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

The Best of
Proactive Advisor Magazine: Volume 19

Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 19.”

Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media.

Editors’ picks

Chosen by our editors

Helping families ‘grow’ their financial future

One client segment Kevin Brennan focuses on is affluent, young families. He believes this segment has unique planning needs and is generally underserved by the financial industry.

Buy the rare P/E dip for a 27% gain

The expression “buy the dip” usually refers to a dip in stock prices. But there is another “dip” that has a great track record—the dip in the price-earnings ratio.

What defines ‘high-growth financial advisors’?

Research findings from “The State of Retail Wealth Management 2017” identify key trends and success factors for “high-growth financial advisors.”

Faith-based financial education inspires prospective clients

Cathy Jackson is committed to providing financial education for individuals who are seeking a faith-based perspective on managing their finances.

EPS growth should drive market higher

A solid economic backdrop, historically high business and consumer confidence, and EPS growth continues to suggest there is a long way to go for equities.

Helping families ‘grow’ their financial future

One client segment Kevin Brennan focuses on is affluent, young families. He believes this segment has unique planning needs and is generally underserved by the financial industry.

Buy the rare P/E dip for a 27% gain

The expression “buy the dip” usually refers to a dip in stock prices. But there is another “dip” that has a great track record—the dip in the price-earnings ratio.

What defines ‘high-growth financial advisors’?

Research findings from “The State of Retail Wealth Management 2017” identify key trends and success factors for “high-growth financial advisors.”

Faith-based financial education inspires prospective clients

Cathy Jackson is committed to providing financial education for individuals who are seeking a faith-based perspective on managing their finances.

EPS growth should drive market higher

A solid economic backdrop, historically high business and consumer confidence, and EPS growth continues to suggest there is a long way to go for equities.

Top viewed

Chosen by our readers

A financial advisor responds to 7 top client concerns

Educate your clients on the value of proactive money management—stressing risk management in helping them reach their financial goals.

How does gold perform in different market scenarios?

A quantitative assessment of how gold has performed relative to other major asset classes in a variety of market and economic conditions since 1973.

Building client relationships through strong service

Steve Rosauer digs deeply into clients’ financial and personal situations, seeking customized planning solutions that should lead to a higher probability of success.

Japanese yen disagrees with the price of gold

The yen and gold are usually in positive correlation with each other. When the correlation moves below zero, it can convey important information.

When ‘defense’ can be your best portfolio defense

A different look at managing portfolio risk: What is the role of defense stocks when global tensions escalate?

A financial advisor responds to 7 top client concerns

Educate your clients on the value of proactive money management—stressing risk management in helping them reach their financial goals.

How does gold perform in different market scenarios?

A quantitative assessment of how gold has performed relative to other major asset classes in a variety of market and economic conditions since 1973.

Building client relationships through strong service

Steve Rosauer digs deeply into clients’ financial and personal situations, seeking customized planning solutions that should lead to a higher probability of success.

Japanese yen disagrees with the price of gold

The yen and gold are usually in positive correlation with each other. When the correlation moves below zero, it can convey important information.

When ‘defense’ can be your best portfolio defense

A different look at managing portfolio risk: What is the role of defense stocks when global tensions escalate?

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Trending on social media

Determined by social media interaction

Composing financial solutions for clients’ ‘personal economies’

Treta Sellers employs a nonjudgmental and economics-based planning approach, educating clients on how the pieces of their personal economies work together.

Investing is about managing stress—as well as performance

While market risk can’t be totally eliminated, actively managed portfolios that emphasize risk management should produce less stress for clients.

‘Picking up the team’: How diversified investment strategies work together

Actively managed strategies in a well-diversified portfolio will have different performance characteristics, achieving competitive risk-adjusted returns through different market cycles.

Trend following: As easy as ABC?

Technical analysis has the word “technical” in it, but it doesn’t have to be mind-numbing. Staying on the right side of the trend is often as easy as “ABC.”

Customized financial planning that addresses specific client needs

Brent Mowinski is committed to customized financial planning for clients. He says, “We do a deep dive into every aspect of their financial lives, including their life goals.”

Composing financial solutions for clients’ ‘personal economies’

Treta Sellers employs a nonjudgmental and economics-based planning approach, educating clients on how the pieces of their personal economies work together.

Investing is about managing stress—as well as performance

While market risk can’t be totally eliminated, actively managed portfolios that emphasize risk management should produce less stress for clients.

‘Picking up the team’: How diversified investment strategies work together

Actively managed strategies in a well-diversified portfolio will have different performance characteristics, achieving competitive risk-adjusted returns through different market cycles.

Trend following: As easy as ABC?

Technical analysis has the word “technical” in it, but it doesn’t have to be mind-numbing. Staying on the right side of the trend is often as easy as “ABC.”

Customized financial planning that addresses specific client needs

Brent Mowinski is committed to customized financial planning for clients. He says, “We do a deep dive into every aspect of their financial lives, including their life goals.”

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