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...