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

Linda Ferentchak

Linda Ferentchak is the president of Financial Communications Associates Inc. Ms. Ferentchak has worked in financial industry communications since 1979 and has an extensive background in investment and money-management philosophies and strategies. She is a member of the Business Marketing Association and holds the APR accreditation from the Public Relations Society of America. Her work has received numerous awards, including the American Marketing Association’s Gold Peak award.

Retirees’ oncoming financial tsunami

It is different this time: The impact of demographics on sequence-of-returns issues. It isn’t a question of if the next bear market will occur, but when. But this one will be different. It has the potential to be a financial superstorm. Like all major...

Are index funds the next market ‘bubble’?

While bear markets are inevitable, will their impact be exacerbated by the growth of passive index funds—and the accompanying “madness of crowds”? One of the fun aspects of having children is re-exposure to some great kid-friendly literature. In a...

Marketing realities for financial advisors

In a business where establishing trust is essential, it’s unwise to take shortcuts when communicating an advisory firm’s services and active approach to investment management. Consistent messaging and frequent points of contact are the keys to a...

Explaining the (mis)behavior of markets

Does fractal mathematics offer a better way to understand market risk? The traditional test of understanding how something works is to take it apart and then rebuild it. If the clock still keeps time afterward, there is a good likelihood that the...

The benefits of simplicity

The principles of Occam’s razor offer insights for investors, investment managers, and strategists “There never was a sounder logical maxim of scientific procedure than Ockham’s razor: Entia non sunt multiplicanda praeter necessitatem. That is to...

Why smart clients do dumb things

Highly intelligent people are often susceptible to making poor investing decisions—behavioral research offers some clues why History books are full of examples of faulty thinking by some of the most intelligent people of their time. News articles remind...

The correlation conundrum

Traditional risk management fails investors in both up and down markets This year started with a brutal reminder that investing involves the risk of loss as well as the opportunity for gain. January’s losses followed on the heels of a year in which 70%...

Buy and hold is a young person’s game

For older workers and retired investors, the odds are against winning with a buy-and-hold game plan The statistics are familiar. According to the Federal Reserve’s Survey of Consumer Finances, the typical working family headed by someone in the 55-to-64...

Is it possible to just say no to volatility?

Equity investments as an asset class have historically produced the greatest returns over time, but the process is often stressful for investors and their financial advisors. Could a simple tactic allow investors to “just say no” to volatility? Stock...

Investors looking for answers

Investors are demanding increased risk management for their investments, representing an increasingly growing market for actively managed strategies. Surveys  of investor attitudes typically fail in one major way: They start with an agenda that often...

The power of investing with the trend

A timeless read on understanding and implementing trend-based active investment management strategies Regardless of how firmly you believe in active management, how long you have been managing investments, or what system you use, Greg Morris’ latest...

Active management reflects market reality

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” – William Arthur Ward To be a buy-and-hold investor, one must be an optimist, trusting in the market’s upward direction and...