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The following posts are related to active management. Scroll down to see more articles.

A philosophy of serving clients first

Victor Tedesco, CFP, ChFC, MSFS • Marlton, NJ Strategic Financial Advisors Corporation • FSC Securities Corporation Read full biography below Andrew Leithe, CFP • Marlton, NJ Strategic Financial Advisors Corporation • FSC Securities Corporation Read...

Retirees’ oncoming financial tsunami

It is different this time: The impact of demographics on sequence-of-returns issues. It isn’t a question of if the next bear market will occur, but when. But this one will be different. It has the potential to be a financial superstorm. Like all major...

Can lower returns lead to more money in retirement?

The impact of sequencing and volatility on portfolio value. Returns, risk, pricing models, optimal portfolio construction—there are so many facets of effective investing and portfolio management. As busy as most of us are, who has time to really dig in...

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...

Enhancing actively managed strategies

Exploring rules-based enhancements for improving returns when invested in risk assets. The goal of active investment management is compelling. Capturing more of an asset class’s upside than its downside is an investment recipe for success. In a simple...

Keeping portfolio risk under control

Understanding the tools to better manage portfolio risk throughout different market, volatility, and economic regimes. One major gripe of mine is that some portfolio strategists who consider themselves to be risk managers are effectively just risk...