Active investment management’s weekly magazine for fee-based advisors
Cetera Investments’ Brad Bakken
IN THIS WEEK’S ISSUE:

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A case for active tactical investing

Lessons from behavioral economics and fractal mathematics theory can help explain why tactical investment strategies can be beneficial in portfolio construction. Editor’s note: Dennis Yamasaki has an extensive educational background in quantitative methods,...

Key takeaways from the Q2 earnings season

According to most analysts, the 2016 Q2 earnings season—though reflecting a decline versus year-ago results—has turned out to be somewhat better than expected. With 95% of S&P 500 companies reporting through last week, FactSet says 71% had earnings above the mean...

Using financial education to attract and retain clients

Janice Hammond • Burien, WA Sunrise Financial Services • First Heartland Capital We host many events centered on financial education throughout the year to attract new clients and to build relationships with current clients. Our team member in charge of community...


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