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

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The not-so-surprising return of market volatility

The month of August was an extraordinarily quiet one, at least with regard to U.S. equity market volatility. In fact, market volatility hit levels of passivity not seen for over 40 years. This was somewhat out of character, as August is historically the third most...

What a rising interest-rate environment means for small-cap stocks

Over the last seven years, the market has had a steady diet of ultra-low interest rates and, while the general expectation is that the Fed will raise rates in the coming months, the size and spacing of such increases are the subject of much speculation. This period of...

3 ways to create and stimulate a referral network

Rey Descalso • Maitland, FL Privada Wealth Management • J.W. Cole Advisors, Inc. I have been in the financial-services industry for over 11 years and started my own firm in 2010. It is clear to me that maintaining a referral network is a very important tool for...


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