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

David Wismer

Editor of Proactive Advisor Magazine.

A message of financial risk management

David Ryan, CFP • Indian Harbour Beach, FL JD Bowen Financial Group • LPL Financial Read full biography below It is fitting that David Ryan’s successful career as a financial professional at JD Bowen Financial Group has taken shape on the Space Coast of...

Advisors prefer active management

Several studies assess advisor attitudes around portfolio management and risk mitigation for clients—showing a continued preference for actively managed strategies. Editor’s note: This article first published in our magazine in October 2015, but...

Not all investment returns are created equal

Understanding the important differences between absolute return, total return, and relative return. The financial media has spent quite a bit of time during the current bull market reporting on the “underperformance” of actively managed funds. While the...

Trusted principal advisor

Timothy Lay, CFEI, AIF • Sisters, OR TPA Financial • Founders Financial Securities, LLC Read full biography below Proactive Advisor Magazine: Timothy, talk about your overall philosophy in working with clients. I have two “titles”—investment advisor...

Spreading the message of risk management

Rey Descalso • Maitland, FL Privada Wealth Management • J.W. Cole Advisors, Inc. Read full biography below Proactive Advisor Magazine: Rey, becoming a financial advisor after being a pastor is an unusual transition. How did that come about? My father...