by David Wismer | Sep 21, 2022 | Advisor Interviews
Employing intellectual capital on behalf of clients Employing intellectual capital on behalf of clients Ivan Illan, AIF, CFS • Los Angeles, CAAligne Wealth Advisors Investment Management (AWAIM)Read full biography below Proactive Advisor Magazine: Ivan,...
by David Wismer | Sep 21, 2022 | UpClose
Investing in a ‘news-rich’ environment Investing in a ‘news-rich’ environment Rules-based investment management—and a holistic portfolio approach—can help advisors guide clients through market “noise” and volatile investment environments. Like many...
by C. Thomas Howard | Aug 24, 2022 | UpClose
How behavioral finance is delivering alpha How behavioral finance is delivering alpha The front end of behavioral investing analyzes the collective emotional mistakes made by market participants. The back end creates an investment approach that can...
by David Wismer | Aug 10, 2022 | Advisor Interviews
Why advisors favor risk-managed strategies—in good times and bad Why advisors favor risk-managed strategies—in good times and bad Financial advisors cite the many benefits of an investment approach incorporating dynamically risk-managed strategies. Over...
by Grant and Greg Morris | Aug 10, 2022 | UpClose
‘Believable’ misinformation is a danger to long-term retirement goals ‘Believable’ misinformation is a danger to long-term retirement goals We cannot afford to accept investment-related information that we understand as “common knowledge” if that...
