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Trusted principal advisor

Timothy Lay, CFEI, AIF • Sisters, OR TPA Financial • Founders Financial Securities, LLC Read full biography below Proactive Advisor Magazine: Timothy, talk about your overall philosophy in working with clients. I have two “titles”—investment advisor...

Spreading the message of risk management

Rey Descalso • Maitland, FL Privada Wealth Management • J.W. Cole Advisors, Inc. Read full biography below Proactive Advisor Magazine: Rey, becoming a financial advisor after being a pastor is an unusual transition. How did that come about? My father...

Leverage for the long run

‘False precision’ explored: There is never certainty in terms of market or strategy outcomes, only probabilities and managing risk—and whether you have the emotional fortitude to stick with a plan and process over time. Editor’s note: Michael...

A case for active tactical investing

Lessons from behavioral economics and fractal mathematics theory can help explain why tactical investment strategies can be beneficial in portfolio construction. Editor’s note: Dennis Yamasaki has an extensive educational background in quantitative...

5 top concerns faced by financial advisors in 2016

Financial advisors greeted 2016 in a relatively upbeat mood—what are they thinking about now? Though we still have several important months to go, 2016 has already been a remarkable year on several fronts: The worst post–WW II start ever for the U.S....

Comprehensive planning at the core

Alex Zourides, CFP, ChFC, CLU, CASL, EA, AAMS • Melville, NY Alex Zourides, CFP, Inc. • Ameritas Investment Corp. Read full biography below Proactive Advisor Magazine: Alex, you have a great deal of experience in various aspects of financial services....

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...

The case for mechanical trading strategies

When it comes to implementing trading strategies, there are many compelling reasons to rely on computers rather than human discretion. Computers have been used in the investment business for more than 40 years. Initially, fund managers used computers...

The problem with pie charts

Relying on 30-year-old asset-allocation models makes little sense in today’s investment environment. “Tactical,” “strategic,” “active,” “passive”: These are all somewhat nebulous terms that financial advisors use expecting the general investing...

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...

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...

A repeatable process: The only thing we can control

Consistent analysis and understanding differing market time frames are both critical in an uncertain global financial environment More than 30 years of studying financial asset prices and related data have convinced me of one thing: Your investment...