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

Proactive Advisor Spotlight:

How active risk management can benefit retirees

‘Going broke’ is still chief retirement concern

Why ‘timing’ is critical for investment returns

Can lower returns lead to more money in retirement?

Volume 31, Issue 11



Watch out for September’s ‘weakest week’

September has a reputation for being the worst month of the year for the stock market. And that is deserved. Since 1960, the average September return is -0.59%. The only other month with a negative average return for the same period is June, which has had an average...

The value of sharing knowledge and best practices

David L. Rhodes, CFP, MBA • Bryan, TXThe Rhodes Financial Group • Cetera Advisor Networks LLCy background is somewhat unique for a financial advisor. In high school, I was always very interested in science...