Helping clients create a lasting legacy

by David Wismer | May 11, 2022 | Advisor Interviews

Helping clients create a lasting legacy Helping clients create a lasting legacy Trevor Cochrane, CRPC • Fort Worth, TXReverb Financial • Securities America Inc.Read full biography below Proactive Advisor Magazine: Trevor, talk about how you see your...

Empowering clients through education and collaboration

by David Wismer | Apr 13, 2022 | Advisor Interviews

Empowering clients through education and collaboration Empowering clients through education and collaboration Lanny Marks, CPA, CFP, AEP • Boca Raton, FLMarks & Associates • Securities America Inc.Read full biography below Proactive Advisor...

Behavioral biases: ‘I’ll see it when I believe it’

by David Wismer | Apr 13, 2022 | UpClose

Behavioral biases: ‘I’ll see it when I believe it’ Behavioral biases: ‘I’ll see it when I believe it’ Data will normally regress to the mean or average, yet investors often remain “anchored” to recent trends. Dynamic, risk-managed strategies are...

Do behavioral biases also affect financial advisors?

by David Wismer | Mar 23, 2022 | UpClose

Do behavioral biases also affect financial advisors? Do behavioral biases also affect financial advisors? Individual investors have well-documented behavioral biases that can be detrimental to their investing health. Do financial advisors exhibit...

Behavioral guidance keeps clients focused on the long term

by David Wismer | Mar 23, 2022 | Advisor Interviews

Behavioral guidance keeps clients focused on the long term Behavioral guidance keeps clients focused on the long term Ryan Gorman, CFA, CMT, BFA • Grand Rapids, MICallesen Wealth Management • Independent Financial Partners Read full biography below...