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

The following posts are related to using third-party managers. Scroll down to see more articles.

Advising with a wealth of knowledge

Anthony DeRose, MBA, J.D., CPA • Chicago, IL DeRose Financial Planning Group • Lincoln Financial Advisors Read full biography below Proactive Advisor Magazine: Anthony, how does your background in financial analysis, law, and accounting help you in your...

Reaching out to an underserved segment

Gretchen Ricker • Bakersfield, CA Transamerica Financial Advisors Read full biography below Proactive Advisor Magazine: Gretchen, what motivated you to become an investment advisor? I have been involved with financial services in one form or another for...

A passion for building wealth

Dennis Yamasaki • Lynnwood, WA Affirmative Financial Services Read full biography below Proactive Advisor Magazine: Dennis, what drives your passion in helping clients plan for their future? I share an investing story with all of my clients that...

A game plan for winning

Garry Dippel • Dallas, TX Geneos Wealth Management Read full biography below Proactive Advisor Magazine: Garry, talk about your overall philosophy when it comes to working with clients. Sports have always been a big part of my life. I was a four-sport...

Life happens. Plan for it.

Karen L. DeRose, CFP, CRPC • Chicago, IL DeRose Financial Planning Group • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Karen, please share a quick view of your overall practice philosophy. First and foremost, I...

The personal approach

Donovan Davis, CFP® • Alexandria, LA Reed Davis Investment Group • LPL Financial Read full biography below Proactive Advisor Magazine: Donovan, you have had experience with several large financial firms. Why did you form an independent investment firm?...

Stewardship and values investing

Mark Tevebaugh • Indian Harbor Beach, FL • Sonoma, CA Tevebaugh & Associates • NEXT Financial Group Read full biography below Proactive Advisor Magazine: Mark, how did you enter the financial services business? It has been a blessing how things have...

Helping clients ‘ride the wave’

Stephen Ambrosini, CLU, ChFC • Cardiff-by-the-Sea, CA 20/20 Financial Advisers of Cardiff-by-the-Sea LLC • Ameritas Investment Corp. Read full biography below Proactive Advisor Magazine: Stephen, what advice would you give a young person entering the...

No stone unturned

Mark O’Sullivan • Quincy, MA Integrated Financial Partners • Lincoln Financial Advisors Corp. Read full biography below Proactive Advisor Magazine: Mark, how has your personal background influenced your professional philosophy? I grew up the third...

Teamwork multiplies success

Don Coplin, CFP, ChFC, CLU • Puyallup, WA Edgecombe & Coplin Wealth Strategies LLC • USA Financial Securities Corp. Levi Edgecombe, CFP, ChFC, CLU • Puyallup, WA Edgecombe & Coplin Wealth Strategies LLC • USA Financial Securities Corp. Read full...

They’ve got it backward!

Should buy-and-hold investors be more active and active investors more patient? It was 1969, and my favorite Michigan-area radio station was WKNR. One deejay, Russ Gibb, got a call from a college student saying there was a hidden verse in the Beatles’...

Conserve, protect, 
and grow

Chris Harbuck
, CLU, ChFC • Shreveport, LA Generational Financial Advisors • Royal Alliance Inc. Read full biography below Proactive Advisor Magazine: Chris, you entered the financial services business at an early age — what changes have you seen? The...

Buy and fold

The only investment approach investors should consider is one they will actually follow. Millions of Americans follow what has become traditional advice to “buy and hold.” This approach might be best summarized by John Bogle, founder of The Vanguard...

Why smart clients do dumb things

Highly intelligent people are often susceptible to making poor investing decisions—behavioral research offers some clues why History books are full of examples of faulty thinking by some of the most intelligent people of their time. News articles remind...