Proactive Advisor Spotlight:
Managing client expectations
Clients understand volatility—except when it happens
Why proactive money management makes sense for clients
How do clients view your firm? The questions you should be asking
Volume 30, Issue 11
IN THIS WEEK’S ISSUE:
UPCLOSE
Have the Roaring ’20s returned?
While recent economic news is encouraging, no one has a crystal ball as to the market’s future performance. There is no better time to make sure clients’ risk-management plans are in place.In a recent Proactive Advisor Magazine article, the author (a successful...
Business optimism boosted by numerous factors
According to the Q2 tracking study conducted by The Conference Board and The Business Council, CEO confidence has reached the highest level since the study started in 1976. The press release from The Conference Board reports CEO confidence “improved further in the...
The inflation songbook: Play it again
Article highlights Inflation is not a one-off change in the price level caused by a short-term distortion to protect profit margins but is a persistent acceleration in prices. Pundits who are talking incessantly about the “Roaring Twenties” never tell anyone that for...
Comprehensive education informs the retirement-planning process
Jim Herzog • Rockledge, FLFinancial Cornerstone Group • J.W. Cole Financial Inc.n 2006, I purchased a program that featured Ed Slott (an authority on tax and retirement planning), Harry Dent (a respected...