Investment Authority, Darcy Bergen’s Tactical Money Management & Buy & Hold Advice

Darcy Bergen

May 3, 2019

Darcy Bergen -Money Management & Buy & Hold Advice

Financial Advisor, Darcy Bergen states, “Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice.

There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.”


An investment strategy that advocates holding securities for the long term and ignoring short-term price fluctuations in the market is not always a leisurely feat to interpret or achieve.

Knowing where the market is heading is not always easy to figure out and it certainly takes an expert to know what’s next in line for the financial markets. Darcy Bergen has over two decades of financial expertise. He further explains, “Bergen Financial Group Strives To Help You Achieve Financial Peace Of Mind.

In today’s uncertain economic conditions, you need financial advisors who strive to look beyond current paradigms for strategies that will help guide you toward your retirement dreams. Don’t go into retirement alone and uncertain.

With over 100 years of combined experience, our financial advisors can help you rest easy in the knowledge that we strive to keep your financial well-being safe. We are always working hard to help you with the future you desire.”

Tactical Money Management

By vacillating allocations in between asset classes, tactical allocation portfolios attempt to prepare and achieve capital appreciation by regularly shifting in between bond sectors and regions. Tactical allocations must adhere to and meet specific protocols to be considered in this class of portfolios.

Some of these protocols require either long-term or short-term shifts. For example, cumulative changes must exceed 10% over the given period of time, and  

material shifts must be made on a quarterly basis or through a series of gradual shifts over a three-year period.

On the heels of founding Clear Solutions for Seniors, LLC, Darcy Bergen started Bergen Financial Group in 2003, and was recognized as one of the top 20 advisors in sales with Midland National life annuity division year after year. In 2015, after many years of successful investment and financial development for his clients, Darcy Bergen became a fiduciary (licenses 65), offering even further reliance between trustees and beneficiaries.

Bergen Financial Group offers conservative retirement planning strategies and products designed to provide guaranteed income for life while protecting their client’s principal from the fluctuations of the stock market with fixed annuity options. To find out more, contact them today.