Proactive Advisor Spotlight:
Trends in ESG and values-based investing
ESG analysis: Benefiting society through ‘long-termism’
Advisors embrace values-based investing and financial planning
Impact investing and active management are not mutually exclusive strategies
Volume 28, Issue 4
IN THIS WEEK’S ISSUE:
UPCLOSE
From Aristotle to active investment management
Active investment management is consistent with the tenets of behavioral finance, as well as with sound financial planning that seeks to help investors reach their long-term objectives.Over 2,500 years ago, in what may have been one of the earliest examples of...
Is the market’s bullish sentiment overdone?
An article by analyst Mark Hulbert at MarketWatch last week said that market timers are “more bullish than at almost any other time since such data began being collected in 2000.” According to Hulbert, this contrarian signal has usually led to struggles for the stock...
Comparing preelection market conditions: 2020 vs. 2016
s the 2020 election draws near, investors might want to know how the Lowry Analysis viewed market conditions ahead of the last election in 2016. No doubt, aside from the political components of who is...
When a broker-dealer’s philosophy aligns with advisor objectives
Pamela Mayfield-Kizzee, MRFC • Houston, TX LaCour Financial Services Inc. • Money Concepts Capital Corp. Moses LaCour, MRFC • Houston, TX LaCour Financial Services Inc. • Money Concepts Capital Corp. oses...