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