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Survive and thrive in the next bear market

Helping clients maintain composure in the face of market volatility pays long-term dividends for your firm. After a long day of conference meetings and presentations, you can’t wait for the happy hour and dinner, which is being held in a beautiful...

Separate? Separately managed? Or both?

Some advisors have an ingrained resistance to using separately managed accounts—but it doesn’t have to be an all-or-nothing proposition. There are perhaps as many styles of investment management as there are people in the financial-services...

Why it’s smart to focus on female clients

Women have enormous power in the economic and investment landscape, but their financial needs are often underserved by financial advisors—which is why it’s smart to actively court female clients. In fact, some financial advisors even make a niche out of...

One way to beat the market

A dynamic, risk-managed investing approach can help minimize the downside in bear markets. That goes a long way toward ‘beating the market’ through full market cycles. Reading Dr. Edward Thorp’s 1967 book “Beat the Market” in the summer of 1968 changed...

Are business cycles still meaningful?

Business cycles—and investment assets—will invariably revert to the mean given a long enough period of time. Though behaviorally difficult at times for clients, advisors need to advocate sticking to a long-term game plan of dynamic, risk-managed...

Fostering confidence, clarity, and purpose

Andrew Paladino, CPA, MSF • Timonium, MD Paladino Financial Group • USA Financial Securities Corp. Read full biography below Proactive Advisor Magazine: Andy, what is your overall philosophy in serving advisory clients? Our firm’s mission is to maintain...

What is risk really all about?

When we invest, we can’t know the future or get a do-over. Dynamic, risk-managed strategies can help client portfolios be more responsive to changing market environments. Investors are so different. They pursue different goals. They react differently to...

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,...