Employing intellectual capital on behalf of clients
Ivan Illan, AIF, CFS • Los Angeles, CAAligne Wealth Advisors Investment Management (AWAIM)Read full biography belowProactive Advisor Magazine: Ivan, what influences shaped your career?It starts with my family, which was inspirational in many ways. My parents came to...
Investing in a ‘news-rich’ environment
Rules-based investment management—and a holistic portfolio approach—can help advisors guide clients through market “noise” and volatile investment environments.Like many other investors, I am always interested in what drives the equity and fixed-income markets on a...
Is history on the S&P 500’s side?
According to Bloomberg radio on Monday, Sept. 19, the average analyst estimate for the S&P 500’s closing level by year-end 2022 stands at 4,346. Based on the S&P 500 close at 3,873 on Friday, Sept. 16, that represents a very healthy rally of 12% by the end of...
When a ‘head and shoulders’ pattern coincides with a ‘rainbow convergence’
igure 1 presents a chart I have been watching very closely and sharing in my Daily Edition newsletter. It presents multiple perspectives and has a great lesson on a couple of important chart analysis...
Retirement plan benchmarking leads to deeper client relationships
Rhett Sinclair, CFP, CLU • Aiken, SC Creative Financial Strategies • Lincoln Financial Securities Corporationur firm provides comprehensive financial-planning services to individuals, business executives,...