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

The following posts are related to managing client expectations. Scroll down to see more articles.

Plan smart to retire smart

Earl Schultz, ChFC, CLU • Birdsboro, PA Strategic Wealth Advisory, LLC • USA Financial Securities Corp. Read full biography below Proactive Advisor Magazine: Earl, talk about your service philosophy in working with clients. We are a family-owned,...

Placing a priority on client education

Matthew Rubis • Fargo, ND Rubis Financial, Inc. • Parkland Securities, LLC Read full biography below Proactive Advisor Magazine: Matthew, what was your path into the financial-services industry? My father has been in the industry for just over four...

The behavioral side of goals-based investing

As the advisory profession moves further into goals-based wealth management, advisors should prepare themselves for more frequent forays into behavioral psychology and human social behavior. For nearly half a century, financial-planning and...

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...