by David Wismer | Oct 16, 2019 | UpClose
9 reasons most investors lack the discipline to succeed. Steven M. Sears, senior editor and columnist with Barron’s, took a hard look at investor behavior—both typical shortcomings and the unique qualities leading to positive results—in his 2012 book,...
by David Wismer | Oct 9, 2019 | Advisor Interviews
While 2019 has not been atypically volatile, the market has had wild swings based on headlines surrounding trade policy, interest rates, and geopolitical events. How do advisors help guide clients through volatile markets—whether real or perceived? Over...
by Richard Lehman | Sep 11, 2019 | UpClose
It would be easy to dismiss factor investing as a convenient reason for ETF issuers to introduce an endless assortment of new products or the latest marketing gimmick in the world of passive investing. A deeper look says it is much more—and as much a...
by David Wismer | Aug 21, 2019 | Advisor Interviews
Steve Deppe, CMT • San Diego, CA AlphaCore Capital Read full biography below Proactive Advisor Magazine: Steve, talk about your career progression. I was born in Staten Island and grew up in New Jersey. I went to college at Boston University, where I...
by Katie Kuehner-Hebert | Jul 17, 2019 | UpClose
Industries across the spectrum are now finding ways to leverage artificial intelligence to better serve their customers—the financial-planning industry is no exception. Artificial intelligence (AI) has garnered much the same reaction in the...
