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.

Banking on a strong client relationship

Brad Bakken, CRC • Wahpeton, ND Bell Bank/Bell Investments • Cetera Investment Services Read full biography below Proactive Advisor Magazine: Brad, please describe your role as a financial advisor working with clients of your bank. My role is the same...

A case for active tactical investing

Lessons from behavioral economics and fractal mathematics theory can help explain why tactical investment strategies can be beneficial in portfolio construction. Editor’s note: Dennis Yamasaki has an extensive educational background in quantitative...

Planning for all of life’s stages

Kevin M. McGrady, CLU, CRPC, ChFC • Cranston, RI Integrated Financial Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Kevin, what factors have shaped your personal growth as an advisor? I received my...

Reaching out to an underserved segment

Gretchen Ricker • Bakersfield, CA Transamerica Financial Advisors Read full biography below Proactive Advisor Magazine: Gretchen, what motivated you to become an investment advisor? I have been involved with financial services in one form or another for...

The problem with pie charts

Relying on 30-year-old asset-allocation models makes little sense in today’s investment environment. “Tactical,” “strategic,” “active,” “passive”: These are all somewhat nebulous terms that financial advisors use expecting the general investing...

A passion for building wealth

Dennis Yamasaki • Lynnwood, WA Affirmative Financial Services Read full biography below Proactive Advisor Magazine: Dennis, what drives your passion in helping clients plan for their future? I share an investing story with all of my clients that...

A game plan for winning

Garry Dippel • Dallas, TX Geneos Wealth Management Read full biography below Proactive Advisor Magazine: Garry, talk about your overall philosophy when it comes to working with clients. Sports have always been a big part of my life. I was a four-sport...

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...