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

The following posts are related to active vs. passive management. Scroll down to see more articles.

Why defense wins in football and portfolio management

A retirement portfolio without proactive management is like driving a car without brakes. Are your clients prepared for the next inevitable crash? Time frames. They are probably one of the most important yet most rarely understood topics when it comes...

Teaching clients ‘how money works’

Grace Himmelright • Eastlake, OH Transamerica Financial Advisors Inc. Read full biography below Proactive Advisor Magazine: Grace, what do you see as your overall mission in working with clients? Knowing how money works can positively impact just about...

A more efficient (and profitable) frontier

Why active management makes optimal portfolios easier to create In his 2011 best seller titled “Thinking, Fast and Slow,” Nobel Prize–winning author Daniel Kahneman explains how people form opinions from complex information, saying, “It is the...

Plan smart to retire smart

Earl Schultz, ChFC, CLU • Birdsboro, PA Strategic Wealth Advisory, LLC • USA Financial Securities Corp. Read full biography below Proactive Advisor Magazine: Earl, talk about your service philosophy in working with clients. We are a family-owned,...

Agility drills for client investment portfolios

Are your clients invested with enough “agility” to mitigate the risk of large drawdowns during severe market declines? Football season is in full swing, and all of the fanatics out there (myself included) have been treated to a season with plenty of...

Retirement planning matters

Tim Wells, AIF • Cincinnati, OH Retirement Matters • Sigma Financial Corporation Read full biography below Proactive Advisor Magazine: Tim, talk about the evolution of your investment philosophy. When I first entered the financial-services industry, I...

Why proactive money management makes sense for clients

When it comes to managing money, focus first on risk management, defending a portfolio from losses. This doesn’t mean being overly conservative—but a great offense without an equally great defense achieves little for clients in the long run. We all have...

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...