Is This Rally Still Healthy - A Rules-Based Market Checkup for 2027

After another strong year for stocks, one question matters most: Is this rally healthy enough to stay fully invested? Join Vincent Randazzo, CMT, Portfolio Manager at Tamarisk Capital Management, to learn how to look beyond the major indexes and determine whether the market's strength is being driven by a broad range of stocks or just a handful of leaders. Rather than relying on forecasts or emotion, attendees will learn a rules-based framework that adjusts equity exposure incrementally as market conditions change. The session will also explain how the ETF structure can make tactical portfolio adjustments more tax-efficient than traditional mutual funds, helping investors manage risk without creating unnecessary tax consequences. You'll leave with a practical framework for evaluating market health and positioning your portfolio heading into 2027.