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

Adam Koos

Lessons from ‘the best investor in the world’

We counsel our clients not to worry about what other people are doing in the short term, even if one of them might be considered “the best investor in the world.” We would rather focus on our clients’ specific investment objectives—and the health of...

A financial advisor responds to 7 top client concerns

Educate your clients on the value of working with an advisor who practices proactive money management—stressing risk management in helping them reach their overall financial and investment goals. Clients ask a lot of great questions, and with each...

Why defense wins in football and portfolio management

A retirement portfolio without proactive management is like driving a car without brakes. Are your clients prepared for the next inevitable crash? Time frames. They are probably one of the most important yet most rarely understood topics when it comes...