Active investment management’s weekly magazine for fee-based advisors

IN THIS WEEK’S ISSUE:

UPCLOSE

Active management: Don’t retire without it

For the millions of Americans with underfunded retirement accounts, active management may provide an essential safety net. What is a financial advisor to do when his clients are woefully underfunded for retirement based on traditional measures? When limiting...

Consumer sentiment falls amid uncertainty over ‘trade wars’

Although U.S. equity markets notched very solid gains last week, especially the Dow Jones Industrial Average (+2.3%), the most recent measure of consumer sentiment showed some rare weakness. The University of Michigan’s Surveys of Consumers showed that preliminary...

Time to add market exposure on volatility?

Editor's Note: Tony Dwyer, U.S. portfolio strategist for Canaccord Genuity, and his colleagues author a widely respected monthly overview of market conditions, technical factors, and future market outlook called the “Strategy Picture Book.” The following provides an...

3 tips for obtaining prospective client referrals

Aaron Tice • Elk River, MN Cirrus Retirement Solutions, Ltd. • Regulus Advisors ne way that I have been able to successfully replicate my client referral process is by being an advocate for other...

SCROLL DOWN TO VIEW MORE ARTICLES ON ACTIVE MANAGEMENT OR SEARCH BY CATEGORY, TOPIC, OR DATE