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

The following posts are related to diversification/risk management. Scroll down to see more articles.

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...

Are index funds the next market ‘bubble’?

While bear markets are inevitable, will their impact be exacerbated by the growth of passive index funds—and the accompanying “madness of crowds”? One of the fun aspects of having children is re-exposure to some great kid-friendly literature. In a...

Keeping portfolio risk under control

Understanding the tools to better manage portfolio risk throughout different market, volatility, and economic regimes. One major gripe of mine is that some portfolio strategists who consider themselves to be risk managers are effectively just risk...