by Proactive Advisor Magazine | Apr 14, 2021 | Topping the Charts
While the NASDAQ 100 lagged other major indexes in the first quarter of 2021, it has outperformed to start the second. TABLE 1: Q1 AND Q2 RELATIVE INDEX PERFORMANCE Source: Bespoke Investment Group, data through 4/8/2021 Bespoke Investment Group pointed...
by Proactive Advisor Magazine | Apr 14, 2021 | Practice Management Tips
David J. Wood • Royersford, PASt. Pedro & Associates Inc. • Securities America Inc. Our practice focus is on providing sound, unbiased advice in the areas of wealth management, retirement plans, financial and estate planning, and personal and...
by Proactive Advisor Magazine | Mar 24, 2021 | Practice Management Tips
Edgardo Castro • Fort Lauderdale, FL Aragon Capital LLC One important aspect of my business model is my emphasis on clients who are part of the Florida Retirement System (FRS). The majority are teachers, but I also work with police officers and city...
by Proactive Advisor Magazine | Mar 24, 2021 | Topping the Charts
With the Q4 2020 earnings season all but over, the financial sector delivered strong results. According to FactSet, the financial sector had the third largest quarterly earnings growth rate in Q4, up 17.2%. This was a major improvement from initial...
by Proactive Advisor Magazine | Mar 10, 2021 | Practice Management Tips
Eric McGough, CLU, ChFC, RICP • Greenwood Village, CO Resolute Wealth Partners • Northwestern Mutual I am a wealth management advisor and co-founder of Resolute Wealth Partners, located in Greenwood Village, Colorado. I have been in the...