by Proactive Advisor Magazine | Jan 25, 2023 | Topping the Charts
Before the significant week-ending rally last Friday (Jan. 20), much of the financial news commentary had centered on a consistent theme in response to the market’s recent weakness: “Is bad news bad again?” CNN focused heavily on the “impending debt...
by Proactive Advisor Magazine | Jan 25, 2023 | Practice Management Tips
Tyler Cleveland • Delray Beach, FLImpact Wealth Group • IWG Investment Advisors LLC I joined my father’s firm, Impact Wealth Group, in 2022, after working for almost 20 years in a variety of positions in the investment industry. My interest in the...
by Proactive Advisor Magazine | Jan 11, 2023 | Topping the Charts
In its recent article “Back-to-Back Down Years Are Rare for the Stock Market,” Statista, a leading provider of market and consumer data analysis, shows that the odds favor positive returns for U.S. equity markets in 2023: “After a year of ups and downs,...
by Proactive Advisor Magazine | Jan 11, 2023 | Practice Management Tips
Oscar Alvarez, CFP, CCPS • Newport News, VA Pathway Financial Planning • Pathway Financial Planning Inc. I started working with a practice-management and business coach last year who helped me analyze my client base, set goals for future growth, and...
by Proactive Advisor Magazine | Dec 14, 2022 | Topping the Charts
Zack’s Investment Research recently provided a cautious assessment of corporate earnings over the next several quarters. The firm wrote on Dec. 2, 2022, “The Q3 earnings reports showed that contrary to fears of an impending earnings cliff, companies...
