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.

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...