. We dive into tactical asset allocation, a strategy designed to minimize volatility and enhance risk-adjusted returns by dynamically adjusting investments based on market conditions. Unlike traditional strategic asset allocation, this approach uses market-driven stop losses to protect clients from downturns like those seen in 2008 or during the COVID-19 crash. We also discuss leveraging ETFs and options to amplify market positions and the importance of using key indicators to guide investment decisions. Beyond finance, Jonathan reflects on the importance of living with intentionality—balancing financial goals with faith and family, and ensuring that financial success doesn’t overshadow deeper values. We wrap up by encouraging listeners to seek financial advisors who align with their beliefs and long-term priorities.

Key Takeaways:

• Tactical asset allocation adjusts investments based on market conditions, while strategic asset allocation maintains fixed percentages and periodic rebalancing.

• Tactical strategies use market indicators to exit positions before significant downturns, protecting clients from major losses like those in 2008 and the COVID-19 crash.

• Reducing financial stress through proper planning allows for a more balanced, fulfilling life.

• Tactical asset allocation focuses on long-term market trends rather than making daily trades.

• Being part of a values-driven financial network, like the Catholic Financial Planners Network, ensures alignment between financial guidance and personal beliefs.

• While money is useful, true fulfillment comes from faith, purpose, and meaningful relationships.

Key Timestamps:

(00:00) – Who is Jonathan Riesch?

(05:27) – Understanding Tactical Asset Allocation

(06:58) – Risk-Adjusted Returns Explained

(15:12) – The Importance of Time-Weighted Returns

(19:38) – Signals for Tactical Asset Allocation

(26:42) – Mentorship and Life Philosophy

Key Topics Discussed:

Catholic Money Mastermind, Catholic financial planning, Catholic financial planners, Catholic financial advisors, Ben Martinek, faith and finances, Jonathan Riesch, Tactical Asset Allocation

Mentions:

Website: https://gvcmanagement.com/

More of Catholic Money Mastermind:

Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

Are you looking to hire an advisor? Browse our members.

https://catholicfinancialplanners.com/members/

Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email [email protected]