by Proactive Advisor Magazine | Jan 13, 2021 | Topping the Charts
Against the backdrop of rising COVID cases, hospitalizations, and deaths, as well as a tumultuous political environment, two major economic reports were released last week. MarketWatch reported, “The U.S. lost jobs in December for the first time in...
by Proactive Advisor Magazine | Jan 13, 2021 | Practice Management Tips
Richard F. Grant Jr., NSSA, ChFEBC • Gilbert, AZ RFG Capital Management LLC I have been in the financial-services industry for more than 30 years, working with clients across the U.S. and abroad. I tell prospective clients that we are probably different...
by Proactive Advisor Magazine | Dec 2, 2020 | Topping the Charts
While Thanksgiving week historically tends to be positive for the U.S. stock market (up about 75% of the time, according to CNBC), last week saw outsized gains for major market indexes and several record highs. The Dow Jones Industrial Average closed...
by Proactive Advisor Magazine | Dec 2, 2020 | Practice Management Tips
Larry Welder • San Antonio, TX Granite Financial Solutions LLC • Ameritas Investment Corp. Our firm has a wide range of clients, but we also have developed in-depth knowledge within a specific niche target segment. This segment includes medical...
by Proactive Advisor Magazine | Nov 18, 2020 | Practice Management Tips
Bill Raney, MS, CFP, BFA GNB Investments • Cetera Advisor Networks LLC My goal in financial planning is simple, but important. I want to put 100% of my focus on being a trusted and highly knowledgeable resource for my clients as they address their...
