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.

Mutt vs. purebred: How should you invest?

Can lessons learned from our canine friends provide a better understanding of the characteristics of effective portfolio diversification? My wife and I have always been dog people. We’ve never owned cats, although we love to play with those of friends...

Lowering risk through active high-yield strategies

Is it possible to conquer the “low risk/good returns” challenge with active strategies? High-yield bonds may offer an attractive risk-managed opportunity. When I joined the financial-services industry in 1994, I tried to determine what it was that my...

Not all investment returns are created equal

Understanding the important differences between absolute return, total return, and relative return. The financial media has spent quite a bit of time during the current bull market reporting on the “underperformance” of actively managed funds. While the...

Trusted principal advisor

Timothy Lay, CFEI, AIF • Sisters, OR TPA Financial • Founders Financial Securities, LLC Read full biography below Proactive Advisor Magazine: Timothy, talk about your overall philosophy in working with clients. I have two “titles”—investment advisor...

Spreading the message of risk management

Rey Descalso • Maitland, FL Privada Wealth Management • J.W. Cole Advisors, Inc. Read full biography below Proactive Advisor Magazine: Rey, becoming a financial advisor after being a pastor is an unusual transition. How did that come about? My father...

Leverage for the long run

‘False precision’ explored: There is never certainty in terms of market or strategy outcomes, only probabilities and managing risk—and whether you have the emotional fortitude to stick with a plan and process over time. Editor’s note: Michael...

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...