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

The following posts are related to retirement planning. Scroll down to see more articles.

Helping clients achieve financial freedom

Jerry Wells • Rochester, NY Financial Freedom Group • SagePoint Financial, Inc. Read full biography below Proactive Advisor Magazine: Jerry, describe your overall philosophy in working with clients. I have been working in the financial-services industry...

The risks of bond ‘buy and hold’

Employing “true” diversification and a dynamic, actively managed portfolio approach may help advisors and their clients successfully navigate a lower-return market environment. As investors, many of us have traditionally been taught that bonds and other...